BGX vs IBIE
Comparison between Blackstone Long-Short Credit Income Fund (BGX, ETF) and ISHARES IBONDS OCT 2028 TERM TIPS ETF (IBIE, ETF).
BGX vs IBIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BGX
$155M
IBIE
$155M
Expense Ratio
BGX
N/A
IBIE
0.10%
Max Drawdown
BGX
58.00%
Winner
IBIE
3.34%
Sharpe Ratio
BGX
-1.31
Winner
IBIE
-0.36
5Y Beta
BGX
0.38
Winner
IBIE
0.00
5Y Dividends CAGR
BGX
0.61%
IBIE
N/A
BGX vs IBIE - Historical Returns
Returns include dividend reinvestment.
1M
BGX
+0.02%
Winner
IBIE
+0.45%
3M
BGX
+0.21%
Winner
IBIE
+0.45%
6M
BGX
-4.04%
Winner
IBIE
+1.71%
1Y
BGX
-6.30%
Winner
IBIE
+3.09%
5Y(CAGR)
BGX
+3.20%
IBIE
N/A
10Y(CAGR)
BGX
+5.92%
IBIE
N/A
Max(CAGR)
BGX
+4.46%
Winner
IBIE
+5.36%
BGX vs IBIE - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | BGX | IBIE |
|---|---|---|
| 2026 | -3.38% | +1.79% |
| 2025 | +0.63% | +6.54% |
| 2024 | +19.16% | +4.14% |
| 2023 | +17.83% | +2.93% |
| 2022 | -20.46% | N/A |
| 2021 | +17.54% | N/A |
| 2020 | -5.72% | N/A |
| 2019 | +22.67% | N/A |
| 2018 | -4.44% | N/A |
| 2017 | +7.68% | N/A |
| 2016 | +30.00% | N/A |
| 2015 | -6.69% | N/A |
| 2014 | -6.32% | N/A |
| 2013 | +1.40% | N/A |
| 2012 | +16.66% | N/A |
| 2011 | -9.62% | N/A |
BGX vs IBIE Drawdown Comparison
The maximum drawdown for BGX was -47.40%, occurring on Mar 18, 2020. Recovery took 331 trading sessions.
The maximum drawdown for IBIE was -1.70%, occurring on Dec 19, 2024. Recovery took 90 trading sessions.
The current BGX drawdown is -7.63%. The current IBIE drawdown is -0.26%.
| Rank | BGX | IBIE |
|---|---|---|
| #1 | -47.40% Feb 20, 2020 - Jun 14, 2021 | -1.70% Sep 24, 2024 - Feb 4, 2025 |
| #2 | -25.94% Nov 16, 2021 - Mar 21, 2024 | -1.63% Sep 18, 2023 - Nov 3, 2023 |
| #3 | -24.82% Apr 17, 2013 - Sep 30, 2016 | -1.48% Jan 12, 2024 - May 15, 2024 |
| #4 | -16.56% Aug 28, 2018 - Apr 10, 2019 | -1.24% Apr 3, 2025 - Apr 28, 2025 |
| #5 | -16.23% May 18, 2011 - Aug 2, 2012 | -1.14% Apr 30, 2025 - Jun 26, 2025 |
| #6 | -14.10% Dec 13, 2024 - Jul 14, 2025 | -0.78% Nov 3, 2023 - Nov 14, 2023 |
| #7 | -12.43% Sep 5, 2025 - Mar 6, 2026 | -0.72% Jun 2, 2026 - Jun 23, 2026 |
| #8 | -8.29% Oct 22, 2012 - Feb 1, 2013 | -0.65% Dec 27, 2023 - Jan 12, 2024 |
| #9 | -7.51% Sep 11, 2019 - Jan 10, 2020 | -0.59% Jun 5, 2024 - Jun 18, 2024 |
| #10 | -6.25% Jul 7, 2021 - Sep 29, 2021 | -0.55% Mar 17, 2026 - Apr 6, 2026 |
| #11 | -4.68% May 6, 2019 - Jun 12, 2019 | -0.51% Oct 22, 2025 - Jan 9, 2026 |
| #12 | -4.57% Oct 23, 2017 - Jan 26, 2018 | -0.51% Dec 1, 2023 - Dec 13, 2023 |
| #13 | -4.12% Oct 26, 2016 - Nov 25, 2016 | -0.49% Aug 5, 2024 - Aug 21, 2024 |
| #14 | -3.99% Jul 24, 2019 - Aug 20, 2019 | -0.42% Mar 3, 2025 - Mar 20, 2025 |
| #15 | -3.91% Aug 1, 2024 - Aug 15, 2024 | -0.41% May 15, 2024 - May 31, 2024 |
Correlation
Correlation between BGX and IBIE is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2011 - 2026)
BGX vs IBIE dividend yield comparison.
| Year | BGX | IBIE |
|---|---|---|
| 2026 | 3.55% | 2.85% |
| 2025 | 8.87% | 4.09% |
| 2024 | 9.89% | 4.23% |
| 2023 | 11.71% | 0.75% |
| 2022 | 8.15% | 0.00% |
| 2021 | 7.01% | 0.00% |
| 2020 | 8.76% | 0.00% |
| 2019 | 9.35% | 0.00% |
| 2018 | 11.74% | 0.00% |
| 2017 | 7.12% | 0.00% |
| 2016 | 9.01% | 0.00% |
| 2015 | 8.72% | 0.00% |
| 2014 | 7.70% | 0.00% |
| 2013 | 7.53% | 0.00% |
| 2012 | 6.91% | 0.00% |
| 2011 | 6.33% | 0.00% |
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