DSU vs BBHY

Comparison between BlackRock Debt Strategies Fund Inc (DSU, ETF) and JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF (BBHY, ETF).

5-Year PerformanceDSU has outperformed BBHY, delivering a return of +6.7% compared to +4.0%

DSU vs BBHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DSU(ETF)	BBHY(ETF)
Net Assets	$609M	$607M
Expense Ratio	N/A	0.07%
Max Drawdown	78.64%	25.29%
Sharpe Ratio	-0.03	0.79
5Y Beta	0.31	0.24
5Y Dividends CAGR	10.20%	7.81%

Net Assets

Winner

DSU

$609M

BBHY

$607M

Expense Ratio

DSU

N/A

BBHY

0.07%

Max Drawdown

DSU

78.64%

Winner

BBHY

25.29%

Sharpe Ratio

DSU

-0.03

Winner

BBHY

0.79

5Y Beta

DSU

0.31

Winner

BBHY

0.24

5Y Dividends CAGR

Winner

DSU

10.20%

BBHY

7.81%

DSU vs BBHY - Historical Returns

Returns include dividend reinvestment.

Period	DSU	BBHY
1 month	-1.45%	+0.05%
3 months	+0.56%	+0.97%
6 months	-0.50%	+1.70%
1 year	+3.36%	+6.85%
5 years(CAGR)	+6.74%	+4.02%
10 years(CAGR)	+7.80%	+4.78%
Max(CAGR)	+6.56%	+4.78%

DSU

-1.45%

Winner

BBHY

+0.05%

DSU

+0.56%

Winner

BBHY

+0.97%

DSU

-0.50%

Winner

BBHY

+1.70%

DSU

+3.36%

Winner

BBHY

+6.85%

5Y(CAGR)

Winner

DSU

+6.74%

BBHY

+4.02%

10Y(CAGR)

Winner

DSU

+7.80%

BBHY

+4.78%

Max(CAGR)

Winner

DSU

+6.56%

BBHY

+4.78%

DSU vs BBHY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DSU	BBHY
2026	-0.68%	+1.27%
2025	+5.03%	+8.28%
2024	+11.83%	+8.22%
2023	+29.30%	+11.85%
2022	-15.84%	-10.31%
2021	+20.28%	+4.19%
2020	+2.25%	+5.26%
2019	+21.10%	+14.72%
2018	-10.89%	-2.57%
2017	+10.10%	+6.56%
2016	+21.39%	+1.83%
2015	-1.18%	N/A
2014	+0.25%	N/A
2013	-0.31%	N/A
2012	+18.15%	N/A
2011	+10.38%	N/A
2010	+15.57%	N/A
2009	+49.57%	N/A
2008	-48.60%	N/A
2007	-15.32%	N/A
2006	+28.62%	N/A
2005	-0.81%	N/A
2004	+10.41%	N/A
2003	+36.60%	N/A
2002	-2.25%	N/A
2001	+14.21%	N/A
2000	-1.28%	N/A
1999	-5.08%	N/A

DSU vs BBHY Drawdown Comparison

The maximum drawdown for DSU was -71.89%, occurring on Mar 9, 2009. Recovery took 1366 trading sessions.

The maximum drawdown for BBHY was -24.98%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The current DSU drawdown is -2.92%. The current BBHY drawdown is -0.58%.

Rank	DSU	BBHY
#1	-71.89% Feb 1, 2007 - Jul 3, 2012	-24.98% Feb 20, 2020 - Aug 4, 2020
#2	-45.38% Feb 19, 2020 - Jan 15, 2021	-15.32% Dec 27, 2021 - Dec 21, 2023
#3	-30.49% May 16, 2002 - Mar 31, 2003	-5.00% Feb 28, 2025 - May 12, 2025
#4	-24.22% Dec 28, 2021 - Nov 24, 2023	-4.79% Oct 2, 2018 - Jan 18, 2019
#5	-20.52% Aug 16, 2000 - Jan 18, 2001	-2.75% Jan 25, 2018 - Oct 1, 2018
#6	-19.43% Jan 31, 2001 - Jan 7, 2002	-2.56% Sep 2, 2020 - Oct 9, 2020
#7	-18.01% Jan 21, 2004 - Oct 5, 2004	-2.50% Oct 25, 2016 - Dec 23, 2016
#8	-16.34% May 8, 2013 - Jul 22, 2016	-2.37% Feb 20, 2026 - Apr 9, 2026
#9	-14.59% Feb 14, 2025 - May 29, 2025	-2.33% Feb 12, 2021 - May 5, 2021
#10	-14.04% Dec 28, 2004 - Jul 14, 2005	-2.27% Sep 15, 2021 - Dec 23, 2021
#11	-13.43% Aug 24, 2018 - Apr 12, 2019	-2.16% Mar 27, 2024 - May 6, 2024
#12	-12.41% Jul 11, 2003 - Oct 8, 2003	-2.00% Mar 1, 2017 - Apr 10, 2017
#13	-10.74% Oct 4, 2012 - Jan 11, 2013	-1.71% Oct 24, 2017 - Jan 3, 2018
#14	-10.58% Sep 12, 2005 - Jan 12, 2006	-1.69% Dec 6, 2024 - Jan 21, 2025
#15	-10.00% Nov 5, 1999 - Jul 27, 2000	-1.58% Oct 12, 2020 - Nov 4, 2020

Correlation

Correlation between DSU and BBHY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2000 - 2026)

DSU vs BBHY dividend yield comparison.

Year	DSU	BBHY
2026	5.12%	2.94%
2025	11.63%	7.24%
2024	11.01%	7.18%
2023	9.70%	6.49%
2022	7.56%	5.92%
2021	6.21%	4.06%
2020	7.96%	4.73%
2019	7.43%	4.99%
2018	8.41%	5.02%
2017	6.98%	4.81%
2016	6.60%	1.42%
2015	8.07%	0.00%
2014	7.96%	0.00%
2013	8.47%	0.00%
2012	7.77%	0.00%
2011	8.35%	0.00%
2010	9.08%	0.00%
2009	11.56%	0.00%
2008	24.45%	0.00%
2007	11.73%	0.00%
2006	8.86%	0.00%
2005	10.30%	0.00%
2004	9.46%	0.00%
2003	11.24%	0.00%
2002	14.34%	0.00%
2001	14.43%	0.00%
2000	7.55%	0.00%