BGB vs EPU
Comparison between Blackstone Strategic Credit 2027 Term Fund (BGB, ETF) and ISHARES MSCI PERU AND GLOBAL EXPOSURE ETF (EPU, ETF).
5-Year PerformanceEPU has outperformed BGB, delivering a return of +30.5% compared to +4.6%
BGB vs EPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BGB vs EPU - Historical Returns
Returns include dividend reinvestment.
BGB vs EPU - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | BGB | EPU |
|---|---|---|
| 2026 | -0.82% | +19.75% |
| 2025 | +4.61% | +85.21% |
| 2024 | +18.76% | +23.00% |
| 2023 | +18.13% | +24.05% |
| 2022 | -16.76% | +0.48% |
| 2021 | +15.96% | -12.88% |
| 2020 | -4.21% | -4.80% |
| 2019 | +15.36% | +6.71% |
| 2018 | -5.12% | -13.92% |
| 2017 | +10.17% | +28.47% |
| 2016 | +25.60% | +64.99% |
| 2015 | -10.49% | -35.82% |
| 2014 | -0.52% | -3.94% |
| 2013 | +1.47% | -26.81% |
| 2012 | -6.10% | +20.98% |
| 2011 | N/A | -22.39% |
| 2010 | N/A | +54.49% |
| 2009 | N/A | +34.33% |
BGB vs EPU Drawdown Comparison
The maximum drawdown for BGB was -44.87%, occurring on Mar 18, 2020. Recovery took 299 trading sessions.
The maximum drawdown for EPU was -60.62%, occurring on Jan 19, 2016. Recovery took 1263 trading sessions.
The current BGB drawdown is -4.19%. The current EPU drawdown is -7.21%.
| Rank | BGB | EPU |
|---|---|---|
| #1 | -44.87% Feb 20, 2020 - Apr 28, 2021 | -60.62% Jan 17, 2013 - Jan 24, 2018 |
| #2 | -24.89% May 10, 2013 - Dec 6, 2016 | -50.96% Apr 19, 2018 - Mar 8, 2024 |
| #3 | -21.24% Oct 22, 2021 - Jan 25, 2024 | -31.96% Dec 7, 2010 - Jan 14, 2013 |
| #4 | -16.36% Oct 1, 2018 - Jul 1, 2019 | -20.85% Feb 27, 2026 - Mar 20, 2026 |
| #5 | -12.77% Feb 11, 2025 - Jul 1, 2025 | -17.30% Jan 11, 2010 - Aug 2, 2010 |
| #6 | -9.06% Aug 29, 2025 - Mar 27, 2026 | -14.82% Mar 25, 2025 - May 6, 2025 |
| #7 | -7.90% Sep 20, 2019 - Jan 10, 2020 | -12.39% May 20, 2024 - Sep 26, 2024 |
| #8 | -7.63% Oct 9, 2012 - Mar 1, 2013 | -9.88% Oct 28, 2024 - Mar 17, 2025 |
| #9 | -4.92% Jul 30, 2019 - Sep 18, 2019 | -9.75% Oct 22, 2009 - Jan 6, 2010 |
| #10 | -3.86% Jul 10, 2024 - Aug 16, 2024 | -9.28% Jan 26, 2018 - Apr 18, 2018 |
| #11 | -3.24% Dec 9, 2024 - Jan 31, 2025 | -8.27% Jan 29, 2026 - Feb 25, 2026 |
| #12 | -3.14% May 12, 2017 - Jul 25, 2017 | -7.82% Oct 16, 2025 - Dec 1, 2025 |
| #13 | -2.89% Oct 13, 2017 - Dec 7, 2017 | -7.19% Jul 1, 2009 - Jul 20, 2009 |
| #14 | -2.79% Jul 6, 2021 - Aug 5, 2021 | -5.96% Nov 8, 2010 - Dec 2, 2010 |
| #15 | -2.67% Mar 1, 2017 - Apr 11, 2017 | -4.88% Oct 14, 2010 - Nov 2, 2010 |
Correlation
Correlation between BGB and EPU is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2009 - 2026)
BGB vs EPU dividend yield comparison.
| Year | BGB | EPU |
|---|---|---|
| 2026 | 3.45% | 1.66% |
| 2025 | 8.58% | 1.63% |
| 2024 | 9.26% | 5.78% |
| 2023 | 10.69% | 4.17% |
| 2022 | 7.35% | 5.56% |
| 2021 | 6.63% | 3.13% |
| 2020 | 8.77% | 1.91% |
| 2019 | 9.30% | 2.67% |
| 2018 | 11.18% | 1.53% |
| 2017 | 7.35% | 3.30% |
| 2016 | 8.76% | 0.85% |
| 2015 | 9.42% | 1.90% |
| 2014 | 7.79% | 1.66% |
| 2013 | 7.89% | 1.72% |
| 2012 | 1.26% | 3.54% |
| 2011 | 0.00% | 2.83% |
| 2010 | 0.00% | 1.69% |
| 2009 | 0.00% | 0.40% |
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