BGH vs ACV

Comparison between Barings Global Short Duration High Yield Fund (BGH, ETF) and Virtus Diversified Income & Convertible Fund (ACV, ETF).

5-Year PerformanceACV has outperformed BGH, delivering a return of +9.6% compared to +6.7%

BGH vs ACV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGH(ETF)	ACV(ETF)
Net Assets	$300M	$301M
Max Drawdown	63.84%	54.50%
Sharpe Ratio	0.04	1.70
5Y Beta	0.42	0.78
5Y Dividends CAGR	5.93%	4.24%

Net Assets

BGH

$300M

Winner

ACV

$301M

Max Drawdown

BGH

63.84%

Winner

ACV

54.50%

Sharpe Ratio

BGH

0.04

Winner

ACV

1.70

5Y Beta

Winner

BGH

0.42

ACV

0.78

5Y Dividends CAGR

Winner

BGH

5.93%

ACV

4.24%

BGH vs ACV - Historical Returns

Returns include dividend reinvestment.

Period	BGH	ACV
1 month	-0.40%	+2.11%
3 months	+3.72%	+10.55%
6 months	-2.14%	+12.15%
1 year	+2.90%	+36.72%
5 years(CAGR)	+6.68%	+9.62%
10 years(CAGR)	+7.64%	+16.54%
Max(CAGR)	+6.09%	+12.57%

BGH

-0.40%

Winner

ACV

+2.11%

BGH

+3.72%

Winner

ACV

+10.55%

BGH

-2.14%

Winner

ACV

+12.15%

BGH

+2.90%

Winner

ACV

+36.72%

5Y(CAGR)

BGH

+6.68%

Winner

ACV

+9.62%

10Y(CAGR)

BGH

+7.64%

Winner

ACV

+16.54%

Max(CAGR)

BGH

+6.09%

Winner

ACV

+12.57%

BGH vs ACV - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BGH	ACV
2026	-3.25%	+8.60%
2025	+7.41%	+33.26%
2024	+26.25%	+16.23%
2023	+17.36%	+25.47%
2022	-19.43%	-35.51%
2021	+25.25%	+26.49%
2020	-5.04%	+45.25%
2019	+19.70%	+41.62%
2018	-8.56%	-7.92%
2017	+10.60%	+27.59%
2016	+29.79%	+17.13%
2015	-8.72%	-23.42%
2014	-1.88%	N/A
2013	+5.32%	N/A
2012	-4.35%	N/A

BGH vs ACV Drawdown Comparison

The maximum drawdown for BGH was -48.74%, occurring on Mar 23, 2020. Recovery took 288 trading sessions.

The maximum drawdown for ACV was -53.61%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.

The current BGH drawdown is -10.48%. The current ACV drawdown is -3.09%.

Rank	BGH	ACV
#1	-48.74% Feb 20, 2020 - Apr 13, 2021	-53.61% Feb 19, 2020 - Aug 4, 2020
#2	-26.63% Jan 6, 2022 - Feb 29, 2024	-48.80% Jan 13, 2022 - Oct 8, 2025
#3	-25.45% Jun 18, 2014 - Aug 18, 2016	-36.80% May 26, 2015 - Apr 10, 2017
#4	-20.85% Sep 4, 2018 - May 1, 2019	-28.23% Oct 2, 2018 - Apr 30, 2019
#5	-16.88% Sep 17, 2025 - Mar 30, 2026	-15.69% Feb 16, 2021 - Jul 1, 2021
#6	-15.51% Feb 21, 2025 - Jul 1, 2025	-14.80% Jan 28, 2026 - May 13, 2026
#7	-11.53% May 7, 2013 - Jan 6, 2014	-11.22% Nov 15, 2021 - Dec 23, 2021
#8	-9.18% May 3, 2019 - Jan 8, 2020	-11.16% May 9, 2019 - Jul 10, 2019
#9	-7.94% Oct 20, 2017 - Aug 7, 2018	-10.11% Sep 7, 2021 - Nov 3, 2021
#10	-6.58% Oct 26, 2016 - Nov 28, 2016	-9.75% Sep 2, 2020 - Oct 9, 2020
#11	-5.75% Nov 8, 2024 - Dec 2, 2024	-9.37% Oct 12, 2020 - Nov 6, 2020
#12	-5.54% Dec 6, 2024 - Feb 18, 2025	-8.91% Jan 26, 2018 - Mar 14, 2018
#13	-5.00% Nov 16, 2021 - Dec 31, 2021	-8.49% Aug 21, 2019 - Nov 6, 2019
#14	-4.51% Jul 13, 2021 - Aug 31, 2021	-8.02% Jul 9, 2021 - Aug 9, 2021
#15	-4.50% Dec 7, 2012 - Jan 18, 2013	-6.42% Jul 25, 2017 - Oct 4, 2017

Correlation

Correlation between BGH and ACV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2012 - 2026)

BGH vs ACV dividend yield comparison.

Year	BGH	ACV
2026	4.38%	3.26%
2025	11.38%	9.68%
2024	9.72%	9.84%
2023	10.66%	10.30%
2022	9.99%	12.69%
2021	7.31%	24.19%
2020	9.10%	7.28%
2019	10.14%	8.15%
2018	12.11%	10.76%
2017	9.50%	9.18%
2016	9.61%	10.67%
2015	13.31%	5.52%
2014	14.41%	0.00%
2013	10.05%	0.00%
2012	0.71%	0.00%