BGB vs MFSV

Comparison between Blackstone Strategic Credit 2027 Term Fund (BGB, ETF) and MFS ACTIVE VALUE ETF (MFSV, ETF).

BGB vs MFSV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGB(ETF)	MFSV(ETF)
Net Assets	$525M	$526M
Expense Ratio	N/A	0.44%
Max Drawdown	59.06%	13.09%
Sharpe Ratio	-0.69	1.15
5Y Beta	0.36	0.60
P/E Ratio	N/A	22.11
Forward P/E	N/A	18.23
PEG Ratio	N/A	0.61
5Y Dividends CAGR	1.97%	N/A
5Y EPS CAGR	N/A	13.37%
Debt to Equity	N/A	74.51%
P/S Ratio	N/A	1.83
P/B Ratio	N/A	3.48

Net Assets

BGB

$525M

Winner

MFSV

$526M

Expense Ratio

BGB

N/A

MFSV

0.44%

Max Drawdown

BGB

59.06%

Winner

MFSV

13.09%

Sharpe Ratio

BGB

-0.69

Winner

MFSV

1.15

5Y Beta

Winner

BGB

0.36

MFSV

0.60

P/E Ratio

BGB

N/A

MFSV

22.11

Forward P/E

BGB

N/A

MFSV

18.23

PEG Ratio

BGB

N/A

MFSV

0.61

5Y Dividends CAGR

BGB

1.97%

MFSV

N/A

5Y EPS CAGR

BGB

N/A

MFSV

13.37%

Debt to Equity

BGB

N/A

MFSV

74.51%

P/S Ratio

BGB

N/A

MFSV

1.83

P/B Ratio

BGB

N/A

MFSV

3.48

BGB vs MFSV - Historical Returns

Returns include dividend reinvestment.

Period	BGB	MFSV
1 month	-0.09%	+3.20%
3 months	+1.92%	+5.58%
6 months	-1.82%	+7.99%
1 year	-1.48%	+15.53%
5 years(CAGR)	+4.62%	N/A
10 years(CAGR)	+6.13%	N/A
Max(CAGR)	+4.29%	+11.85%

BGB

-0.09%

Winner

MFSV

+3.20%

BGB

+1.92%

Winner

MFSV

+5.58%

BGB

-1.82%

Winner

MFSV

+7.99%

BGB

-1.48%

Winner

MFSV

+15.53%

5Y(CAGR)

BGB

+4.62%

MFSV

N/A

10Y(CAGR)

BGB

+6.13%

MFSV

N/A

Max(CAGR)

BGB

+4.29%

Winner

MFSV

+11.85%

BGB vs MFSV - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BGB	MFSV
2026	-0.82%	+9.85%
2025	+4.61%	+13.80%
2024	+18.76%	-4.64%
2023	+18.13%	N/A
2022	-16.76%	N/A
2021	+15.96%	N/A
2020	-4.21%	N/A
2019	+15.36%	N/A
2018	-5.12%	N/A
2017	+10.17%	N/A
2016	+25.60%	N/A
2015	-10.49%	N/A
2014	-0.52%	N/A
2013	+1.47%	N/A
2012	-6.10%	N/A

BGB vs MFSV Drawdown Comparison

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

The maximum drawdown for MFSV was -12.74%, occurring on Apr 8, 2025. Recovery took 82 trading sessions.

The current BGB drawdown is -4.19%. The current MFSV drawdown is -0.24%.

Rank	BGB	MFSV
#1	-44.87% Feb 20, 2020 - Apr 28, 2021	-12.74% Feb 28, 2025 - Jun 27, 2025
#2	-24.89% May 10, 2013 - Dec 6, 2016	-6.34% Mar 2, 2026 - Jun 4, 2026
#3	-21.24% Oct 22, 2021 - Jan 25, 2024	-5.49% Dec 5, 2024 - Jan 27, 2025
#4	-16.36% Oct 1, 2018 - Jul 1, 2019	-3.45% Oct 27, 2025 - Nov 28, 2025
#5	-12.77% Feb 11, 2025 - Jul 1, 2025	-2.97% Jul 25, 2025 - Aug 20, 2025
#6	-9.06% Aug 29, 2025 - Mar 27, 2026	-2.48% Oct 3, 2025 - Oct 27, 2025
#7	-7.90% Sep 20, 2019 - Jan 10, 2020	-1.78% Jan 16, 2026 - Feb 4, 2026
#8	-7.63% Oct 9, 2012 - Mar 1, 2013	-1.66% Jul 3, 2025 - Jul 23, 2025
#9	-4.92% Jul 30, 2019 - Sep 18, 2019	-1.50% Jan 6, 2026 - Jan 9, 2026
#10	-3.86% Jul 10, 2024 - Aug 16, 2024	-1.40% Aug 22, 2025 - Sep 11, 2025
#11	-3.24% Dec 9, 2024 - Jan 31, 2025	-1.31% Dec 15, 2025 - Dec 24, 2025
#12	-3.14% May 12, 2017 - Jul 25, 2017	-1.22% Jun 16, 2026 - Jul 1, 2026
#13	-2.89% Oct 13, 2017 - Dec 7, 2017	-1.21% Feb 11, 2026 - Feb 26, 2026
#14	-2.79% Jul 6, 2021 - Aug 5, 2021	-1.15% Dec 24, 2025 - Jan 5, 2026
#15	-2.67% Mar 1, 2017 - Apr 11, 2017	-1.13% Jan 27, 2025 - Feb 19, 2025

Correlation

Correlation between BGB and MFSV is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.37

-101

Dividend Comparison (2012 - 2026)

BGB vs MFSV dividend yield comparison.

Year	BGB	MFSV
2026	3.45%	0.69%
2025	8.58%	1.53%
2024	9.26%	0.11%
2023	10.69%	0.00%
2022	7.35%	0.00%
2021	6.63%	0.00%
2020	8.77%	0.00%
2019	9.30%	0.00%
2018	11.18%	0.00%
2017	7.35%	0.00%
2016	8.76%	0.00%
2015	9.42%	0.00%
2014	7.79%	0.00%
2013	7.89%	0.00%
2012	1.26%	0.00%