BGX vs KDEF
Comparison between Blackstone Long-Short Credit Income Fund (BGX, ETF) and PLUS KOREA DEFENSE INDUSTRY INDEX ETF (KDEF, ETF).
BGX vs KDEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BGX
$157M
KDEF
$157M
Expense Ratio
BGX
N/A
KDEF
0.65%
Max Drawdown
BGX
58.00%
Winner
KDEF
35.67%
Sharpe Ratio
BGX
-0.87
Winner
KDEF
0.60
5Y Beta
Winner
BGX
0.38
KDEF
0.89
5Y Dividends CAGR
BGX
0.32%
KDEF
N/A
BGX vs KDEF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BGX
-0.55%
KDEF
-28.44%
3M
Winner
BGX
+4.28%
KDEF
-32.69%
6M
BGX
-4.55%
Winner
KDEF
+3.70%
1Y
BGX
-3.43%
Winner
KDEF
+23.51%
5Y(CAGR)
BGX
+3.26%
KDEF
N/A
10Y(CAGR)
BGX
+6.02%
KDEF
N/A
Max(CAGR)
BGX
+4.45%
Winner
KDEF
+76.58%
BGX vs KDEF - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | BGX | KDEF |
|---|---|---|
| 2026 | -4.02% | -5.84% |
| 2025 | +0.63% | +117.36% |
| 2024 | +19.16% | N/A |
| 2023 | +17.83% | N/A |
| 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 KDEF Drawdown Comparison
The maximum drawdown for BGX was -47.40%, occurring on Mar 18, 2020. Recovery took 331 trading sessions.
The maximum drawdown for KDEF was -35.45%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The current BGX drawdown is -8.24%. The current KDEF drawdown is -34.55%.
| Rank | BGX | KDEF |
|---|---|---|
| #1 | -47.40% Feb 20, 2020 - Jun 14, 2021 | -35.45% May 5, 2026 - Jun 5, 2026 |
| #2 | -25.94% Nov 16, 2021 - Mar 21, 2024 | -22.51% Sep 16, 2025 - Jan 8, 2026 |
| #3 | -24.82% Apr 17, 2013 - Sep 30, 2016 | -20.93% Mar 17, 2025 - Apr 22, 2025 |
| #4 | -16.56% Aug 28, 2018 - Apr 10, 2019 | -20.48% Mar 3, 2026 - Apr 22, 2026 |
| #5 | -16.23% May 18, 2011 - Aug 2, 2012 | -11.81% Jun 23, 2025 - Sep 2, 2025 |
| #6 | -14.10% Dec 13, 2024 - Jul 14, 2025 | -9.68% Feb 19, 2025 - Mar 5, 2025 |
| #7 | -12.43% Sep 5, 2025 - Mar 6, 2026 | -7.63% Jan 29, 2026 - Feb 20, 2026 |
| #8 | -8.29% Oct 22, 2012 - Feb 1, 2013 | -7.26% May 9, 2025 - May 23, 2025 |
| #9 | -7.51% Sep 11, 2019 - Jan 10, 2020 | -5.40% Mar 7, 2025 - Mar 17, 2025 |
| #10 | -6.25% Jul 7, 2021 - Sep 29, 2021 | -4.83% Apr 22, 2026 - Apr 30, 2026 |
| #11 | -4.68% May 6, 2019 - Jun 12, 2019 | -3.67% Jun 16, 2025 - Jun 23, 2025 |
| #12 | -4.57% Oct 23, 2017 - Jan 26, 2018 | -3.09% Jan 21, 2026 - Jan 29, 2026 |
| #13 | -4.12% Oct 26, 2016 - Nov 25, 2016 | -2.97% Apr 25, 2025 - May 2, 2025 |
| #14 | -3.99% Jul 24, 2019 - Aug 20, 2019 | -2.70% May 1, 2026 - May 5, 2026 |
| #15 | -3.91% Aug 1, 2024 - Aug 15, 2024 | -2.56% Feb 20, 2026 - Feb 25, 2026 |
Correlation
Correlation between BGX and KDEF is -0.43 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.43
-101
Dividend Comparison (2011 - 2026)
BGX vs KDEF dividend yield comparison.
| Year | BGX | KDEF |
|---|---|---|
| 2026 | 2.79% | 1.77% |
| 2025 | 8.87% | 5.06% |
| 2024 | 9.89% | 0.00% |
| 2023 | 11.71% | 0.00% |
| 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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