BGH vs SHE

Comparison between Barings Global Short Duration High Yield Fund (BGH, ETF) and STATE STREET(R) SPDR(R) MSCI USA GENDER DIVERSITY ETF (SHE, ETF).

5-Year PerformanceSHE has outperformed BGH, delivering a return of +10.3% compared to +6.4%

BGH vs SHE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGH(ETF)	SHE(ETF)
Net Assets	$298M	$297M
Expense Ratio	N/A	0.20%
Max Drawdown	63.84%	36.16%
Sharpe Ratio	0.11	1.64
5Y Beta	0.42	0.88
P/E Ratio	N/A	24.14
Forward P/E	N/A	18.31
PEG Ratio	N/A	0.50
5Y Dividends CAGR	5.93%	13.48%
5Y EPS CAGR	N/A	21.82%
Debt to Equity	N/A	50.87%
P/S Ratio	N/A	2.91
P/B Ratio	N/A	4.49

Net Assets

Winner

BGH

$298M

SHE

$297M

Expense Ratio

BGH

N/A

SHE

0.20%

Max Drawdown

BGH

63.84%

Winner

SHE

36.16%

Sharpe Ratio

BGH

0.11

Winner

SHE

1.64

5Y Beta

Winner

BGH

0.42

SHE

0.88

P/E Ratio

BGH

N/A

SHE

24.14

Forward P/E

BGH

N/A

SHE

18.31

PEG Ratio

BGH

N/A

SHE

0.50

5Y Dividends CAGR

BGH

5.93%

Winner

SHE

13.48%

5Y EPS CAGR

BGH

N/A

SHE

21.82%

Debt to Equity

BGH

N/A

SHE

50.87%

P/S Ratio

BGH

N/A

SHE

2.91

P/B Ratio

BGH

N/A

SHE

4.49

BGH vs SHE - Historical Returns

Returns include dividend reinvestment.

Period	BGH	SHE
1 month	-2.14%	+5.25%
3 months	+0.02%	+14.95%
6 months	-3.20%	+16.90%
1 year	+4.18%	+27.85%
5 years(CAGR)	+6.41%	+10.25%
10 years(CAGR)	+7.65%	+12.52%
Max(CAGR)	+6.07%	+12.84%

BGH

-2.14%

Winner

SHE

+5.25%

BGH

+0.02%

Winner

SHE

+14.95%

BGH

-3.20%

Winner

SHE

+16.90%

BGH

+4.18%

Winner

SHE

+27.85%

5Y(CAGR)

BGH

+6.41%

Winner

SHE

+10.25%

10Y(CAGR)

BGH

+7.65%

Winner

SHE

+12.52%

Max(CAGR)

BGH

+6.07%

Winner

SHE

+12.84%

BGH vs SHE - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BGH	SHE
2026	-3.60%	+15.65%
2025	+7.41%	+15.65%
2024	+26.25%	+24.08%
2023	+17.36%	+22.55%
2022	-19.43%	-21.67%
2021	+25.25%	+16.93%
2020	-5.04%	+17.20%
2019	+19.70%	+23.86%
2018	-8.56%	-3.64%
2017	+10.60%	+19.13%
2016	+29.79%	+12.03%
2015	-8.72%	N/A
2014	-1.88%	N/A
2013	+5.32%	N/A
2012	-4.35%	N/A

BGH vs SHE Drawdown Comparison

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

The maximum drawdown for SHE was -35.78%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The current BGH drawdown is -10.80%. The current SHE drawdown is -3.40%.

Rank	BGH	SHE
#1	-48.74% Feb 20, 2020 - Apr 13, 2021	-35.78% Feb 19, 2020 - Sep 2, 2020
#2	-26.63% Jan 6, 2022 - Feb 29, 2024	-31.69% Nov 16, 2021 - Mar 7, 2024
#3	-25.45% Jun 18, 2014 - Aug 18, 2016	-18.17% Sep 21, 2018 - Apr 30, 2019
#4	-20.85% Sep 4, 2018 - May 1, 2019	-17.07% Feb 19, 2025 - Jun 26, 2025
#5	-16.88% Sep 17, 2025 - Mar 30, 2026	-10.28% Jan 26, 2018 - Jul 25, 2018
#6	-15.51% Feb 21, 2025 - Jul 1, 2025	-8.74% Jul 16, 2024 - Aug 30, 2024
#7	-11.53% May 7, 2013 - Jan 6, 2014	-8.54% Jan 28, 2026 - Apr 15, 2026
#8	-9.18% May 3, 2019 - Jan 8, 2020	-8.16% Sep 2, 2020 - Oct 9, 2020
#9	-7.94% Oct 20, 2017 - Aug 7, 2018	-7.79% Oct 12, 2020 - Nov 9, 2020
#10	-6.58% Oct 26, 2016 - Nov 28, 2016	-6.56% Jul 26, 2019 - Nov 14, 2019
#11	-5.75% Nov 8, 2024 - Dec 2, 2024	-5.83% Aug 24, 2016 - Nov 22, 2016
#12	-5.54% Dec 6, 2024 - Feb 18, 2025	-5.70% Apr 28, 2016 - Jul 8, 2016
#13	-5.00% Nov 16, 2021 - Dec 31, 2021	-5.68% Nov 12, 2025 - Dec 11, 2025
#14	-4.51% Jul 13, 2021 - Aug 31, 2021	-5.34% Mar 27, 2024 - May 15, 2024
#15	-4.50% Dec 7, 2012 - Jan 18, 2013	-5.24% Dec 4, 2024 - Feb 5, 2025

Correlation

Correlation between BGH and SHE 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 SHE dividend yield comparison.

Year	BGH	SHE
2026	4.40%	0.53%
2025	11.38%	1.18%
2024	9.72%	1.14%
2023	10.66%	1.37%
2022	9.99%	1.54%
2021	7.31%	0.99%
2020	9.10%	1.24%
2019	10.14%	1.91%
2018	12.11%	7.39%
2017	9.50%	5.37%
2016	9.61%	6.41%
2015	13.31%	0.00%
2014	14.41%	0.00%
2013	10.05%	0.00%
2012	0.71%	0.00%