BHK vs EQL

Comparison between BlackRock Core Bond Trust (BHK, ETF) and ALPS EQUAL SECTOR WEIGHT ETF (EQL, ETF).

5-Year PerformanceEQL has outperformed BHK, delivering a return of +10.4% compared to -3.3%

BHK vs EQL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BHK(ETF)	EQL(ETF)
Net Assets	$698M	$696M
Expense Ratio	N/A	0.27%
Max Drawdown	48.25%	36.36%
Sharpe Ratio	-0.43	1.50
5Y Beta	0.24	0.70
5Y Dividends CAGR	3.01%	11.58%

Net Assets

Winner

BHK

$698M

EQL

$696M

Expense Ratio

BHK

N/A

EQL

0.27%

Max Drawdown

BHK

48.25%

Winner

EQL

36.36%

Sharpe Ratio

BHK

-0.43

Winner

EQL

1.50

5Y Beta

Winner

BHK

0.24

EQL

0.70

5Y Dividends CAGR

BHK

3.01%

Winner

EQL

11.58%

BHK vs EQL - Historical Returns

Returns include dividend reinvestment.

Period	BHK	EQL
1 month	-1.48%	+0.18%
3 months	-4.08%	+2.51%
6 months	-2.13%	+8.91%
1 year	+0.68%	+19.47%
5 years(CAGR)	-3.25%	+10.44%
10 years(CAGR)	+2.88%	+12.40%
Max(CAGR)	+5.40%	+13.60%

BHK

-1.48%

Winner

EQL

+0.18%

BHK

-4.08%

Winner

EQL

+2.51%

BHK

-2.13%

Winner

EQL

+8.91%

BHK

+0.68%

Winner

EQL

+19.47%

5Y(CAGR)

BHK

-3.25%

Winner

EQL

+10.44%

10Y(CAGR)

BHK

+2.88%

Winner

EQL

+12.40%

Max(CAGR)

BHK

+5.40%

Winner

EQL

+13.60%

BHK vs EQL - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BHK	EQL
2026	-3.20%	+7.96%
2025	+2.66%	+13.32%
2024	+4.91%	+16.33%
2023	+11.99%	+17.25%
2022	-31.47%	-10.83%
2021	+7.18%	+31.31%
2020	+17.82%	+10.55%
2019	+25.33%	+27.93%
2018	-7.99%	-6.48%
2017	+14.21%	+17.71%
2016	+9.41%	+14.59%
2015	+2.05%	-1.15%
2014	+10.11%	+14.14%
2013	-9.96%	+27.40%
2012	+16.46%	+12.86%
2011	+14.68%	+1.53%
2010	+13.74%	+13.63%
2009	+14.45%	+28.94%
2008	-1.78%	N/A
2007	-1.82%	N/A
2006	+2.94%	N/A
2005	+5.03%	N/A
2004	+8.21%	N/A
2003	+8.94%	N/A
2002	-0.03%	N/A
2001	+0.00%	N/A

BHK vs EQL Drawdown Comparison

The maximum drawdown for BHK was -39.55%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for EQL was -35.65%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The current BHK drawdown is -21.69%. The current EQL drawdown is -1.22%.

Rank	BHK	EQL
#1	-39.55% Sep 15, 2021 - Oct 20, 2022	-35.65% Feb 19, 2020 - Sep 2, 2020
#2	-30.64% May 27, 2008 - Jul 24, 2009	-19.23% Mar 29, 2022 - Jul 25, 2023
#3	-23.66% Feb 24, 2020 - Jun 10, 2020	-18.66% Jul 7, 2011 - Feb 7, 2012
#4	-19.40% Nov 12, 2012 - Jan 22, 2015	-17.43% Sep 21, 2018 - Apr 2, 2019
#5	-12.43% Jun 13, 2003 - Sep 20, 2004	-15.34% Apr 23, 2010 - Nov 4, 2010
#6	-12.08% Sep 28, 2010 - Sep 12, 2011	-15.08% Nov 29, 2024 - Jun 30, 2025
#7	-11.88% Dec 27, 2001 - Sep 18, 2002	-13.01% May 21, 2015 - Apr 19, 2016
#8	-10.94% Sep 12, 2005 - Oct 5, 2006	-10.32% Jul 31, 2023 - Dec 13, 2023
#9	-10.16% Aug 31, 2016 - May 18, 2017	-9.49% Jan 26, 2018 - Aug 20, 2018
#10	-9.78% Jan 2, 2018 - Mar 8, 2019	-9.02% Apr 2, 2012 - Aug 8, 2012
#11	-9.51% May 7, 2007 - Jan 24, 2008	-8.66% Jan 4, 2022 - Mar 29, 2022
#12	-9.08% Apr 24, 2015 - Mar 9, 2016	-8.32% Jan 19, 2010 - Mar 16, 2010
#13	-8.52% Jan 25, 2021 - Jun 15, 2021	-8.22% Sep 2, 2020 - Nov 9, 2020
#14	-8.50% Jan 24, 2008 - Apr 23, 2008	-6.99% Oct 18, 2012 - Jan 2, 2013
#15	-7.45% Oct 3, 2002 - Jan 17, 2003	-6.90% Sep 19, 2014 - Oct 31, 2014

Correlation

Correlation between BHK and EQL is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2002 - 2026)

BHK vs EQL dividend yield comparison.

Year	BHK	EQL
2026	4.20%	0.37%
2025	9.25%	1.73%
2024	8.56%	1.78%
2023	8.21%	1.96%
2022	7.91%	2.14%
2021	6.36%	1.69%
2020	5.06%	2.29%
2019	5.32%	1.95%
2018	6.39%	2.39%
2017	5.56%	1.97%
2016	6.23%	2.89%
2015	7.03%	2.07%
2014	8.15%	1.68%
2013	6.94%	1.55%
2012	6.11%	2.09%
2011	5.95%	1.87%
2010	6.98%	1.72%
2009	8.16%	1.00%
2008	7.00%	0.00%
2007	6.75%	0.00%
2006	6.66%	0.00%
2005	11.28%	0.00%
2004	9.37%	0.00%
2003	9.51%	0.00%
2002	8.72%	0.00%