BTZ vs BBAG

Comparison between BlackRock Credit Allocation Income Trust (BTZ, ETF) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG, ETF).

5-Year PerformanceBTZ has outperformed BBAG, delivering a return of +1.6% compared to +0.1%

BTZ vs BBAG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTZ(ETF)	BBAG(ETF)
Net Assets	$1B	$1.10B
Expense Ratio	N/A	0.03%
Max Drawdown	80.22%	23.99%
Sharpe Ratio	0.44	0.36
5Y Beta	0.34	0.04
5Y Dividends CAGR	1.61%	13.34%

Net Assets

BTZ

$1B

Winner

BBAG

$1.10B

Expense Ratio

BTZ

N/A

BBAG

0.03%

Max Drawdown

BTZ

80.22%

Winner

BBAG

23.99%

Sharpe Ratio

Winner

BTZ

0.44

BBAG

0.36

5Y Beta

BTZ

0.34

Winner

BBAG

0.04

5Y Dividends CAGR

BTZ

1.61%

Winner

BBAG

13.34%

BTZ vs BBAG - Historical Returns

Returns include dividend reinvestment.

Period	BTZ	BBAG
1 month	+1.89%	+0.02%
3 months	-1.37%	+0.06%
6 months	-1.60%	+0.89%
1 year	+7.85%	+5.56%
5 years(CAGR)	+1.61%	+0.09%
10 years(CAGR)	+5.94%	N/A
Max(CAGR)	+3.94%	+1.92%

Winner

BTZ

+1.89%

BBAG

+0.02%

BTZ

-1.37%

Winner

BBAG

+0.06%

BTZ

-1.60%

Winner

BBAG

+0.89%

Winner

BTZ

+7.85%

BBAG

+5.56%

5Y(CAGR)

Winner

BTZ

+1.61%

BBAG

+0.09%

10Y(CAGR)

BTZ

+5.94%

BBAG

N/A

Max(CAGR)

Winner

BTZ

+3.94%

BBAG

+1.92%

BTZ vs BBAG - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	BTZ	BBAG
2026	-0.96%	+0.60%
2025	+13.25%	+7.20%
2024	+10.85%	+1.62%
2023	+11.05%	+4.81%
2022	-26.17%	-12.62%
2021	+9.80%	-1.75%
2020	+13.19%	+6.90%
2019	+32.44%	+8.08%
2018	-9.09%	+1.00%
2017	+8.26%	N/A
2016	+13.40%	N/A
2015	+2.09%	N/A
2014	+6.14%	N/A
2013	+0.98%	N/A
2012	+20.64%	N/A
2011	+7.44%	N/A
2010	+15.42%	N/A
2009	+52.40%	N/A
2008	-44.69%	N/A
2007	-25.00%	N/A
2006	+0.20%	N/A

BTZ vs BBAG Drawdown Comparison

The maximum drawdown for BTZ was -74.54%, occurring on Mar 9, 2009. Recovery took 1449 trading sessions.

The maximum drawdown for BBAG was -18.74%, occurring on Oct 21, 2022. This drawdown has not yet recovered.

The current BTZ drawdown is -2.92%. The current BBAG drawdown is -2.52%.

Rank	BTZ	BBAG
#1	-74.54% Dec 26, 2006 - Sep 26, 2012	-18.74% Aug 6, 2020 - Oct 21, 2022
#2	-35.34% Feb 7, 2020 - Aug 3, 2020	-9.69% Mar 9, 2020 - Jun 10, 2020
#3	-34.63% Jul 13, 2021 - Jul 31, 2025	-2.18% Sep 4, 2019 - Jan 22, 2020
#4	-13.35% Apr 30, 2013 - Mar 3, 2014	-0.90% Jan 3, 2019 - Jan 31, 2019
#5	-12.13% Oct 2, 2017 - Mar 25, 2019	-0.88% Jul 3, 2019 - Aug 1, 2019
#6	-9.74% Aug 31, 2016 - Feb 28, 2017	-0.78% Mar 27, 2019 - May 13, 2019
#7	-9.71% Apr 28, 2015 - Apr 13, 2016	-0.74% Jan 31, 2020 - Feb 20, 2020
#8	-9.29% Oct 31, 2025 - Mar 27, 2026	-0.63% Aug 15, 2019 - Aug 27, 2019
#9	-6.02% Feb 11, 2021 - May 6, 2021	-0.60% Feb 26, 2019 - Mar 7, 2019
#10	-4.56% Nov 2, 2012 - Jan 10, 2013	-0.43% Jan 31, 2019 - Feb 7, 2019
#11	-3.99% Aug 7, 2020 - Nov 11, 2020	-0.43% Dec 19, 2018 - Dec 28, 2018
#12	-3.92% Feb 28, 2017 - Apr 3, 2017	-0.39% Feb 8, 2019 - Feb 19, 2019
#13	-3.53% Oct 23, 2014 - Jan 16, 2015	-0.31% May 15, 2019 - May 23, 2019
#14	-3.35% Jul 14, 2014 - Oct 23, 2014	-0.29% Jun 11, 2020 - Jun 19, 2020
#15	-2.45% Jan 18, 2013 - Apr 5, 2013	-0.27% Jun 3, 2019 - Jun 13, 2019

Correlation

Correlation between BTZ and BBAG is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67

-101

Dividend Comparison (2007 - 2026)

BTZ vs BBAG dividend yield comparison.

Year	BTZ	BBAG
2026	3.25%	1.41%
2025	9.30%	4.29%
2024	9.63%	4.25%
2023	9.76%	3.60%
2022	9.14%	2.23%
2021	6.69%	1.44%
2020	6.84%	2.26%
2019	6.23%	2.92%
2018	7.19%	0.16%
2017	6.25%	0.00%
2016	6.90%	0.00%
2015	7.83%	0.00%
2014	7.48%	0.00%
2013	7.27%	0.00%
2012	7.13%	0.00%
2011	7.09%	0.00%
2010	8.36%	0.00%
2009	11.60%	0.00%
2008	19.94%	0.00%
2007	10.95%	0.00%