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BGX vs NUSB

Comparison between Blackstone Long-Short Credit Income Fund (BGX, ETF) and NUVEEN ULTRA SHORT INCOME ETF (NUSB, ETF).

BGX vs NUSB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BGX
$157M
NUSB
$157M
Expense Ratio
BGX
N/A
NUSB
0.17%
Max Drawdown
BGX
58.00%
Winner
NUSB
0.61%
Sharpe Ratio
BGX
-0.84
Winner
NUSB
1.60
5Y Beta
BGX
0.38
Winner
NUSB
0.00
5Y Dividends CAGR
BGX
0.32%
NUSB
N/A

BGX vs NUSB - Historical Returns

Returns include dividend reinvestment.

1M
BGX
-0.64%
Winner
NUSB
+0.32%
3M
Winner
BGX
+2.25%
NUSB
+0.86%
6M
BGX
-5.14%
Winner
NUSB
+1.86%
1Y
BGX
-3.70%
Winner
NUSB
+4.30%
5Y(CAGR)
BGX
+3.31%
NUSB
N/A
10Y(CAGR)
BGX
+6.14%
NUSB
N/A
Max(CAGR)
BGX
+4.43%
Winner
NUSB
+4.80%

BGX vs NUSB - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearBGXNUSB
2026-4.28%+1.50%
2025+0.63%+4.69%
2024+19.16%+4.50%
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 NUSB Drawdown Comparison

The maximum drawdown for BGX was -47.40%, occurring on Mar 18, 2020. Recovery took 331 trading sessions.

The maximum drawdown for NUSB was -0.16%, occurring on Apr 10, 2025. Recovery took 12 trading sessions.

The current BGX drawdown is -8.50%.

RankBGXNUSB
#1-47.40%
Feb 20, 2020 - Jun 14, 2021
-0.16%
Apr 1, 2025 - Apr 17, 2025
#2-25.94%
Nov 16, 2021 - Mar 21, 2024
-0.06%
Mar 9, 2026 - Mar 23, 2026
#3-24.82%
Apr 17, 2013 - Sep 30, 2016
-0.06%
Jun 30, 2025 - Jul 3, 2025
#4-16.56%
Aug 28, 2018 - Apr 10, 2019
-0.04%
Mar 11, 2024 - Mar 19, 2024
#5-16.23%
May 18, 2011 - Aug 2, 2012
-0.04%
Apr 4, 2024 - Apr 15, 2024
#6-14.10%
Dec 13, 2024 - Jul 14, 2025
-0.04%
Oct 2, 2024 - Oct 11, 2024
#7-12.43%
Sep 5, 2025 - Mar 6, 2026
-0.04%
Jul 3, 2025 - Jul 11, 2025
#8-8.29%
Oct 22, 2012 - Feb 1, 2013
-0.04%
Mar 25, 2026 - Mar 30, 2026
#9-7.51%
Sep 11, 2019 - Jan 10, 2020
-0.04%
Jul 14, 2025 - Jul 18, 2025
#10-6.25%
Jul 7, 2021 - Sep 29, 2021
-0.04%
Oct 21, 2024 - Oct 25, 2024
#11-4.68%
May 6, 2019 - Jun 12, 2019
-0.04%
Sep 8, 2025 - Sep 12, 2025
#12-4.57%
Oct 23, 2017 - Jan 26, 2018
-0.04%
May 27, 2025 - May 30, 2025
#13-4.12%
Oct 26, 2016 - Nov 25, 2016
-0.02%
Feb 27, 2026 - Mar 6, 2026
#14-3.99%
Jul 24, 2019 - Aug 20, 2019
-0.02%
Aug 2, 2024 - Aug 9, 2024
#15-3.91%
Aug 1, 2024 - Aug 15, 2024
-0.02%
Jan 3, 2025 - Jan 8, 2025

Correlation

Correlation between BGX and NUSB is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39
-101

Dividend Comparison (2011 - 2026)

BGX vs NUSB dividend yield comparison.

YearBGXNUSB
20262.80%1.63%
20258.87%4.51%
20249.89%3.61%
202311.71%0.00%
20228.15%0.00%
20217.01%0.00%
20208.76%0.00%
20199.35%0.00%
201811.74%0.00%
20177.12%0.00%
20169.01%0.00%
20158.72%0.00%
20147.70%0.00%
20137.53%0.00%
20126.91%0.00%
20116.33%0.00%

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