BGB vs VGSR

Comparison between Blackstone Strategic Credit 2027 Term Fund (BGB, ETF) and VERT GLOBAL SUSTAINABLE REAL ESTATE ETF (VGSR, ETF).

BGB vs VGSR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGB(ETF)	VGSR(ETF)
Net Assets	$525M	$524M
Expense Ratio	N/A	0.45%
Max Drawdown	59.06%	19.97%
Sharpe Ratio	-0.69	0.68
5Y Beta	0.36	0.45
P/E Ratio	N/A	40.13
Forward P/E	N/A	44.57
PEG Ratio	N/A	0.44
5Y Dividends CAGR	1.97%	N/A
5Y EPS CAGR	N/A	8.57%
Debt to Equity	N/A	29.93%
P/S Ratio	N/A	7.61
P/B Ratio	N/A	3.04

Net Assets

Winner

BGB

$525M

VGSR

$524M

Expense Ratio

BGB

N/A

VGSR

0.45%

Max Drawdown

BGB

59.06%

Winner

VGSR

19.97%

Sharpe Ratio

BGB

-0.69

Winner

VGSR

0.68

5Y Beta

Winner

BGB

0.36

VGSR

0.45

P/E Ratio

BGB

N/A

VGSR

40.13

Forward P/E

BGB

N/A

VGSR

44.57

PEG Ratio

BGB

N/A

VGSR

0.44

5Y Dividends CAGR

BGB

1.97%

VGSR

N/A

5Y EPS CAGR

BGB

N/A

VGSR

8.57%

Debt to Equity

BGB

N/A

VGSR

29.93%

P/S Ratio

BGB

N/A

VGSR

7.61

P/B Ratio

BGB

N/A

VGSR

3.04

BGB vs VGSR - Historical Returns

Returns include dividend reinvestment.

Period	BGB	VGSR
1 month	-0.09%	+2.05%
3 months	+1.92%	+5.34%
6 months	-1.82%	+10.81%
1 year	-1.48%	+12.00%
5 years(CAGR)	+4.62%	N/A
10 years(CAGR)	+6.13%	N/A
Max(CAGR)	+4.29%	+12.38%

BGB

-0.09%

Winner

VGSR

+2.05%

BGB

+1.92%

Winner

VGSR

+5.34%

BGB

-1.82%

Winner

VGSR

+10.81%

BGB

-1.48%

Winner

VGSR

+12.00%

5Y(CAGR)

BGB

+4.62%

VGSR

N/A

10Y(CAGR)

BGB

+6.13%

VGSR

N/A

Max(CAGR)

BGB

+4.29%

Winner

VGSR

+12.38%

BGB vs VGSR - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BGB	VGSR
2026	-0.82%	+12.93%
2025	+4.61%	+7.16%
2024	+18.76%	+5.33%
2023	+18.13%	+7.01%
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 VGSR Drawdown Comparison

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

The maximum drawdown for VGSR was -18.32%, occurring on Apr 8, 2025. Recovery took 279 trading sessions.

The current BGB drawdown is -4.19%. The current VGSR drawdown is -0.72%.

Rank	BGB	VGSR
#1	-44.87% Feb 20, 2020 - Apr 28, 2021	-18.32% Sep 16, 2024 - Oct 27, 2025
#2	-24.89% May 10, 2013 - Dec 6, 2016	-9.73% Feb 26, 2026 - Apr 17, 2026
#3	-21.24% Oct 22, 2021 - Jan 25, 2024	-8.51% Dec 14, 2023 - Jul 10, 2024
#4	-16.36% Oct 1, 2018 - Jul 1, 2019	-5.76% Oct 27, 2025 - Feb 6, 2026
#5	-12.77% Feb 11, 2025 - Jul 1, 2025	-3.29% Aug 1, 2024 - Aug 9, 2024
#6	-9.06% Aug 29, 2025 - Mar 27, 2026	-3.20% May 6, 2026 - Jun 10, 2026
#7	-7.90% Sep 20, 2019 - Jan 10, 2020	-3.06% Jul 17, 2024 - Aug 1, 2024
#8	-7.63% Oct 9, 2012 - Mar 1, 2013	-2.48% Apr 17, 2026 - May 6, 2026
#9	-4.92% Jul 30, 2019 - Sep 18, 2019	-2.25% Jun 12, 2026 - Jun 25, 2026
#10	-3.86% Jul 10, 2024 - Aug 16, 2024	-2.20% Jun 26, 2026 - Jul 17, 2026
#11	-3.24% Dec 9, 2024 - Jan 31, 2025	-1.33% Feb 17, 2026 - Feb 26, 2026
#12	-3.14% May 12, 2017 - Jul 25, 2017	-0.97% Aug 9, 2024 - Aug 13, 2024
#13	-2.89% Oct 13, 2017 - Dec 7, 2017	-0.86% Aug 27, 2024 - Aug 30, 2024
#14	-2.79% Jul 6, 2021 - Aug 5, 2021	-0.72% Jul 17, 2026 - Jul 23, 2026
#15	-2.67% Mar 1, 2017 - Apr 11, 2017	-0.44% Sep 5, 2024 - Sep 9, 2024

Correlation

Correlation between BGB and VGSR is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2012 - 2026)

BGB vs VGSR dividend yield comparison.

Year	BGB	VGSR
2026	3.45%	1.63%
2025	8.58%	3.41%
2024	9.26%	3.79%
2023	10.69%	2.64%
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%