BGB vs QVAL
Comparison between Blackstone Strategic Credit 2027 Term Fund (BGB, ETF) and ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF (QVAL, ETF).
5-Year PerformanceQVAL has outperformed BGB, delivering a return of +12.7% compared to +4.8%
BGB vs QVAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BGB vs QVAL - Historical Returns
Returns include dividend reinvestment.
BGB vs QVAL - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | BGB | QVAL |
|---|---|---|
| 2026 | -1.65% | +15.91% |
| 2025 | +4.61% | +11.27% |
| 2024 | +18.76% | +12.04% |
| 2023 | +18.13% | +31.82% |
| 2022 | -16.76% | -11.30% |
| 2021 | +15.96% | +34.69% |
| 2020 | -4.21% | -6.12% |
| 2019 | +15.36% | +22.17% |
| 2018 | -5.12% | -18.51% |
| 2017 | +10.17% | +24.51% |
| 2016 | +25.60% | +13.13% |
| 2015 | -10.49% | N/A |
| 2014 | -0.52% | N/A |
| 2013 | +1.47% | N/A |
| 2012 | -6.10% | N/A |
BGB vs QVAL Drawdown Comparison
The maximum drawdown for BGB was -44.87%, occurring on Mar 18, 2020. Recovery took 299 trading sessions.
The maximum drawdown for QVAL was -51.47%, occurring on Mar 23, 2020. Recovery took 786 trading sessions.
The current BGB drawdown is -5.00%.
| Rank | BGB | QVAL |
|---|---|---|
| #1 | -44.87% Feb 20, 2020 - Apr 28, 2021 | -51.47% Jan 26, 2018 - Mar 12, 2021 |
| #2 | -24.89% May 10, 2013 - Dec 6, 2016 | -27.14% Nov 16, 2021 - Sep 1, 2023 |
| #3 | -21.24% Oct 22, 2021 - Jan 25, 2024 | -21.41% Dec 2, 2024 - Oct 1, 2025 |
| #4 | -16.36% Oct 1, 2018 - Jul 1, 2019 | -13.23% Mar 21, 2016 - Aug 15, 2016 |
| #5 | -12.77% Feb 11, 2025 - Jul 1, 2025 | -12.04% Jan 4, 2016 - Mar 2, 2016 |
| #6 | -9.06% Aug 29, 2025 - Mar 27, 2026 | -8.14% Sep 14, 2023 - Dec 1, 2023 |
| #7 | -7.90% Sep 20, 2019 - Jan 10, 2020 | -7.57% May 7, 2021 - Aug 11, 2021 |
| #8 | -7.63% Oct 9, 2012 - Mar 1, 2013 | -7.52% Jul 31, 2024 - Sep 19, 2024 |
| #9 | -4.92% Jul 30, 2019 - Sep 18, 2019 | -7.21% Aug 23, 2016 - Nov 11, 2016 |
| #10 | -3.86% Jul 10, 2024 - Aug 16, 2024 | -6.04% Feb 11, 2026 - Apr 9, 2026 |
| #11 | -3.24% Dec 9, 2024 - Jan 31, 2025 | -5.99% Sep 2, 2021 - Oct 22, 2021 |
| #12 | -3.14% May 12, 2017 - Jul 25, 2017 | -5.73% May 31, 2024 - Jul 16, 2024 |
| #13 | -2.89% Oct 13, 2017 - Dec 7, 2017 | -5.50% Mar 28, 2024 - May 31, 2024 |
| #14 | -2.79% Jul 6, 2021 - Aug 5, 2021 | -5.06% Oct 3, 2025 - Nov 12, 2025 |
| #15 | -2.67% Mar 1, 2017 - Apr 11, 2017 | -5.00% Apr 27, 2017 - Aug 7, 2017 |
Correlation
Correlation between BGB and QVAL is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2012 - 2026)
BGB vs QVAL dividend yield comparison.
| Year | BGB | QVAL |
|---|---|---|
| 2026 | 2.79% | 0.37% |
| 2025 | 8.58% | 1.44% |
| 2024 | 9.26% | 1.72% |
| 2023 | 10.69% | 1.76% |
| 2022 | 7.35% | 2.00% |
| 2021 | 6.63% | 1.23% |
| 2020 | 8.77% | 1.86% |
| 2019 | 9.30% | 1.99% |
| 2018 | 11.18% | 1.64% |
| 2017 | 7.35% | 1.08% |
| 2016 | 8.76% | 1.30% |
| 2015 | 9.42% | 0.00% |
| 2014 | 7.79% | 0.00% |
| 2013 | 7.89% | 0.00% |
| 2012 | 1.26% | 0.00% |
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