BGH vs USNZ

Comparison between Barings Global Short Duration High Yield Fund (BGH, ETF) and XTRACKERS NET ZERO PATHWAY PARIS ALIGNED US EQUITY ETF (USNZ, ETF).

BGH vs USNZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGH(ETF)	USNZ(ETF)
Net Assets	$300M	$301M
Expense Ratio	N/A	0.10%
Max Drawdown	63.84%	19.34%
Sharpe Ratio	0.04	1.44
5Y Beta	0.42	0.98
P/E Ratio	N/A	29.91
Forward P/E	N/A	22.39
PEG Ratio	N/A	0.33
5Y Dividends CAGR	5.93%	N/A
5Y EPS CAGR	N/A	30.65%
Debt to Equity	N/A	34.27%
P/S Ratio	N/A	4.32
P/B Ratio	N/A	6.87

Net Assets

BGH

$300M

Winner

USNZ

$301M

Expense Ratio

BGH

N/A

USNZ

0.10%

Max Drawdown

BGH

63.84%

Winner

USNZ

19.34%

Sharpe Ratio

BGH

0.04

Winner

USNZ

1.44

5Y Beta

Winner

BGH

0.42

USNZ

0.98

P/E Ratio

BGH

N/A

USNZ

29.91

Forward P/E

BGH

N/A

USNZ

22.39

PEG Ratio

BGH

N/A

USNZ

0.33

5Y Dividends CAGR

BGH

5.93%

USNZ

N/A

5Y EPS CAGR

BGH

N/A

USNZ

30.65%

Debt to Equity

BGH

N/A

USNZ

34.27%

P/S Ratio

BGH

N/A

USNZ

4.32

P/B Ratio

BGH

N/A

USNZ

6.87

BGH vs USNZ - Historical Returns

Returns include dividend reinvestment.

Period	BGH	USNZ
1 month	-0.40%	+0.71%
3 months	+3.72%	+13.32%
6 months	-2.14%	+8.93%
1 year	+2.90%	+24.23%
5 years(CAGR)	+6.68%	N/A
10 years(CAGR)	+7.64%	N/A
Max(CAGR)	+6.09%	+19.22%

BGH

-0.40%

Winner

USNZ

+0.71%

BGH

+3.72%

Winner

USNZ

+13.32%

BGH

-2.14%

Winner

USNZ

+8.93%

BGH

+2.90%

Winner

USNZ

+24.23%

5Y(CAGR)

BGH

+6.68%

USNZ

N/A

10Y(CAGR)

BGH

+7.64%

USNZ

N/A

Max(CAGR)

BGH

+6.09%

Winner

USNZ

+19.22%

BGH vs USNZ - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BGH	USNZ
2026	-3.25%	+8.58%
2025	+7.41%	+17.91%
2024	+26.25%	+22.88%
2023	+17.36%	+27.98%
2022	-19.43%	+0.75%
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 USNZ Drawdown Comparison

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

The maximum drawdown for USNZ was -19.16%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

The current BGH drawdown is -10.48%. The current USNZ drawdown is -2.91%.

Rank	BGH	USNZ
#1	-48.74% Feb 20, 2020 - Apr 13, 2021	-19.16% Feb 19, 2025 - Jun 26, 2025
#2	-26.63% Jan 6, 2022 - Feb 29, 2024	-17.79% Aug 16, 2022 - Jun 1, 2023
#3	-25.45% Jun 18, 2014 - Aug 18, 2016	-11.26% Jul 31, 2023 - Dec 1, 2023
#4	-20.85% Sep 4, 2018 - May 1, 2019	-11.07% Jan 28, 2026 - Apr 15, 2026
#5	-16.88% Sep 17, 2025 - Mar 30, 2026	-8.65% Jul 16, 2024 - Sep 19, 2024
#6	-15.51% Feb 21, 2025 - Jul 1, 2025	-6.41% Mar 28, 2024 - May 15, 2024
#7	-11.53% May 7, 2013 - Jan 6, 2014	-5.56% Oct 28, 2025 - Dec 24, 2025
#8	-9.18% May 3, 2019 - Jan 8, 2020	-4.91% Jun 2, 2026 - Jun 10, 2026
#9	-7.94% Oct 20, 2017 - Aug 7, 2018	-4.70% Dec 4, 2024 - Feb 18, 2025
#10	-6.58% Oct 26, 2016 - Nov 28, 2016	-3.14% Oct 14, 2024 - Nov 7, 2024
#11	-5.75% Nov 8, 2024 - Dec 2, 2024	-3.06% Jan 12, 2026 - Jan 28, 2026
#12	-5.54% Dec 6, 2024 - Feb 18, 2025	-3.00% Jul 7, 2022 - Jul 19, 2022
#13	-5.00% Nov 16, 2021 - Dec 31, 2021	-2.94% Oct 8, 2025 - Oct 20, 2025
#14	-4.51% Jul 13, 2021 - Aug 31, 2021	-2.53% Nov 8, 2024 - Nov 26, 2024
#15	-4.50% Dec 7, 2012 - Jan 18, 2013	-2.37% Jul 21, 2022 - Jul 27, 2022

Correlation

Correlation between BGH and USNZ is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2012 - 2026)

BGH vs USNZ dividend yield comparison.

Year	BGH	USNZ
2026	4.38%	0.18%
2025	11.38%	1.02%
2024	9.72%	1.14%
2023	10.66%	1.19%
2022	9.99%	0.80%
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%