BGH vs SPY
Comparison between Barings Global Short Duration High Yield Fund (BGH, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed BGH, delivering a return of +13.3% compared to +6.4%
BGH vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BGH vs SPY - Historical Returns
Returns include dividend reinvestment.
BGH vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BGH | SPY |
|---|---|---|
| 2026 | -3.60% | +8.26% |
| 2025 | +7.41% | +18.00% |
| 2024 | +26.25% | +25.59% |
| 2023 | +17.36% | +26.72% |
| 2022 | -19.43% | -18.64% |
| 2021 | +25.25% | +30.52% |
| 2020 | -5.04% | +17.28% |
| 2019 | +19.70% | +31.09% |
| 2018 | -8.56% | -5.24% |
| 2017 | +10.60% | +20.78% |
| 2016 | +29.79% | +13.59% |
| 2015 | -8.72% | +1.31% |
| 2014 | -1.88% | +14.56% |
| 2013 | +5.32% | +29.00% |
| 2012 | -4.35% | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
BGH vs SPY Drawdown Comparison
The maximum drawdown for BGH was -48.74%, occurring on Mar 23, 2020. Recovery took 288 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BGH drawdown is -10.80%. The current SPY drawdown is -2.90%.
| Rank | BGH | SPY |
|---|---|---|
| #1 | -48.74% Feb 20, 2020 - Apr 13, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -26.63% Jan 6, 2022 - Feb 29, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -25.45% Jun 18, 2014 - Aug 18, 2016 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -20.85% Sep 4, 2018 - May 1, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -16.88% Sep 17, 2025 - Mar 30, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -15.51% Feb 21, 2025 - Jul 1, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -11.53% May 7, 2013 - Jan 6, 2014 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.18% May 3, 2019 - Jan 8, 2020 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.94% Oct 20, 2017 - Aug 7, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.58% Oct 26, 2016 - Nov 28, 2016 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.75% Nov 8, 2024 - Dec 2, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.54% Dec 6, 2024 - Feb 18, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.00% Nov 16, 2021 - Dec 31, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.51% Jul 13, 2021 - Aug 31, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.50% Dec 7, 2012 - Jan 18, 2013 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BGH and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
BGH vs SPY dividend yield comparison.
| Year | BGH | SPY |
|---|---|---|
| 2026 | 4.40% | 0.24% |
| 2025 | 11.38% | 1.07% |
| 2024 | 9.72% | 1.21% |
| 2023 | 10.66% | 1.40% |
| 2022 | 9.99% | 1.65% |
| 2021 | 7.31% | 1.20% |
| 2020 | 9.10% | 1.52% |
| 2019 | 10.14% | 1.75% |
| 2018 | 12.11% | 2.04% |
| 2017 | 9.50% | 1.80% |
| 2016 | 9.61% | 2.03% |
| 2015 | 13.31% | 2.06% |
| 2014 | 14.41% | 1.87% |
| 2013 | 10.05% | 1.81% |
| 2012 | 0.71% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks