BGT vs IQSU

Comparison between BlackRock Floating Rate Income Trust (BGT, ETF) and NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF (IQSU, ETF).

5-Year PerformanceIQSU has outperformed BGT, delivering a return of +11.8% compared to +6.9%

BGT vs IQSU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGT(ETF)	IQSU(ETF)
Net Assets	$333M	$332M
Expense Ratio	N/A	0.09%
Max Drawdown	64.14%	31.29%
Sharpe Ratio	-0.70	1.39
5Y Beta	0.35	1.00
P/E Ratio	N/A	29.12
Forward P/E	N/A	21.44
PEG Ratio	N/A	0.38
5Y Dividends CAGR	13.69%	18.96%
5Y EPS CAGR	N/A	18.93%
Debt to Equity	N/A	20.52%
P/S Ratio	N/A	3.80
P/B Ratio	N/A	6.26

Net Assets

Winner

BGT

$333M

IQSU

$332M

Expense Ratio

BGT

N/A

IQSU

0.09%

Max Drawdown

BGT

64.14%

Winner

IQSU

31.29%

Sharpe Ratio

BGT

-0.70

Winner

IQSU

1.39

5Y Beta

Winner

BGT

0.35

IQSU

1.00

P/E Ratio

BGT

N/A

IQSU

29.12

Forward P/E

BGT

N/A

IQSU

21.44

PEG Ratio

BGT

N/A

IQSU

0.38

5Y Dividends CAGR

BGT

13.69%

Winner

IQSU

18.96%

5Y EPS CAGR

BGT

N/A

IQSU

18.93%

Debt to Equity

BGT

N/A

IQSU

20.52%

P/S Ratio

BGT

N/A

IQSU

3.80

P/B Ratio

BGT

N/A

IQSU

6.26

BGT vs IQSU - Historical Returns

Returns include dividend reinvestment.

Period	BGT	IQSU
1 month	+1.79%	-0.55%
3 months	+1.22%	+10.64%
6 months	-0.50%	+12.00%
1 year	-3.20%	+24.26%
5 years(CAGR)	+6.90%	+11.81%
10 years(CAGR)	+6.35%	N/A
Max(CAGR)	+5.35%	+15.93%

Winner

BGT

+1.79%

IQSU

-0.55%

BGT

+1.22%

Winner

IQSU

+10.64%

BGT

-0.50%

Winner

IQSU

+12.00%

BGT

-3.20%

Winner

IQSU

+24.26%

5Y(CAGR)

BGT

+6.90%

Winner

IQSU

+11.81%

10Y(CAGR)

BGT

+6.35%

IQSU

N/A

Max(CAGR)

BGT

+5.35%

Winner

IQSU

+15.93%

BGT vs IQSU - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	BGT	IQSU
2026	+2.41%	+13.30%
2025	-1.46%	+15.28%
2024	+17.10%	+18.08%
2023	+25.02%	+33.53%
2022	-14.22%	-22.45%
2021	+26.55%	+32.44%
2020	-1.30%	+27.07%
2019	+17.15%	+1.24%
2018	-13.82%	N/A
2017	+4.04%	N/A
2016	+19.09%	N/A
2015	+2.40%	N/A
2014	-2.37%	N/A
2013	-3.09%	N/A
2012	+19.80%	N/A
2011	-11.00%	N/A
2010	+28.58%	N/A
2009	+80.65%	N/A
2008	-41.10%	N/A
2007	-10.63%	N/A
2006	+21.74%	N/A
2005	-1.79%	N/A
2004	-4.99%	N/A

BGT vs IQSU Drawdown Comparison

The maximum drawdown for BGT was -58.00%, occurring on Dec 15, 2008. Recovery took 643 trading sessions.

The maximum drawdown for IQSU was -31.29%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.

The current BGT drawdown is -4.19%. The current IQSU drawdown is -1.58%.

Rank	BGT	IQSU
#1	-58.00% Jul 9, 2007 - Jan 26, 2010	-31.29% Feb 19, 2020 - Jul 10, 2020
#2	-41.92% Jan 23, 2020 - Jan 15, 2021	-26.76% Dec 29, 2021 - Dec 12, 2023
#3	-24.68% Dec 31, 2010 - Sep 12, 2012	-20.96% Dec 11, 2024 - Jul 22, 2025
#4	-23.18% Dec 29, 2021 - Dec 14, 2023	-11.18% Jan 28, 2026 - Apr 17, 2026
#5	-15.97% Mar 2, 2010 - Oct 1, 2010	-10.04% Sep 2, 2020 - Nov 25, 2020
#6	-15.96% Mar 16, 2018 - Dec 4, 2019	-9.07% Jul 16, 2024 - Sep 19, 2024
#7	-15.93% Dec 16, 2024 - Jul 2, 2025	-5.96% Feb 12, 2021 - Apr 1, 2021
#8	-15.48% May 22, 2013 - Aug 24, 2016	-5.92% Sep 3, 2021 - Oct 21, 2021
#9	-11.68% Sep 22, 2004 - Feb 10, 2006	-5.59% Oct 27, 2025 - Dec 10, 2025
#10	-11.08% Aug 1, 2025 - Mar 27, 2026	-5.09% Mar 28, 2024 - May 14, 2024
#11	-8.95% Oct 19, 2012 - Jan 3, 2013	-4.21% May 7, 2021 - Jun 10, 2021
#12	-8.30% May 15, 2024 - Oct 30, 2024	-4.17% Jun 4, 2026 - Jun 15, 2026
#13	-6.41% Apr 25, 2017 - Jan 2, 2018	-3.98% Dec 10, 2021 - Dec 23, 2021
#14	-6.10% Oct 14, 2010 - Nov 30, 2010	-3.45% Nov 19, 2021 - Dec 8, 2021
#15	-5.68% Feb 6, 2007 - Apr 5, 2007	-3.41% Oct 6, 2025 - Oct 20, 2025

Correlation

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

0.94

-101

Dividend Comparison (2004 - 2026)

BGT vs IQSU dividend yield comparison.

Year	BGT	IQSU
2026	7.86%	0.44%
2025	12.74%	1.09%
2024	11.23%	1.12%
2023	10.36%	1.15%
2022	6.87%	1.47%
2021	5.55%	1.07%
2020	7.58%	0.98%
2019	6.33%	0.00%
2018	6.64%	0.00%
2017	5.03%	0.00%
2016	5.03%	0.00%
2015	6.04%	0.00%
2014	6.65%	0.00%
2013	6.41%	0.00%
2012	7.08%	0.00%
2011	8.11%	0.00%
2010	6.15%	0.00%
2009	6.90%	0.00%
2008	23.76%	0.00%
2007	10.08%	0.00%
2006	7.60%	0.00%
2005	7.13%	0.00%
2004	2.00%	0.00%