BGB vs DDM

Comparison between Blackstone Strategic Credit 2027 Term Fund (BGB, ETF) and PROSHARES ULTRA DOW30 (DDM, ETF).

5-Year PerformanceDDM has outperformed BGB, delivering a return of +12.0% compared to +5.0%

BGB vs DDM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGB(ETF)	DDM(ETF)
Net Assets	$532M	$530M
Max Drawdown	59.06%	82.82%
Sharpe Ratio	-0.13	1.29
5Y Beta	0.37	1.59
P/E Ratio	N/A	24.04
Forward P/E	N/A	20.75
PEG Ratio	N/A	0.74
5Y Dividends CAGR	1.75%	47.02%
5Y EPS CAGR	N/A	13.72%
Debt to Equity	N/A	-47.36%
P/S Ratio	N/A	3.15
P/B Ratio	N/A	5.69

Net Assets

Winner

BGB

$532M

DDM

$530M

Max Drawdown

Winner

BGB

59.06%

DDM

82.82%

Sharpe Ratio

BGB

-0.13

Winner

DDM

1.29

5Y Beta

Winner

BGB

0.37

DDM

1.59

P/E Ratio

BGB

N/A

DDM

24.04

Forward P/E

BGB

N/A

DDM

20.75

PEG Ratio

BGB

N/A

DDM

0.74

5Y Dividends CAGR

BGB

1.75%

Winner

DDM

47.02%

5Y EPS CAGR

BGB

N/A

DDM

13.72%

Debt to Equity

BGB

N/A

DDM

-47.36%

P/S Ratio

BGB

N/A

DDM

3.15

P/B Ratio

BGB

N/A

DDM

5.69

BGB vs DDM - Historical Returns

Returns include dividend reinvestment.

Period	BGB	DDM
1 month	+0.25%	+6.35%
3 months	+2.84%	+11.31%
6 months	-1.44%	+10.16%
1 year	+2.47%	+38.45%
5 years(CAGR)	+4.98%	+12.04%
10 years(CAGR)	+6.27%	+19.42%
Max(CAGR)	+4.27%	+14.11%

BGB

+0.25%

Winner

DDM

+6.35%

BGB

+2.84%

Winner

DDM

+11.31%

BGB

-1.44%

Winner

DDM

+10.16%

BGB

+2.47%

Winner

DDM

+38.45%

5Y(CAGR)

BGB

+4.98%

Winner

DDM

+12.04%

10Y(CAGR)

BGB

+6.27%

Winner

DDM

+19.42%

Max(CAGR)

BGB

+4.27%

Winner

DDM

+14.11%

BGB vs DDM - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	BGB	DDM
2026	-1.57%	+8.58%
2025	+4.61%	+21.56%
2024	+18.76%	+21.50%
2023	+18.13%	+24.48%
2022	-16.76%	-20.50%
2021	+15.96%	+45.21%
2020	-4.21%	-0.32%
2019	+15.36%	+48.03%
2018	-5.12%	-13.86%
2017	+10.17%	+58.20%
2016	+25.60%	+35.73%
2015	-10.49%	-3.48%
2014	-0.52%	+19.88%
2013	+1.47%	+56.93%
2012	-6.10%	+14.35%
2011	N/A	+8.99%
2010	N/A	+21.67%
2009	N/A	+32.45%
2008	N/A	-60.87%
2007	N/A	+8.84%
2006	N/A	+25.15%

BGB vs DDM Drawdown Comparison

The maximum drawdown for BGB was -44.87%, occurring on Mar 18, 2020. Recovery took 299 trading sessions.

The maximum drawdown for DDM was -81.71%, occurring on Mar 9, 2009. Recovery took 1403 trading sessions.

The current BGB drawdown is -4.91%. The current DDM drawdown is -2.75%.

Rank	BGB	DDM
#1	-44.87% Feb 20, 2020 - Apr 28, 2021	-81.71% Oct 9, 2007 - May 7, 2013
#2	-24.89% May 10, 2013 - Dec 6, 2016	-63.13% Feb 12, 2020 - Feb 8, 2021
#3	-21.24% Oct 22, 2021 - Jan 25, 2024	-40.17% Jan 4, 2022 - Jan 29, 2024
#4	-16.36% Oct 1, 2018 - Jul 1, 2019	-34.57% Oct 3, 2018 - Jul 12, 2019
#5	-12.77% Feb 11, 2025 - Jul 1, 2025	-31.62% Dec 4, 2024 - Sep 18, 2025
#6	-9.06% Aug 29, 2025 - Mar 27, 2026	-26.58% May 19, 2015 - Jul 11, 2016
#7	-7.90% Sep 20, 2019 - Jan 10, 2020	-22.20% Jan 26, 2018 - Oct 2, 2018
#8	-7.63% Oct 9, 2012 - Mar 1, 2013	-19.32% Feb 10, 2026 - May 22, 2026
#9	-4.92% Jul 30, 2019 - Sep 18, 2019	-15.61% Jul 19, 2007 - Oct 1, 2007
#10	-3.86% Jul 10, 2024 - Aug 16, 2024	-13.92% Dec 31, 2013 - Apr 2, 2014
#11	-3.24% Dec 9, 2024 - Jan 31, 2025	-13.38% Jul 15, 2019 - Nov 4, 2019
#12	-3.14% May 12, 2017 - Jul 25, 2017	-13.21% Sep 19, 2014 - Oct 31, 2014
#13	-2.89% Oct 13, 2017 - Dec 7, 2017	-12.56% Nov 8, 2021 - Dec 29, 2021
#14	-2.79% Jul 6, 2021 - Aug 5, 2021	-12.17% Jul 17, 2024 - Aug 29, 2024
#15	-2.67% Mar 1, 2017 - Apr 11, 2017	-11.19% Feb 20, 2007 - Apr 20, 2007

Correlation

Correlation between BGB and DDM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2006 - 2026)

BGB vs DDM dividend yield comparison.

Year	BGB	DDM
2026	2.78%	0.25%
2025	8.58%	0.94%
2024	9.26%	1.00%
2023	10.69%	0.27%
2022	7.35%	0.83%
2021	6.63%	0.18%
2020	8.77%	0.31%
2019	9.30%	0.62%
2018	11.18%	0.89%
2017	7.35%	0.68%
2016	8.76%	1.08%
2015	9.42%	1.23%
2014	7.79%	0.78%
2013	7.89%	0.39%
2012	1.26%	0.37%
2011	0.00%	0.44%
2010	0.00%	0.63%
2009	0.00%	1.26%
2008	0.00%	3.05%
2007	0.00%	5.81%
2006	0.00%	8.19%