BGH vs JSTC

Comparison between Barings Global Short Duration High Yield Fund (BGH, ETF) and ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF (JSTC, ETF).

5-Year PerformanceBGH has outperformed JSTC, delivering a return of +6.6% compared to +6.3%

BGH vs JSTC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGH(ETF)	JSTC(ETF)
Net Assets	$298M	$298M
Expense Ratio	N/A	0.89%
Max Drawdown	63.84%	27.36%
Sharpe Ratio	-0.51	0.80
5Y Beta	0.43	0.81
5Y Dividends CAGR	5.93%	33.26%

Net Assets

Winner

BGH

$298M

JSTC

$298M

Expense Ratio

BGH

N/A

JSTC

0.89%

Max Drawdown

BGH

63.84%

Winner

JSTC

27.36%

Sharpe Ratio

BGH

-0.51

Winner

JSTC

0.80

5Y Beta

Winner

BGH

0.43

JSTC

0.81

5Y Dividends CAGR

BGH

5.93%

Winner

JSTC

33.26%

BGH vs JSTC - Historical Returns

Returns include dividend reinvestment.

Period	BGH	JSTC
1 month	+1.80%	+2.14%
3 months	+3.07%	+3.56%
6 months	+4.42%	+10.66%
1 year	-3.18%	+14.42%
5 years(CAGR)	+6.64%	+6.29%
10 years(CAGR)	+7.36%	N/A
Max(CAGR)	+6.30%	+8.71%

BGH

+1.80%

Winner

JSTC

+2.14%

BGH

+3.07%

Winner

JSTC

+3.56%

BGH

+4.42%

Winner

JSTC

+10.66%

BGH

-3.18%

Winner

JSTC

+14.42%

5Y(CAGR)

Winner

BGH

+6.64%

JSTC

+6.29%

10Y(CAGR)

BGH

+7.36%

JSTC

N/A

Max(CAGR)

BGH

+6.30%

Winner

JSTC

+8.71%

BGH vs JSTC - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BGH	JSTC
2026	+0.72%	+12.99%
2025	+7.41%	+12.45%
2024	+26.25%	+10.26%
2023	+17.36%	+14.90%
2022	-19.43%	-17.69%
2021	+25.25%	+20.35%
2020	-5.04%	+2.16%
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 JSTC Drawdown Comparison

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

The maximum drawdown for JSTC was -26.82%, occurring on Oct 12, 2022. Recovery took 673 trading sessions.

The current BGH drawdown is -6.81%. The current JSTC drawdown is -1.42%.

Rank	BGH	JSTC
#1	-48.74% Feb 20, 2020 - Apr 13, 2021	-26.82% Nov 8, 2021 - Jul 16, 2024
#2	-26.63% Jan 6, 2022 - Feb 29, 2024	-16.71% Dec 4, 2024 - May 20, 2025
#3	-25.45% Jun 18, 2014 - Aug 18, 2016	-9.93% Feb 26, 2026 - Apr 17, 2026
#4	-20.85% Sep 4, 2018 - May 1, 2019	-6.01% Oct 27, 2025 - Dec 24, 2025
#5	-16.88% Sep 17, 2025 - Mar 30, 2026	-5.28% Sep 3, 2021 - Oct 20, 2021
#6	-15.51% Feb 21, 2025 - Jul 1, 2025	-5.02% Jul 16, 2024 - Aug 19, 2024
#7	-11.53% May 7, 2013 - Jan 6, 2014	-4.54% Feb 16, 2021 - Mar 11, 2021
#8	-9.18% May 3, 2019 - Jan 8, 2020	-4.52% Jan 20, 2021 - Feb 8, 2021
#9	-7.94% Oct 20, 2017 - Aug 7, 2018	-4.18% May 7, 2021 - May 26, 2021
#10	-6.58% Oct 26, 2016 - Nov 28, 2016	-3.71% Jul 12, 2021 - Jul 29, 2021
#11	-5.75% Nov 8, 2024 - Dec 2, 2024	-3.52% Oct 18, 2024 - Nov 7, 2024
#12	-5.54% Dec 6, 2024 - Feb 18, 2025	-3.32% Aug 30, 2024 - Sep 16, 2024
#13	-5.00% Nov 16, 2021 - Dec 31, 2021	-3.29% Jul 23, 2025 - Aug 13, 2025
#14	-4.51% Jul 13, 2021 - Aug 31, 2021	-3.23% May 8, 2026 - May 22, 2026
#15	-4.50% Dec 7, 2012 - Jan 18, 2013	-3.12% Jun 4, 2026 - Jun 15, 2026

Correlation

Correlation between BGH and JSTC is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2012 - 2026)

BGH vs JSTC dividend yield comparison.

Year	BGH	JSTC
2026	6.91%	0.44%
2025	11.38%	1.34%
2024	9.72%	1.11%
2023	10.66%	1.03%
2022	9.99%	0.83%
2021	7.31%	0.96%
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%