BGLD vs MSTI
Comparison between FT VEST GOLD STRATEGY QUARTERLY BUFFER ETF (BGLD, ETF) and MADISON SHORT-TERM STRATEGIC INCOME ETF (MSTI, ETF).
BGLD vs MSTI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BGLD
$52M
MSTI
$51M
Expense Ratio
BGLD
0.91%
Winner
MSTI
0.36%
Max Drawdown
BGLD
35.10%
Winner
MSTI
2.93%
Sharpe Ratio
Winner
BGLD
0.72
MSTI
0.08
5Y Beta
BGLD
0.17
Winner
MSTI
0.04
BGLD vs MSTI - Historical Returns
Returns include dividend reinvestment.
1M
BGLD
-1.34%
Winner
MSTI
-0.08%
3M
BGLD
-6.11%
Winner
MSTI
-0.11%
6M
BGLD
+0.17%
Winner
MSTI
+0.89%
1Y
Winner
BGLD
+12.42%
MSTI
+4.07%
5Y(CAGR)
BGLD
+11.03%
MSTI
N/A
Max(CAGR)
Winner
BGLD
+10.19%
MSTI
+5.77%
BGLD vs MSTI - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | BGLD | MSTI |
|---|---|---|
| 2026 | -1.86% | +0.43% |
| 2025 | +32.78% | +6.12% |
| 2024 | +21.90% | +5.14% |
| 2023 | +12.43% | +4.14% |
| 2022 | -1.59% | N/A |
| 2021 | -5.57% | N/A |
BGLD vs MSTI Drawdown Comparison
The maximum drawdown for BGLD was -16.19%, occurring on Nov 3, 2022. Recovery took 608 trading sessions.
The maximum drawdown for MSTI was -1.48%, occurring on Oct 19, 2023. Recovery took 37 trading sessions.
The current BGLD drawdown is -8.70%. The current MSTI drawdown is -0.48%.
| Rank | BGLD | MSTI |
|---|---|---|
| #1 | -16.19% May 28, 2021 - Oct 27, 2023 | -1.48% Sep 13, 2023 - Nov 3, 2023 |
| #2 | -11.11% Mar 2, 2026 - Mar 26, 2026 | -1.32% Feb 20, 2026 - May 1, 2026 |
| #3 | -6.59% Jan 21, 2021 - May 14, 2021 | -1.22% Oct 2, 2024 - Jan 24, 2025 |
| #4 | -5.19% Oct 30, 2024 - Nov 22, 2024 | -1.07% Apr 3, 2025 - Apr 25, 2025 |
| #5 | -3.78% Jul 22, 2025 - Aug 28, 2025 | -1.07% Mar 27, 2024 - May 3, 2024 |
| #6 | -3.74% Dec 27, 2023 - Mar 4, 2024 | -0.97% Feb 1, 2024 - Mar 8, 2024 |
| #7 | -3.43% Apr 2, 2025 - Apr 10, 2025 | -0.81% May 1, 2026 - May 19, 2026 |
| #8 | -3.39% Dec 11, 2024 - Jan 15, 2025 | -0.67% Sep 23, 2025 - Oct 21, 2025 |
| #9 | -3.21% Oct 30, 2023 - Nov 21, 2023 | -0.65% Apr 30, 2025 - May 19, 2025 |
| #10 | -3.20% Jul 16, 2024 - Aug 12, 2024 | -0.62% Dec 27, 2023 - Jan 11, 2024 |
| #11 | -3.14% Dec 1, 2023 - Dec 26, 2023 | -0.56% Jan 12, 2024 - Feb 1, 2024 |
| #12 | -3.11% Jun 13, 2025 - Jul 22, 2025 | -0.49% Mar 11, 2024 - Mar 27, 2024 |
| #13 | -2.83% Jun 6, 2024 - Jul 5, 2024 | -0.49% May 19, 2025 - May 29, 2025 |
| #14 | -2.69% Dec 26, 2025 - Jan 12, 2026 | -0.46% Feb 4, 2025 - Feb 21, 2025 |
| #15 | -2.56% Nov 22, 2024 - Dec 11, 2024 | -0.41% Jul 22, 2025 - Aug 1, 2025 |
Correlation
Correlation between BGLD and MSTI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2022 - 2026)
BGLD vs MSTI dividend yield comparison.
| Year | BGLD | MSTI |
|---|---|---|
| 2026 | 0.00% | 1.79% |
| 2025 | 44.32% | 5.40% |
| 2024 | 25.04% | 5.48% |
| 2023 | 10.49% | 1.55% |
| 2022 | 0.40% | 0.00% |
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