BWZ vs GQI

Comparison between SPDR(R) BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF (BWZ, ETF) and Natixis Gateway Quality Income ETF (GQI, ETF).

BWZ vs GQI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BWZ(ETF)	GQI(ETF)
Net Assets	$268M	$267M
Expense Ratio	0.35%	0.34%
Max Drawdown	38.33%	18.02%
Sharpe Ratio	-0.33	1.65
5Y Beta	0.01	0.77
P/E Ratio	N/A	25.64
Forward P/E	N/A	20.72
5Y Dividends CAGR	161.85%	N/A
5Y EPS CAGR	N/A	29.25%
Debt to Equity	N/A	82.99%
P/S Ratio	N/A	1.97
P/B Ratio	N/A	7.98

Net Assets

Winner

BWZ

$268M

GQI

$267M

Expense Ratio

BWZ

0.35%

Winner

GQI

0.34%

Max Drawdown

BWZ

38.33%

Winner

GQI

18.02%

Sharpe Ratio

BWZ

-0.33

Winner

GQI

1.65

5Y Beta

Winner

BWZ

0.01

GQI

0.77

P/E Ratio

BWZ

N/A

GQI

25.64

Forward P/E

BWZ

N/A

GQI

20.72

5Y Dividends CAGR

BWZ

161.85%

GQI

N/A

5Y EPS CAGR

BWZ

N/A

GQI

29.25%

Debt to Equity

BWZ

N/A

GQI

82.99%

P/S Ratio

BWZ

N/A

GQI

1.97

P/B Ratio

BWZ

N/A

GQI

7.98

BWZ vs GQI - Historical Returns

Returns include dividend reinvestment.

Period	BWZ	GQI
1 month	+3.00%	+1.67%
3 months	+1.63%	+4.89%
6 months	-0.04%	+9.30%
1 year	+1.72%	+21.64%
5 years(CAGR)	-0.96%	N/A
10 years(CAGR)	-0.50%	N/A
Max(CAGR)	-0.09%	+16.38%

Winner

BWZ

+3.00%

GQI

+1.67%

BWZ

+1.63%

Winner

GQI

+4.89%

BWZ

-0.04%

Winner

GQI

+9.30%

BWZ

+1.72%

Winner

GQI

+21.64%

5Y(CAGR)

BWZ

-0.96%

GQI

N/A

10Y(CAGR)

BWZ

-0.50%

GQI

N/A

Max(CAGR)

BWZ

-0.09%

Winner

GQI

+16.38%

BWZ vs GQI - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	BWZ	GQI
2026	+1.71%	+12.00%
2025	+10.88%	+15.50%
2024	-4.53%	+16.76%
2023	+3.85%	+0.68%
2022	-10.17%	N/A
2021	-6.90%	N/A
2020	+6.74%	N/A
2019	+1.29%	N/A
2018	-3.82%	N/A
2017	+10.82%	N/A
2016	-1.22%	N/A
2015	-6.54%	N/A
2014	-9.36%	N/A
2013	-2.29%	N/A
2012	+2.23%	N/A
2011	-0.77%	N/A
2010	+0.98%	N/A
2009	+12.97%	N/A

BWZ vs GQI Drawdown Comparison

The maximum drawdown for BWZ was -34.22%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The maximum drawdown for GQI was -16.55%, occurring on Apr 8, 2025. Recovery took 96 trading sessions.

The current BWZ drawdown is -20.92%. The current GQI drawdown is -0.58%.

Rank	BWZ	GQI
#1	-34.22% Aug 29, 2011 - Sep 27, 2022	-16.55% Feb 19, 2025 - Jul 9, 2025
#2	-13.70% Dec 1, 2009 - Nov 4, 2010	-7.64% Jul 16, 2024 - Sep 26, 2024
#3	-6.59% Nov 4, 2010 - Jan 26, 2011	-6.96% Feb 9, 2026 - Apr 15, 2026
#4	-5.56% Feb 9, 2009 - Mar 18, 2009	-5.15% Mar 21, 2024 - Jun 5, 2024
#5	-5.06% Jan 26, 2011 - Apr 26, 2011	-3.16% Dec 11, 2024 - Jan 22, 2025
#6	-3.58% May 2, 2011 - Jul 29, 2011	-3.12% Nov 11, 2025 - Nov 26, 2025
#7	-3.43% Jun 2, 2009 - Jul 20, 2009	-2.82% Jun 4, 2026 - Jun 15, 2026
#8	-2.51% Mar 19, 2009 - May 4, 2009	-2.40% Oct 8, 2025 - Oct 21, 2025
#9	-2.22% Oct 14, 2009 - Nov 11, 2009	-2.22% Jun 15, 2026 - Jul 6, 2026
#10	-2.20% Jul 29, 2011 - Aug 29, 2011	-2.21% Oct 14, 2024 - Nov 6, 2024
#11	-2.14% Sep 18, 2009 - Oct 14, 2009	-2.02% Jul 16, 2026 - Aug 3, 2026
#12	-1.88% Aug 4, 2009 - Aug 25, 2009	-1.84% Dec 11, 2025 - Dec 22, 2025
#13	-1.52% Feb 3, 2009 - Feb 9, 2009	-1.81% Dec 26, 2023 - Jan 10, 2024
#14	-1.10% May 22, 2009 - Jun 1, 2009	-1.79% Jan 12, 2026 - Jan 27, 2026
#15	-1.05% Nov 11, 2009 - Nov 25, 2009	-1.77% Nov 13, 2024 - Nov 26, 2024

Correlation

Correlation between BWZ and GQI is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2009 - 2026)

BWZ vs GQI dividend yield comparison.

Year	BWZ	GQI
2026	1.21%	5.44%
2025	2.05%	8.97%
2024	2.47%	7.77%
2023	1.63%	0.31%
2022	0.44%	0.00%
2021	0.60%	0.00%
2020	0.13%	0.00%
2019	0.43%	0.00%
2018	1.10%	0.00%
2017	0.40%	0.00%
2016	0.13%	0.00%
2015	0.06%	0.00%
2014	0.19%	0.00%
2013	0.09%	0.00%
2012	0.01%	0.00%
2011	3.53%	0.00%
2010	0.19%	0.00%
2009	1.61%	0.00%