BGX vs VSMV

Comparison between Blackstone Long-Short Credit Income Fund (BGX, ETF) and VICTORYSHARES US MULTI-FACTOR MINIMUM VOLATILITY ETF (VSMV, ETF).

5-Year PerformanceVSMV has outperformed BGX, delivering a return of +10.8% compared to +3.2%

BGX vs VSMV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGX(ETF)	VSMV(ETF)
Net Assets	$155M	$156M
Expense Ratio	N/A	0.35%
Max Drawdown	58.00%	31.45%
Sharpe Ratio	-1.31	1.93
5Y Beta	0.38	0.57
P/E Ratio	N/A	19.25
Forward P/E	N/A	16.77
PEG Ratio	N/A	0.31
5Y Dividends CAGR	0.61%	7.22%
5Y EPS CAGR	N/A	15.78%
Debt to Equity	N/A	50.76%
P/S Ratio	N/A	1.60
P/B Ratio	N/A	5.01

Net Assets

BGX

$155M

Winner

VSMV

$156M

Expense Ratio

BGX

N/A

VSMV

0.35%

Max Drawdown

BGX

58.00%

Winner

VSMV

31.45%

Sharpe Ratio

BGX

-1.31

Winner

VSMV

1.93

5Y Beta

Winner

BGX

0.38

VSMV

0.57

P/E Ratio

BGX

N/A

VSMV

19.25

Forward P/E

BGX

N/A

VSMV

16.77

PEG Ratio

BGX

N/A

VSMV

0.31

5Y Dividends CAGR

BGX

0.61%

Winner

VSMV

7.22%

5Y EPS CAGR

BGX

N/A

VSMV

15.78%

Debt to Equity

BGX

N/A

VSMV

50.76%

P/S Ratio

BGX

N/A

VSMV

1.60

P/B Ratio

BGX

N/A

VSMV

5.01

BGX vs VSMV - Historical Returns

Returns include dividend reinvestment.

Period	BGX	VSMV
1 month	+0.02%	+1.18%
3 months	+0.21%	+3.32%
6 months	-4.04%	+6.64%
1 year	-6.30%	+23.48%
5 years(CAGR)	+3.20%	+10.85%
10 years(CAGR)	+5.92%	+12.17%
Max(CAGR)	+4.46%	+12.17%

BGX

+0.02%

Winner

VSMV

+1.18%

BGX

+0.21%

Winner

VSMV

+3.32%

BGX

-4.04%

Winner

VSMV

+6.64%

BGX

-6.30%

Winner

VSMV

+23.48%

5Y(CAGR)

BGX

+3.20%

Winner

VSMV

+10.85%

10Y(CAGR)

BGX

+5.92%

Winner

VSMV

+12.17%

Max(CAGR)

BGX

+4.46%

Winner

VSMV

+12.17%

BGX vs VSMV - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	BGX	VSMV
2026	-3.38%	+9.04%
2025	+0.63%	+17.41%
2024	+19.16%	+15.49%
2023	+17.83%	+12.53%
2022	-20.46%	-7.18%
2021	+17.54%	+27.07%
2020	-5.72%	+5.38%
2019	+22.67%	+27.51%
2018	-4.44%	-1.12%
2017	+7.68%	+11.48%
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 VSMV Drawdown Comparison

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

The maximum drawdown for VSMV was -31.33%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.

The current BGX drawdown is -7.63%. The current VSMV drawdown is -0.87%.

Rank	BGX	VSMV
#1	-47.40% Feb 20, 2020 - Jun 14, 2021	-31.33% Feb 13, 2020 - Dec 16, 2020
#2	-25.94% Nov 16, 2021 - Mar 21, 2024	-17.96% Apr 8, 2022 - Jul 21, 2023
#3	-24.82% Apr 17, 2013 - Sep 30, 2016	-15.89% Oct 3, 2018 - Apr 23, 2019
#4	-16.56% Aug 28, 2018 - Apr 10, 2019	-13.22% Nov 26, 2024 - Jul 23, 2025
#5	-16.23% May 18, 2011 - Aug 2, 2012	-9.28% Dec 29, 2021 - Mar 29, 2022
#6	-14.10% Dec 13, 2024 - Jul 14, 2025	-7.65% Jan 29, 2018 - Aug 2, 2018
#7	-12.43% Sep 5, 2025 - Mar 6, 2026	-7.00% Jul 25, 2023 - Dec 1, 2023
#8	-8.29% Oct 22, 2012 - Feb 1, 2013	-5.34% Aug 16, 2021 - Oct 22, 2021
#9	-7.51% Sep 11, 2019 - Jan 10, 2020	-5.18% Feb 27, 2026 - Apr 30, 2026
#10	-6.25% Jul 7, 2021 - Sep 29, 2021	-5.14% Mar 28, 2024 - Jun 13, 2024
#11	-4.68% May 6, 2019 - Jun 12, 2019	-4.94% Jul 29, 2019 - Sep 5, 2019
#12	-4.57% Oct 23, 2017 - Jan 26, 2018	-4.94% Jan 26, 2021 - Mar 15, 2021
#13	-4.12% Oct 26, 2016 - Nov 25, 2016	-4.32% Jul 17, 2024 - Aug 16, 2024
#14	-3.99% Jul 24, 2019 - Aug 20, 2019	-3.49% May 6, 2019 - Jun 7, 2019
#15	-3.91% Aug 1, 2024 - Aug 15, 2024	-3.30% May 10, 2021 - Jul 1, 2021

Correlation

Correlation between BGX and VSMV is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2011 - 2026)

BGX vs VSMV dividend yield comparison.

Year	BGX	VSMV
2026	3.55%	0.70%
2025	8.87%	1.35%
2024	9.89%	1.36%
2023	11.71%	1.77%
2022	8.15%	1.99%
2021	7.01%	1.36%
2020	8.76%	2.01%
2019	9.35%	2.00%
2018	11.74%	2.42%
2017	7.12%	1.11%
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%