BGH vs GSC

Comparison between Barings Global Short Duration High Yield Fund (BGH, ETF) and GOLDMAN SACHS SMALL CAP CORE EQUITY ETF (GSC, ETF).

5-Year PerformanceGSC has outperformed BGH, delivering a return of +23.2% compared to +6.9%

BGH vs GSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGH(ETF)	GSC(ETF)
Net Assets	$300M	$300M
Expense Ratio	N/A	0.75%
Max Drawdown	63.84%	88.63%
Sharpe Ratio	0.04	1.61
5Y Beta	0.42	1.25
P/E Ratio	N/A	50.48
Forward P/E	N/A	21.32
5Y Dividends CAGR	7.64%	N/A
5Y EPS CAGR	N/A	12.88%
Debt to Equity	N/A	44.74%
P/S Ratio	N/A	2.74
P/B Ratio	N/A	2.75

Net Assets

Winner

BGH

$300M

GSC

$300M

Expense Ratio

BGH

N/A

GSC

0.75%

Max Drawdown

Winner

BGH

63.84%

GSC

88.63%

Sharpe Ratio

BGH

0.04

Winner

GSC

1.61

5Y Beta

Winner

BGH

0.42

GSC

1.25

P/E Ratio

BGH

N/A

GSC

50.48

Forward P/E

BGH

N/A

GSC

21.32

5Y Dividends CAGR

BGH

7.64%

GSC

N/A

5Y EPS CAGR

BGH

N/A

GSC

12.88%

Debt to Equity

BGH

N/A

GSC

44.74%

P/S Ratio

BGH

N/A

GSC

2.74

P/B Ratio

BGH

N/A

GSC

2.75

BGH vs GSC - Historical Returns

Returns include dividend reinvestment.

Period	BGH	GSC
1 month	+3.52%	+0.50%
3 months	+3.57%	+11.55%
6 months	-0.28%	+13.29%
1 year	+2.97%	+32.39%
5 years(CAGR)	+6.87%	+23.17%
10 years(CAGR)	+7.60%	+12.40%
Max(CAGR)	+6.35%	+0.35%

Winner

BGH

+3.52%

GSC

+0.50%

BGH

+3.57%

Winner

GSC

+11.55%

BGH

-0.28%

Winner

GSC

+13.29%

BGH

+2.97%

Winner

GSC

+32.39%

5Y(CAGR)

BGH

+6.87%

Winner

GSC

+23.17%

10Y(CAGR)

BGH

+7.60%

Winner

GSC

+12.40%

Max(CAGR)

Winner

BGH

+6.35%

GSC

+0.35%

BGH vs GSC - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	BGH	GSC
2026	+0.75%	+169.69%
2025	+7.41%	+6.69%
2024	+26.25%	+15.24%
2023	+17.36%	+33.52%
2022	-19.43%	+28.40%
2021	+25.25%	+53.51%
2020	-5.04%	-33.11%
2019	+19.70%	+27.83%
2018	-8.56%	-20.25%
2017	+10.60%	+4.06%
2016	+29.79%	+16.23%
2015	-8.72%	-32.98%
2014	-1.88%	-33.47%
2013	+5.32%	-3.16%
2012	-4.35%	-4.94%
2011	N/A	-3.73%
2010	N/A	+8.31%
2009	N/A	+20.64%
2008	N/A	-44.55%
2007	N/A	-0.59%

BGH vs GSC Drawdown Comparison

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

The maximum drawdown for GSC was -88.63%, occurring on Apr 27, 2020. This drawdown has not yet recovered.

The current BGH drawdown is -6.78%. The current GSC drawdown is -26.42%.

Rank	BGH	GSC
#1	-48.74% Feb 20, 2020 - Apr 13, 2021	-88.63% Jul 2, 2008 - Apr 27, 2020
#2	-26.63% Jan 6, 2022 - Feb 29, 2024	-15.94% May 16, 2008 - May 22, 2008
#3	-25.45% Jun 18, 2014 - Aug 18, 2016	-8.13% Jan 3, 2008 - Feb 14, 2008
#4	-20.85% Sep 4, 2018 - May 1, 2019	-8.07% Mar 13, 2008 - Apr 15, 2008
#5	-16.88% Sep 17, 2025 - Mar 30, 2026	-5.45% May 23, 2008 - Jun 6, 2008
#6	-15.51% Feb 21, 2025 - Jul 1, 2025	-4.67% Apr 28, 2008 - May 5, 2008
#7	-11.53% May 7, 2013 - Jan 6, 2014	-3.54% Jun 6, 2008 - Jun 12, 2008
#8	-9.18% May 3, 2019 - Jan 8, 2020	-3.12% Jun 18, 2008 - Jun 26, 2008
#9	-7.94% Oct 20, 2017 - Aug 7, 2018	-2.44% Mar 3, 2008 - Mar 5, 2008
#10	-6.58% Oct 26, 2016 - Nov 28, 2016	-1.42% Apr 22, 2008 - Apr 28, 2008
#11	-5.75% Nov 8, 2024 - Dec 2, 2024	-1.23% Jun 12, 2008 - Jun 18, 2008
#12	-5.54% Dec 6, 2024 - Feb 18, 2025	-0.98% May 9, 2008 - May 16, 2008
#13	-5.00% Nov 16, 2021 - Dec 31, 2021	-0.94% Feb 20, 2008 - Feb 25, 2008
#14	-4.51% Jul 13, 2021 - Aug 31, 2021	-0.86% Jun 27, 2008 - Jul 2, 2008
#15	-4.50% Dec 7, 2012 - Jan 18, 2013	-0.79% Feb 28, 2008 - Mar 3, 2008

Correlation

Correlation between BGH and GSC is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48

-101

Dividend Comparison (2012 - 2026)

BGH vs GSC dividend yield comparison.

Year	BGH	GSC
2026	5.09%	0.09%
2025	11.38%	0.16%
2024	9.72%	0.66%
2023	10.66%	0.11%
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%