DBAW vs BGH

Comparison between XTRACKERS MSCI ALL WORLD EX US HEDGED EQUITY ETF (DBAW, ETF) and Barings Global Short Duration High Yield Fund (BGH, ETF).

5-Year PerformanceDBAW has outperformed BGH, delivering a return of +11.6% compared to +6.6%

DBAW vs BGH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DBAW(ETF)	BGH(ETF)
Net Assets	$297M	$298M
Expense Ratio	0.40%	N/A
Max Drawdown	31.44%	63.84%
Sharpe Ratio	1.53	-0.51
5Y Beta	0.74	0.43
5Y Dividends CAGR	20.31%	5.93%

Net Assets

DBAW

$297M

Winner

BGH

$298M

Expense Ratio

DBAW

0.40%

BGH

N/A

Max Drawdown

Winner

DBAW

31.44%

BGH

63.84%

Sharpe Ratio

Winner

DBAW

1.53

BGH

-0.51

5Y Beta

DBAW

0.74

Winner

BGH

0.43

5Y Dividends CAGR

Winner

DBAW

20.31%

BGH

5.93%

DBAW vs BGH - Historical Returns

Returns include dividend reinvestment.

Period	DBAW	BGH
1 month	+2.59%	+1.80%
3 months	+2.16%	+3.07%
6 months	+6.91%	+4.42%
1 year	+28.50%	-3.18%
5 years(CAGR)	+11.65%	+6.64%
10 years(CAGR)	+11.12%	+7.36%
Max(CAGR)	+9.49%	+6.30%

Winner

DBAW

+2.59%

BGH

+1.80%

DBAW

+2.16%

Winner

BGH

+3.07%

Winner

DBAW

+6.91%

BGH

+4.42%

Winner

DBAW

+28.50%

BGH

-3.18%

5Y(CAGR)

Winner

DBAW

+11.65%

BGH

+6.64%

10Y(CAGR)

Winner

DBAW

+11.12%

BGH

+7.36%

Max(CAGR)

Winner

DBAW

+9.49%

BGH

+6.30%

DBAW vs BGH - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	DBAW	BGH
2026	+15.66%	+0.72%
2025	+25.86%	+7.41%
2024	+14.72%	+26.25%
2023	+14.15%	+17.36%
2022	-13.77%	-19.43%
2021	+12.71%	+25.25%
2020	+5.92%	-5.04%
2019	+22.66%	+19.70%
2018	-10.68%	-8.56%
2017	+17.09%	+10.60%
2016	+8.32%	+29.79%
2015	-0.16%	-8.72%
2014	+8.64%	-1.88%
2013	N/A	+5.32%
2012	N/A	-4.35%

DBAW vs BGH Drawdown Comparison

The maximum drawdown for DBAW was -31.44%, occurring on Mar 16, 2020. Recovery took 214 trading sessions.

The maximum drawdown for BGH was -48.74%, occurring on Mar 23, 2020. Recovery took 288 trading sessions.

The current DBAW drawdown is -1.65%. The current BGH drawdown is -6.81%.

Rank	DBAW	BGH
#1	-31.44% Jan 17, 2020 - Nov 20, 2020	-48.74% Feb 20, 2020 - Apr 13, 2021
#2	-24.12% Apr 27, 2015 - Apr 24, 2017	-26.63% Jan 6, 2022 - Feb 29, 2024
#3	-17.89% Nov 16, 2021 - Jan 25, 2024	-25.45% Jun 18, 2014 - Aug 18, 2016
#4	-16.25% Jan 23, 2018 - Oct 15, 2019	-20.85% Sep 4, 2018 - May 1, 2019
#5	-14.11% Mar 19, 2025 - May 20, 2025	-16.88% Sep 17, 2025 - Mar 30, 2026
#6	-9.00% Feb 25, 2026 - Apr 17, 2026	-15.51% Feb 21, 2025 - Jul 1, 2025
#7	-8.95% Jul 12, 2024 - Sep 24, 2024	-11.53% May 7, 2013 - Jan 6, 2014
#8	-8.69% Sep 4, 2014 - Nov 26, 2014	-9.18% May 3, 2019 - Jan 8, 2020
#9	-6.52% Dec 5, 2014 - Jan 26, 2015	-7.94% Oct 20, 2017 - Aug 7, 2018
#10	-5.33% Jun 22, 2026 - Jul 29, 2026	-6.58% Oct 26, 2016 - Nov 28, 2016
#11	-4.96% Sep 7, 2021 - Nov 4, 2021	-5.75% Nov 8, 2024 - Dec 2, 2024
#12	-4.60% Nov 12, 2025 - Dec 22, 2025	-5.54% Dec 6, 2024 - Feb 18, 2025
#13	-4.35% Oct 4, 2024 - Jan 24, 2025	-5.00% Nov 16, 2021 - Dec 31, 2021
#14	-4.26% Jun 2, 2026 - Jun 15, 2026	-4.51% Jul 13, 2021 - Aug 31, 2021
#15	-4.01% Mar 6, 2014 - Apr 2, 2014	-4.50% Dec 7, 2012 - Jan 18, 2013

Correlation

Correlation between DBAW and BGH is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2012 - 2026)

DBAW vs BGH dividend yield comparison.

Year	DBAW	BGH
2026	0.04%	6.91%
2025	3.83%	11.38%
2024	1.70%	9.72%
2023	3.45%	10.66%
2022	8.81%	9.99%
2021	2.05%	7.31%
2020	2.08%	9.10%
2019	2.91%	10.14%
2018	2.93%	12.11%
2017	2.41%	9.50%
2016	1.99%	9.61%
2015	5.74%	13.31%
2014	7.59%	14.41%
2013	0.00%	10.05%
2012	0.00%	0.71%