BGB vs OCTW

Comparison between Blackstone Strategic Credit 2027 Term Fund (BGB, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF (OCTW, ETF).

5-Year PerformanceOCTW has outperformed BGB, delivering a return of +8.7% compared to +4.8%

BGB vs OCTW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGB(ETF)	OCTW(ETF)
Net Assets	$530M	$530M
Expense Ratio	N/A	0.74%
Max Drawdown	59.06%	8.38%
Sharpe Ratio	-0.18	1.49
5Y Beta	0.37	0.37
5Y Dividends CAGR	1.75%	N/A

Net Assets

BGB

$530M

Winner

OCTW

$530M

Expense Ratio

BGB

N/A

OCTW

0.74%

Max Drawdown

BGB

59.06%

Winner

OCTW

8.38%

Sharpe Ratio

BGB

-0.18

Winner

OCTW

1.49

5Y Beta

Winner

BGB

0.37

OCTW

0.37

5Y Dividends CAGR

BGB

1.75%

OCTW

N/A

BGB vs OCTW - Historical Returns

Returns include dividend reinvestment.

Period	BGB	OCTW
1 month	-0.89%	+0.61%
3 months	+3.49%	+4.94%
6 months	-0.87%	+4.87%
1 year	+1.61%	+11.44%
5 years(CAGR)	+4.84%	+8.74%
10 years(CAGR)	+6.25%	N/A
Max(CAGR)	+4.26%	+8.95%

BGB

-0.89%

Winner

OCTW

+0.61%

BGB

+3.49%

Winner

OCTW

+4.94%

BGB

-0.87%

Winner

OCTW

+4.87%

BGB

+1.61%

Winner

OCTW

+11.44%

5Y(CAGR)

BGB

+4.84%

Winner

OCTW

+8.74%

10Y(CAGR)

BGB

+6.25%

OCTW

N/A

Max(CAGR)

BGB

+4.26%

Winner

OCTW

+8.95%

BGB vs OCTW - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BGB	OCTW
2026	-1.65%	+4.29%
2025	+4.61%	+9.83%
2024	+18.76%	+8.84%
2023	+18.13%	+17.72%
2022	-16.76%	+0.29%
2021	+15.96%	+7.07%
2020	-4.21%	+4.11%
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 OCTW Drawdown Comparison

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

The maximum drawdown for OCTW was -8.38%, occurring on Apr 8, 2025. Recovery took 76 trading sessions.

The current BGB drawdown is -5.00%. The current OCTW drawdown is -0.43%.

Rank	BGB	OCTW
#1	-44.87% Feb 20, 2020 - Apr 28, 2021	-8.38% Feb 18, 2025 - Jun 6, 2025
#2	-24.89% May 10, 2013 - Dec 6, 2016	-6.96% Jan 3, 2022 - Nov 10, 2022
#3	-21.24% Oct 22, 2021 - Jan 25, 2024	-3.65% Feb 25, 2026 - Apr 13, 2026
#4	-16.36% Oct 1, 2018 - Jul 1, 2019	-2.79% Oct 12, 2020 - Nov 5, 2020
#5	-12.77% Feb 11, 2025 - Jul 1, 2025	-2.69% Feb 2, 2023 - Mar 31, 2023
#6	-9.06% Aug 29, 2025 - Mar 27, 2026	-2.64% Oct 11, 2023 - Nov 3, 2023
#7	-7.90% Sep 20, 2019 - Jan 10, 2020	-2.33% Dec 2, 2022 - Jan 12, 2023
#8	-7.63% Oct 9, 2012 - Mar 1, 2013	-2.01% Oct 27, 2025 - Dec 3, 2025
#9	-4.92% Jul 30, 2019 - Sep 18, 2019	-1.73% Nov 16, 2021 - Dec 23, 2021
#10	-3.86% Jul 10, 2024 - Aug 16, 2024	-1.49% Jul 31, 2024 - Aug 13, 2024
#11	-3.24% Dec 9, 2024 - Jan 31, 2025	-1.41% Dec 6, 2024 - Jan 17, 2025
#12	-3.14% May 12, 2017 - Jul 25, 2017	-1.26% Jan 20, 2021 - Feb 8, 2021
#13	-2.89% Oct 13, 2017 - Dec 7, 2017	-1.15% Oct 8, 2025 - Oct 20, 2025
#14	-2.79% Jul 6, 2021 - Aug 5, 2021	-1.12% May 1, 2023 - May 15, 2023
#15	-2.67% Mar 1, 2017 - Apr 11, 2017	-1.12% Oct 14, 2024 - Nov 6, 2024