BGH vs DIVZ

Comparison between Barings Global Short Duration High Yield Fund (BGH, ETF) and POLEN DIVIDEND INCOME ETF (DIVZ, ETF).

5-Year PerformanceDIVZ has outperformed BGH, delivering a return of +9.4% compared to +6.6%

BGH vs DIVZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGH(ETF)	DIVZ(ETF)
Net Assets	$298M	$298M
Expense Ratio	N/A	0.65%
Max Drawdown	63.84%	18.09%
Sharpe Ratio	-0.51	0.58
5Y Beta	0.43	0.37
P/E Ratio	N/A	21.81
Forward P/E	N/A	16.75
PEG Ratio	N/A	0.76
5Y Dividends CAGR	5.93%	30.81%
5Y EPS CAGR	N/A	9.23%
P/S Ratio	N/A	1.98
P/B Ratio	N/A	3.83

Net Assets

BGH

$298M

DIVZ

$298M

Expense Ratio

BGH

N/A

DIVZ

0.65%

Max Drawdown

BGH

63.84%

Winner

DIVZ

18.09%

Sharpe Ratio

BGH

-0.51

Winner

DIVZ

0.58

5Y Beta

BGH

0.43

Winner

DIVZ

0.37

P/E Ratio

BGH

N/A

DIVZ

21.81

Forward P/E

BGH

N/A

DIVZ

16.75

PEG Ratio

BGH

N/A

DIVZ

0.76

5Y Dividends CAGR

BGH

5.93%

Winner

DIVZ

30.81%

5Y EPS CAGR

BGH

N/A

DIVZ

9.23%

P/S Ratio

BGH

N/A

DIVZ

1.98

P/B Ratio

BGH

N/A

DIVZ

3.83

BGH vs DIVZ - Historical Returns

Returns include dividend reinvestment.

Period	BGH	DIVZ
1 month	+1.80%	-1.95%
3 months	+3.07%	+2.63%
6 months	+4.42%	-0.27%
1 year	-3.18%	+9.73%
5 years(CAGR)	+6.64%	+9.42%
10 years(CAGR)	+7.36%	N/A
Max(CAGR)	+6.30%	+11.49%

Winner

BGH

+1.80%

DIVZ

-1.95%

Winner

BGH

+3.07%

DIVZ

+2.63%

Winner

BGH

+4.42%

DIVZ

-0.27%

BGH

-3.18%

Winner

DIVZ

+9.73%

5Y(CAGR)

BGH

+6.64%

Winner

DIVZ

+9.42%

10Y(CAGR)

BGH

+7.36%

DIVZ

N/A

Max(CAGR)

BGH

+6.30%

Winner

DIVZ

+11.49%

BGH vs DIVZ - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BGH	DIVZ
2026	+0.72%	+6.99%
2025	+7.41%	+16.35%
2024	+26.25%	+17.39%
2023	+17.36%	-0.12%
2022	-19.43%	+2.45%
2021	+25.25%	+19.73%
2020	-5.04%	N/A
2019	+19.70%	N/A
2018	-8.56%	N/A
2017	+10.60%	N/A
2016	+29.79%	N/A
2015	-8.72%	N/A
2014	-1.88%	N/A
2013	+5.32%	N/A
2012	-4.35%	N/A

BGH vs DIVZ Drawdown Comparison

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

The maximum drawdown for DIVZ was -15.44%, occurring on Sep 30, 2022. Recovery took 448 trading sessions.

The current BGH drawdown is -6.81%. The current DIVZ drawdown is -1.95%.

Rank	BGH	DIVZ
#1	-48.74% Feb 20, 2020 - Apr 13, 2021	-15.44% Jun 7, 2022 - Mar 20, 2024
#2	-26.63% Jan 6, 2022 - Feb 29, 2024	-8.98% Mar 3, 2025 - May 16, 2025
#3	-25.45% Jun 18, 2014 - Aug 18, 2016	-7.25% Nov 29, 2024 - Feb 13, 2025
#4	-20.85% Sep 4, 2018 - May 1, 2019	-6.77% Apr 20, 2022 - Jun 7, 2022
#5	-16.88% Sep 17, 2025 - Mar 30, 2026	-5.96% Oct 22, 2021 - Dec 27, 2021
#6	-15.51% Feb 21, 2025 - Jul 1, 2025	-5.83% Feb 27, 2026 - Jul 24, 2026
#7	-11.53% May 7, 2013 - Jan 6, 2014	-5.14% Jun 10, 2021 - Oct 20, 2021
#8	-9.18% May 3, 2019 - Jan 8, 2020	-4.58% Feb 9, 2022 - Mar 22, 2022
#9	-7.94% Oct 20, 2017 - Aug 7, 2018	-4.55% Jul 31, 2024 - Aug 15, 2024
#10	-6.58% Oct 26, 2016 - Nov 28, 2016	-4.08% Sep 11, 2025 - Nov 28, 2025
#11	-5.75% Nov 8, 2024 - Dec 2, 2024	-3.95% Apr 3, 2024 - May 6, 2024
#12	-5.54% Dec 6, 2024 - Feb 18, 2025	-3.84% Jan 14, 2022 - Feb 2, 2022
#13	-5.00% Nov 16, 2021 - Dec 31, 2021	-3.05% Oct 18, 2024 - Nov 11, 2024
#14	-4.51% Jul 13, 2021 - Aug 31, 2021	-2.95% Feb 24, 2021 - Mar 8, 2021
#15	-4.50% Dec 7, 2012 - Jan 18, 2013	-2.93% May 15, 2024 - Jul 11, 2024

Correlation

Correlation between BGH and DIVZ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2012 - 2026)

BGH vs DIVZ dividend yield comparison.

Year	BGH	DIVZ
2026	6.91%	1.70%
2025	11.38%	2.60%
2024	9.72%	2.63%
2023	10.66%	3.66%
2022	9.99%	3.23%
2021	7.31%	3.83%
2020	9.10%	0.00%
2019	10.14%	0.00%
2018	12.11%	0.00%
2017	9.50%	0.00%
2016	9.61%	0.00%
2015	13.31%	0.00%
2014	14.41%	0.00%
2013	10.05%	0.00%
2012	0.71%	0.00%