BGH vs FDTX
Comparison between Barings Global Short Duration High Yield Fund (BGH, ETF) and FIDELITY DISRUPTIVE TECHNOLOGY ETF (FDTX, ETF).
BGH vs FDTX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BGH
$300M
FDTX
$299M
Expense Ratio
BGH
N/A
FDTX
0.50%
Max Drawdown
BGH
63.84%
Winner
FDTX
27.23%
Sharpe Ratio
BGH
0.04
Winner
FDTX
0.99
5Y Beta
Winner
BGH
0.42
FDTX
1.48
P/E Ratio
BGH
N/A
FDTX
44.68
Forward P/E
BGH
N/A
FDTX
22.38
PEG Ratio
BGH
N/A
FDTX
0.19
5Y Dividends CAGR
BGH
7.64%
FDTX
N/A
5Y EPS CAGR
BGH
N/A
FDTX
38.84%
P/S Ratio
BGH
N/A
FDTX
4.40
P/B Ratio
BGH
N/A
FDTX
9.96
BGH vs FDTX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BGH
+3.52%
FDTX
-9.46%
3M
BGH
+3.57%
Winner
FDTX
+19.57%
6M
BGH
-0.28%
Winner
FDTX
+30.81%
1Y
BGH
+2.97%
Winner
FDTX
+32.70%
5Y(CAGR)
BGH
+6.87%
FDTX
N/A
10Y(CAGR)
BGH
+7.60%
FDTX
N/A
Max(CAGR)
BGH
+6.35%
Winner
FDTX
+26.25%
BGH vs FDTX - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | BGH | FDTX |
|---|---|---|
| 2026 | +0.75% | +28.83% |
| 2025 | +7.41% | +14.54% |
| 2024 | +26.25% | +27.39% |
| 2023 | +17.36% | +11.73% |
| 2022 | -19.43% | N/A |
| 2021 | +25.25% | N/A |
| 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 FDTX Drawdown Comparison
The maximum drawdown for BGH was -48.74%, occurring on Mar 23, 2020. Recovery took 288 trading sessions.
The maximum drawdown for FDTX was -27.23%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current BGH drawdown is -6.78%. The current FDTX drawdown is -9.74%.
| Rank | BGH | FDTX |
|---|---|---|
| #1 | -48.74% Feb 20, 2020 - Apr 13, 2021 | -27.23% Feb 18, 2025 - Jun 26, 2025 |
| #2 | -26.63% Jan 6, 2022 - Feb 29, 2024 | -19.38% Nov 3, 2025 - Apr 17, 2026 |
| #3 | -25.45% Jun 18, 2014 - Aug 18, 2016 | -18.61% Jul 18, 2023 - Dec 13, 2023 |
| #4 | -20.85% Sep 4, 2018 - May 1, 2019 | -16.93% Jul 3, 2024 - Nov 6, 2024 |
| #5 | -16.88% Sep 17, 2025 - Mar 30, 2026 | -13.50% Jun 2, 2026 - Jul 17, 2026 |
| #6 | -15.51% Feb 21, 2025 - Jul 1, 2025 | -11.18% Mar 7, 2024 - Jun 17, 2024 |
| #7 | -11.53% May 7, 2013 - Jan 6, 2014 | -6.77% Dec 4, 2024 - Feb 10, 2025 |
| #8 | -9.18% May 3, 2019 - Jan 8, 2020 | -5.50% Dec 28, 2023 - Jan 11, 2024 |
| #9 | -7.94% Oct 20, 2017 - Aug 7, 2018 | -5.37% Feb 9, 2024 - Mar 1, 2024 |
| #10 | -6.58% Oct 26, 2016 - Nov 28, 2016 | -4.97% Jul 28, 2025 - Sep 18, 2025 |
| #11 | -5.75% Nov 8, 2024 - Dec 2, 2024 | -4.52% Oct 8, 2025 - Oct 27, 2025 |
| #12 | -5.54% Dec 6, 2024 - Feb 18, 2025 | -4.40% May 14, 2026 - May 21, 2026 |
| #13 | -5.00% Nov 16, 2021 - Dec 31, 2021 | -4.38% Jun 15, 2023 - Jul 11, 2023 |
| #14 | -4.51% Jul 13, 2021 - Aug 31, 2021 | -2.94% Nov 13, 2024 - Nov 26, 2024 |
| #15 | -4.50% Dec 7, 2012 - Jan 18, 2013 | -2.90% Jan 29, 2024 - Feb 2, 2024 |
Correlation
Correlation between BGH and FDTX is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2012 - 2026)
BGH vs FDTX dividend yield comparison.
| Year | BGH | FDTX |
|---|---|---|
| 2026 | 5.09% | 0.00% |
| 2025 | 11.38% | 0.00% |
| 2024 | 9.72% | 0.00% |
| 2023 | 10.66% | 0.00% |
| 2022 | 9.99% | 0.00% |
| 2021 | 7.31% | 0.00% |
| 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% |
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