BGB vs QDEF
Comparison between Blackstone Strategic Credit 2027 Term Fund (BGB, ETF) and FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND (QDEF, ETF).
5-Year PerformanceQDEF has outperformed BGB, delivering a return of +12.3% compared to +5.0%
BGB vs QDEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BGB vs QDEF - Historical Returns
Returns include dividend reinvestment.
BGB vs QDEF - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | BGB | QDEF |
|---|---|---|
| 2026 | -1.57% | +7.02% |
| 2025 | +4.61% | +17.60% |
| 2024 | +18.76% | +21.27% |
| 2023 | +18.13% | +17.68% |
| 2022 | -16.76% | -10.90% |
| 2021 | +15.96% | +27.71% |
| 2020 | -4.21% | +3.01% |
| 2019 | +15.36% | +25.36% |
| 2018 | -5.12% | -4.43% |
| 2017 | +10.17% | +16.51% |
| 2016 | +25.60% | +16.55% |
| 2015 | -10.49% | +0.02% |
| 2014 | -0.52% | +15.03% |
| 2013 | +1.47% | +33.47% |
| 2012 | -6.10% | -2.51% |
BGB vs QDEF Drawdown Comparison
The maximum drawdown for BGB was -44.87%, occurring on Mar 18, 2020. Recovery took 299 trading sessions.
The maximum drawdown for QDEF was -35.71%, occurring on Mar 23, 2020. Recovery took 215 trading sessions.
The current BGB drawdown is -4.91%. The current QDEF drawdown is -1.84%.
| Rank | BGB | QDEF |
|---|---|---|
| #1 | -44.87% Feb 20, 2020 - Apr 28, 2021 | -35.71% Feb 12, 2020 - Dec 17, 2020 |
| #2 | -24.89% May 10, 2013 - Dec 6, 2016 | -21.38% Dec 29, 2021 - Jul 19, 2023 |
| #3 | -21.24% Oct 22, 2021 - Jan 25, 2024 | -16.85% Sep 21, 2018 - Mar 21, 2019 |
| #4 | -16.36% Oct 1, 2018 - Jul 1, 2019 | -14.44% Dec 2, 2024 - Jun 12, 2025 |
| #5 | -12.77% Feb 11, 2025 - Jul 1, 2025 | -12.04% May 21, 2015 - Mar 31, 2016 |
| #6 | -9.06% Aug 29, 2025 - Mar 27, 2026 | -9.87% Jan 26, 2018 - Aug 3, 2018 |
| #7 | -7.90% Sep 20, 2019 - Jan 10, 2020 | -8.96% Jul 28, 2023 - Dec 8, 2023 |
| #8 | -7.63% Oct 9, 2012 - Mar 1, 2013 | -6.95% Feb 9, 2026 - Apr 17, 2026 |
| #9 | -4.92% Jul 30, 2019 - Sep 18, 2019 | -6.44% Apr 30, 2019 - Jun 20, 2019 |
| #10 | -3.86% Jul 10, 2024 - Aug 16, 2024 | -6.10% Sep 3, 2014 - Oct 28, 2014 |
| #11 | -3.24% Dec 9, 2024 - Jan 31, 2025 | -5.92% Dec 31, 2013 - Feb 28, 2014 |
| #12 | -3.14% May 12, 2017 - Jul 25, 2017 | -5.83% Jul 29, 2019 - Oct 25, 2019 |
| #13 | -2.89% Oct 13, 2017 - Dec 7, 2017 | -5.60% Sep 3, 2021 - Nov 2, 2021 |
| #14 | -2.79% Jul 6, 2021 - Aug 5, 2021 | -5.59% Aug 15, 2016 - Nov 21, 2016 |
| #15 | -2.67% Mar 1, 2017 - Apr 11, 2017 | -5.26% Mar 28, 2024 - May 15, 2024 |
Correlation
Correlation between BGB and QDEF is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2012 - 2026)
BGB vs QDEF dividend yield comparison.
| Year | BGB | QDEF |
|---|---|---|
| 2026 | 2.78% | 0.23% |
| 2025 | 8.58% | 1.74% |
| 2024 | 9.26% | 1.85% |
| 2023 | 10.69% | 2.21% |
| 2022 | 7.35% | 2.42% |
| 2021 | 6.63% | 1.84% |
| 2020 | 8.77% | 2.50% |
| 2019 | 9.30% | 3.17% |
| 2018 | 11.18% | 7.10% |
| 2017 | 7.35% | 2.70% |
| 2016 | 8.76% | 2.90% |
| 2015 | 9.42% | 3.00% |
| 2014 | 7.79% | 2.52% |
| 2013 | 7.89% | 2.12% |
| 2012 | 1.26% | 0.49% |
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