BGB vs PCI

Comparison between Blackstone Strategic Credit 2027 Term Fund (BGB, ETF) and PGIM Corporate Bond 5-10 Year ETF (PCI, ETF).

5-Year PerformancePCI has outperformed BGB, delivering a return of +19.1% compared to +4.4%

BGB vs PCI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGB(ETF)	PCI(ETF)
Net Assets	$525M	$526M
Expense Ratio	N/A	0.25%
Max Drawdown	59.06%	44.97%
Sharpe Ratio	-0.76	-0.10
5Y Beta	0.36	0.16
5Y Dividends CAGR	0.57%	5.22%

Net Assets

BGB

$525M

Winner

PCI

$526M

Expense Ratio

BGB

N/A

PCI

0.25%

Max Drawdown

BGB

59.06%

Winner

PCI

44.97%

Sharpe Ratio

BGB

-0.76

Winner

PCI

-0.10

5Y Beta

BGB

0.36

Winner

PCI

0.16

5Y Dividends CAGR

BGB

0.57%

Winner

PCI

5.22%

BGB vs PCI - Historical Returns

Returns include dividend reinvestment.

Period	BGB	PCI
1 month	+0.50%	+0.42%
3 months	+0.60%	-0.07%
6 months	+1.83%	-1.32%
1 year	-2.75%	+2.87%
5 years(CAGR)	+4.38%	+19.06%
10 years(CAGR)	+6.00%	+16.33%
Max(CAGR)	+4.29%	+13.03%

Winner

BGB

+0.50%

PCI

+0.42%

Winner

BGB

+0.60%

PCI

-0.07%

Winner

BGB

+1.83%

PCI

-1.32%

BGB

-2.75%

Winner

PCI

+2.87%

5Y(CAGR)

BGB

+4.38%

Winner

PCI

+19.06%

10Y(CAGR)

BGB

+6.00%

Winner

PCI

+16.33%

Max(CAGR)

BGB

+4.29%

Winner

PCI

+13.03%

BGB vs PCI - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BGB	PCI
2026	-0.44%	+0.20%
2025	+4.61%	+2.96%
2024	+18.76%	N/A
2023	+18.13%	N/A
2022	-16.76%	N/A
2021	+15.96%	+5.64%
2020	-4.21%	-6.35%
2019	+15.36%	+31.32%
2018	-5.12%	+3.49%
2017	+10.17%	+20.65%
2016	+25.60%	+28.21%
2015	-10.49%	-2.61%
2014	-0.52%	+2.42%
2013	+1.47%	-2.12%
2012	-6.10%	N/A

BGB vs PCI Drawdown Comparison

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

The maximum drawdown for PCI was -43.54%, occurring on Mar 23, 2020. Recovery took 284 trading sessions.

The current BGB drawdown is -3.83%. The current PCI drawdown is -1.49%.

Rank	BGB	PCI
#1	-44.87% Feb 20, 2020 - Apr 28, 2021	-43.54% Feb 20, 2020 - Apr 7, 2021
#2	-24.89% May 10, 2013 - Dec 6, 2016	-16.18% Feb 6, 2013 - Apr 28, 2014
#3	-21.24% Oct 22, 2021 - Jan 25, 2024	-15.78% Oct 2, 2018 - Mar 1, 2019
#4	-16.36% Oct 1, 2018 - Jul 1, 2019	-15.20% Jun 12, 2014 - Jun 7, 2016
#5	-12.77% Feb 11, 2025 - Jul 1, 2025	-7.44% Aug 9, 2021 - Aug 1, 2025
#6	-9.06% Aug 29, 2025 - Mar 27, 2026	-5.75% Oct 10, 2016 - Dec 7, 2016
#7	-7.90% Sep 20, 2019 - Jan 10, 2020	-5.42% Oct 12, 2017 - Mar 6, 2018
#8	-7.63% Oct 9, 2012 - Mar 1, 2013	-5.10% Aug 7, 2017 - Sep 20, 2017
#9	-4.92% Jul 30, 2019 - Sep 18, 2019	-4.97% May 5, 2021 - Aug 5, 2021
#10	-3.86% Jul 10, 2024 - Aug 16, 2024	-4.36% Aug 2, 2019 - Sep 12, 2019
#11	-3.24% Dec 9, 2024 - Jan 31, 2025	-4.22% Sep 8, 2016 - Sep 28, 2016
#12	-3.14% May 12, 2017 - Jul 25, 2017	-3.34% Jun 20, 2019 - Jul 22, 2019
#13	-2.89% Oct 13, 2017 - Dec 7, 2017	-3.17% Apr 16, 2021 - May 5, 2021
#14	-2.79% Jul 6, 2021 - Aug 5, 2021	-3.04% Feb 27, 2026 - Mar 27, 2026
#15	-2.67% Mar 1, 2017 - Apr 11, 2017	-2.93% Nov 6, 2019 - Nov 29, 2019

Correlation

Correlation between BGB and PCI 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 PCI dividend yield comparison.

Year	BGB	PCI
2026	4.85%	3.23%
2025	8.58%	2.18%
2024	9.26%	0.00%
2023	10.69%	0.00%
2022	7.35%	0.00%
2021	6.63%	10.20%
2020	8.77%	9.85%
2019	9.30%	9.84%
2018	11.18%	11.02%
2017	7.35%	8.78%
2016	8.76%	12.85%
2015	9.42%	11.85%
2014	7.79%	11.98%
2013	7.89%	8.57%
2012	1.26%	0.00%