BGH vs DBAW

Comparison between Barings Global Short Duration High Yield Fund (BGH, ETF) and XTRACKERS MSCI ALL WORLD EX US HEDGED EQUITY ETF (DBAW, ETF).

5-Year PerformanceDBAW has outperformed BGH, delivering a return of +11.6% compared to +6.6%

BGH vs DBAW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGH(ETF)	DBAW(ETF)
Net Assets	$298M	$297M
Expense Ratio	N/A	0.40%
Max Drawdown	63.84%	31.44%
Sharpe Ratio	-0.51	1.53
5Y Beta	0.43	0.74
5Y Dividends CAGR	5.93%	20.31%

Net Assets

Winner

BGH

$298M

DBAW

$297M

Expense Ratio

BGH

N/A

DBAW

0.40%

Max Drawdown

BGH

63.84%

Winner

DBAW

31.44%

Sharpe Ratio

BGH

-0.51

Winner

DBAW

1.53

5Y Beta

Winner

BGH

0.43

DBAW

0.74

5Y Dividends CAGR

BGH

5.93%

Winner

DBAW

20.31%

BGH vs DBAW - Historical Returns

Returns include dividend reinvestment.

Period	BGH	DBAW
1 month	+1.80%	+2.59%
3 months	+3.07%	+2.16%
6 months	+4.42%	+6.91%
1 year	-3.18%	+28.50%
5 years(CAGR)	+6.64%	+11.65%
10 years(CAGR)	+7.36%	+11.12%
Max(CAGR)	+6.30%	+9.49%

BGH

+1.80%

Winner

DBAW

+2.59%

Winner

BGH

+3.07%

DBAW

+2.16%

BGH

+4.42%

Winner

DBAW

+6.91%

BGH

-3.18%

Winner

DBAW

+28.50%

5Y(CAGR)

BGH

+6.64%

Winner

DBAW

+11.65%

10Y(CAGR)

BGH

+7.36%

Winner

DBAW

+11.12%

Max(CAGR)

BGH

+6.30%

Winner

DBAW

+9.49%

BGH vs DBAW - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BGH	DBAW
2026	+0.72%	+15.66%
2025	+7.41%	+25.86%
2024	+26.25%	+14.72%
2023	+17.36%	+14.15%
2022	-19.43%	-13.77%
2021	+25.25%	+12.71%
2020	-5.04%	+5.92%
2019	+19.70%	+22.66%
2018	-8.56%	-10.68%
2017	+10.60%	+17.09%
2016	+29.79%	+8.32%
2015	-8.72%	-0.16%
2014	-1.88%	+8.64%
2013	+5.32%	N/A
2012	-4.35%	N/A

BGH vs DBAW Drawdown Comparison

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

The maximum drawdown for DBAW was -31.44%, occurring on Mar 16, 2020. Recovery took 214 trading sessions.

The current BGH drawdown is -6.81%. The current DBAW drawdown is -1.65%.

Rank	BGH	DBAW
#1	-48.74% Feb 20, 2020 - Apr 13, 2021	-31.44% Jan 17, 2020 - Nov 20, 2020
#2	-26.63% Jan 6, 2022 - Feb 29, 2024	-24.12% Apr 27, 2015 - Apr 24, 2017
#3	-25.45% Jun 18, 2014 - Aug 18, 2016	-17.89% Nov 16, 2021 - Jan 25, 2024
#4	-20.85% Sep 4, 2018 - May 1, 2019	-16.25% Jan 23, 2018 - Oct 15, 2019
#5	-16.88% Sep 17, 2025 - Mar 30, 2026	-14.11% Mar 19, 2025 - May 20, 2025
#6	-15.51% Feb 21, 2025 - Jul 1, 2025	-9.00% Feb 25, 2026 - Apr 17, 2026
#7	-11.53% May 7, 2013 - Jan 6, 2014	-8.95% Jul 12, 2024 - Sep 24, 2024
#8	-9.18% May 3, 2019 - Jan 8, 2020	-8.69% Sep 4, 2014 - Nov 26, 2014
#9	-7.94% Oct 20, 2017 - Aug 7, 2018	-6.52% Dec 5, 2014 - Jan 26, 2015
#10	-6.58% Oct 26, 2016 - Nov 28, 2016	-5.33% Jun 22, 2026 - Jul 29, 2026
#11	-5.75% Nov 8, 2024 - Dec 2, 2024	-4.96% Sep 7, 2021 - Nov 4, 2021
#12	-5.54% Dec 6, 2024 - Feb 18, 2025	-4.60% Nov 12, 2025 - Dec 22, 2025
#13	-5.00% Nov 16, 2021 - Dec 31, 2021	-4.35% Oct 4, 2024 - Jan 24, 2025
#14	-4.51% Jul 13, 2021 - Aug 31, 2021	-4.26% Jun 2, 2026 - Jun 15, 2026
#15	-4.50% Dec 7, 2012 - Jan 18, 2013	-4.01% Mar 6, 2014 - Apr 2, 2014

Correlation

Correlation between BGH and DBAW is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2012 - 2026)

BGH vs DBAW dividend yield comparison.

Year	BGH	DBAW
2026	6.91%	0.04%
2025	11.38%	3.83%
2024	9.72%	1.70%
2023	10.66%	3.45%
2022	9.99%	8.81%
2021	7.31%	2.05%
2020	9.10%	2.08%
2019	10.14%	2.91%
2018	12.11%	2.93%
2017	9.50%	2.41%
2016	9.61%	1.99%
2015	13.31%	5.74%
2014	14.41%	7.59%
2013	10.05%	0.00%
2012	0.71%	0.00%