BGB vs IPKW

Comparison between Blackstone Strategic Credit 2027 Term Fund (BGB, ETF) and INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF (IPKW, ETF).

5-Year PerformanceIPKW has outperformed BGB, delivering a return of +8.8% compared to +5.0%

BGB vs IPKW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGB(ETF)	IPKW(ETF)
Net Assets	$532M	$530M
Expense Ratio	N/A	0.55%
Max Drawdown	59.06%	50.31%
Sharpe Ratio	-0.13	1.30
5Y Beta	0.37	0.71
5Y Dividends CAGR	1.75%	26.91%

Net Assets

Winner

BGB

$532M

IPKW

$530M

Expense Ratio

BGB

N/A

IPKW

0.55%

Max Drawdown

BGB

59.06%

Winner

IPKW

50.31%

Sharpe Ratio

BGB

-0.13

Winner

IPKW

1.30

5Y Beta

Winner

BGB

0.37

IPKW

0.71

5Y Dividends CAGR

BGB

1.75%

Winner

IPKW

26.91%

BGB vs IPKW - Historical Returns

Returns include dividend reinvestment.

Period	BGB	IPKW
1 month	+0.25%	-1.95%
3 months	+2.84%	+3.25%
6 months	-1.44%	+8.48%
1 year	+2.47%	+23.28%
5 years(CAGR)	+4.98%	+8.84%
10 years(CAGR)	+6.27%	+11.20%
Max(CAGR)	+4.27%	+10.17%

Winner

BGB

+0.25%

IPKW

-1.95%

BGB

+2.84%

Winner

IPKW

+3.25%

BGB

-1.44%

Winner

IPKW

+8.48%

BGB

+2.47%

Winner

IPKW

+23.28%

5Y(CAGR)

BGB

+4.98%

Winner

IPKW

+8.84%

10Y(CAGR)

BGB

+6.27%

Winner

IPKW

+11.20%

Max(CAGR)

BGB

+4.27%

Winner

IPKW

+10.17%

BGB vs IPKW - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BGB	IPKW
2026	-1.57%	+3.18%
2025	+4.61%	+46.10%
2024	+18.76%	+11.33%
2023	+18.13%	+15.49%
2022	-16.76%	-13.61%
2021	+15.96%	+11.57%
2020	-4.21%	+15.28%
2019	+15.36%	+19.76%
2018	-5.12%	-21.98%
2017	+10.17%	+33.30%
2016	+25.60%	+13.54%
2015	-10.49%	+7.30%
2014	-0.52%	-0.62%
2013	+1.47%	N/A
2012	-6.10%	N/A

BGB vs IPKW Drawdown Comparison

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

The maximum drawdown for IPKW was -47.21%, occurring on Mar 23, 2020. Recovery took 718 trading sessions.

The current BGB drawdown is -4.91%. The current IPKW drawdown is -4.00%.

Rank	BGB	IPKW
#1	-44.87% Feb 20, 2020 - Apr 28, 2021	-47.21% Jan 26, 2018 - Dec 2, 2020
#2	-24.89% May 10, 2013 - Dec 6, 2016	-33.13% Jun 7, 2021 - May 14, 2024
#3	-21.24% Oct 22, 2021 - Jan 25, 2024	-19.10% May 15, 2015 - Apr 19, 2016
#4	-16.36% Oct 1, 2018 - Jul 1, 2019	-17.78% Mar 19, 2025 - May 16, 2025
#5	-12.77% Feb 11, 2025 - Jul 1, 2025	-13.05% Apr 20, 2016 - Sep 6, 2016
#6	-9.06% Aug 29, 2025 - Mar 27, 2026	-12.29% Jul 3, 2014 - Mar 19, 2015
#7	-7.90% Sep 20, 2019 - Jan 10, 2020	-9.14% Feb 9, 2026 - May 6, 2026
#8	-7.63% Oct 9, 2012 - Mar 1, 2013	-8.01% Oct 7, 2024 - Feb 6, 2025
#9	-4.92% Jul 30, 2019 - Sep 18, 2019	-7.53% Jul 17, 2024 - Aug 19, 2024
#10	-3.86% Jul 10, 2024 - Aug 16, 2024	-6.36% Sep 22, 2016 - Jan 4, 2017
#11	-3.24% Dec 9, 2024 - Jan 31, 2025	-5.62% Nov 12, 2025 - Dec 10, 2025
#12	-3.14% May 12, 2017 - Jul 25, 2017	-5.08% Mar 6, 2014 - May 12, 2014
#13	-2.89% Oct 13, 2017 - Dec 7, 2017	-4.99% Jan 21, 2021 - Feb 8, 2021
#14	-2.79% Jul 6, 2021 - Aug 5, 2021	-4.71% May 7, 2021 - May 27, 2021
#15	-2.67% Mar 1, 2017 - Apr 11, 2017	-4.53% May 31, 2024 - Jul 5, 2024

Correlation

Correlation between BGB and IPKW is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2012 - 2026)

BGB vs IPKW dividend yield comparison.

Year	BGB	IPKW
2026	2.78%	0.99%
2025	8.58%	3.55%
2024	9.26%	4.12%
2023	10.69%	2.66%
2022	7.35%	3.77%
2021	6.63%	7.37%
2020	8.77%	1.45%
2019	9.30%	2.41%
2018	11.18%	2.61%
2017	7.35%	0.93%
2016	8.76%	2.82%
2015	9.42%	1.31%
2014	7.79%	1.41%
2013	7.89%	0.00%
2012	1.26%	0.00%