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BGB vs HYGH

Comparison between Blackstone Strategic Credit 2027 Term Fund (BGB, ETF) and ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF (HYGH, ETF).

5-Year PerformanceHYGH has outperformed BGB, delivering a return of +7.0% compared to +4.8%

BGB vs HYGH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BGB
$530M
HYGH
$529M
Expense Ratio
BGB
N/A
HYGH
0.52%
Max Drawdown
BGB
59.06%
Winner
HYGH
33.03%
Sharpe Ratio
BGB
-0.18
Winner
HYGH
1.05
5Y Beta
BGB
0.37
Winner
HYGH
0.26
5Y Dividends CAGR
BGB
1.75%
Winner
HYGH
11.61%

BGB vs HYGH - Historical Returns

Returns include dividend reinvestment.

1M
BGB
-0.89%
Winner
HYGH
+0.80%
3M
Winner
BGB
+3.49%
HYGH
+3.40%
6M
BGB
-0.87%
Winner
HYGH
+3.69%
1Y
BGB
+1.61%
Winner
HYGH
+7.87%
5Y(CAGR)
BGB
+4.84%
Winner
HYGH
+6.99%
10Y(CAGR)
BGB
+6.25%
Winner
HYGH
+6.42%
Max(CAGR)
BGB
+4.26%
Winner
HYGH
+4.73%

BGB vs HYGH - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearBGBHYGH
2026-1.65%+3.33%
2025+4.61%+7.02%
2024+18.76%+11.13%
2023+18.13%+12.30%
2022-16.76%-1.13%
2021+15.96%+6.04%
2020-4.21%+0.30%
2019+15.36%+11.41%
2018-5.12%-1.09%
2017+10.17%+6.00%
2016+25.60%+14.26%
2015-10.49%-6.62%
2014-0.52%-3.08%
2013+1.47%N/A
2012-6.10%N/A

BGB vs HYGH Drawdown Comparison

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

The maximum drawdown for HYGH was -23.88%, occurring on Mar 23, 2020. Recovery took 238 trading sessions.

The current BGB drawdown is -5.00%.

RankBGBHYGH
#1-44.87%
Feb 20, 2020 - Apr 28, 2021
-23.88%
Jan 16, 2020 - Dec 24, 2020
#2-24.89%
May 10, 2013 - Dec 6, 2016
-18.41%
Jun 23, 2014 - Dec 7, 2016
#3-21.24%
Oct 22, 2021 - Jan 25, 2024
-8.24%
Apr 4, 2022 - Dec 13, 2022
#4-16.36%
Oct 1, 2018 - Jul 1, 2019
-8.06%
Feb 20, 2025 - May 12, 2025
#5-12.77%
Feb 11, 2025 - Jul 1, 2025
-7.58%
Oct 1, 2018 - Apr 1, 2019
#6-9.06%
Aug 29, 2025 - Mar 27, 2026
-4.79%
Dec 27, 2021 - Apr 4, 2022
#7-7.90%
Sep 20, 2019 - Jan 10, 2020
-4.76%
Mar 6, 2023 - Jun 2, 2023
#8-7.63%
Oct 9, 2012 - Mar 1, 2013
-3.73%
Jul 23, 2024 - Aug 20, 2024
#9-4.92%
Jul 30, 2019 - Sep 18, 2019
-3.60%
Apr 12, 2019 - Sep 12, 2019
#10-3.86%
Jul 10, 2024 - Aug 16, 2024
-2.77%
Dec 13, 2022 - Jan 9, 2023
#11-3.24%
Dec 9, 2024 - Jan 31, 2025
-2.50%
Mar 1, 2017 - May 10, 2017
#12-3.14%
May 12, 2017 - Jul 25, 2017
-2.44%
Feb 2, 2023 - Mar 3, 2023
#13-2.89%
Oct 13, 2017 - Dec 7, 2017
-2.30%
Jan 26, 2018 - Apr 12, 2018
#14-2.79%
Jul 6, 2021 - Aug 5, 2021
-1.90%
Sep 16, 2019 - Oct 21, 2019
#15-2.67%
Mar 1, 2017 - Apr 11, 2017
-1.82%
Oct 20, 2017 - Jan 2, 2018

Correlation

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

0.97
-101

Dividend Comparison (2012 - 2026)

BGB vs HYGH dividend yield comparison.

YearBGBHYGH
20262.79%2.70%
20258.58%6.86%
20249.26%7.85%
202310.69%8.95%
20227.35%6.21%
20216.63%3.74%
20208.77%4.06%
20199.30%4.89%
201811.18%6.45%
20177.35%4.79%
20168.76%4.60%
20159.42%5.75%
20147.79%3.62%
20137.89%0.00%
20121.26%0.00%

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