DSU vs IAT

Comparison between BlackRock Debt Strategies Fund Inc (DSU, ETF) and ISHARES U.S. REGIONAL BANKS ETF (IAT, ETF).

5-Year PerformanceDSU has outperformed IAT, delivering a return of +6.8% compared to +3.8%

DSU vs IAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DSU(ETF)	IAT(ETF)
Net Assets	$606M	$603M
Expense Ratio	N/A	0.38%
Max Drawdown	78.64%	78.80%
Sharpe Ratio	-0.05	1.23
5Y Beta	0.30	1.01
P/E Ratio	N/A	12.75
Forward P/E	N/A	11.62
PEG Ratio	N/A	0.40
5Y Dividends CAGR	10.20%	7.63%
5Y EPS CAGR	N/A	6.81%
Debt to Equity	N/A	54.03%
P/S Ratio	N/A	3.74
P/B Ratio	N/A	1.31

Net Assets

Winner

DSU

$606M

IAT

$603M

Expense Ratio

DSU

N/A

IAT

0.38%

Max Drawdown

Winner

DSU

78.64%

IAT

78.80%

Sharpe Ratio

DSU

-0.05

Winner

IAT

1.23

5Y Beta

Winner

DSU

0.30

IAT

1.01

P/E Ratio

DSU

N/A

IAT

12.75

Forward P/E

DSU

N/A

IAT

11.62

PEG Ratio

DSU

N/A

IAT

0.40

5Y Dividends CAGR

Winner

DSU

10.20%

IAT

7.63%

5Y EPS CAGR

DSU

N/A

IAT

6.81%

Debt to Equity

DSU

N/A

IAT

54.03%

P/S Ratio

DSU

N/A

IAT

3.74

P/B Ratio

DSU

N/A

IAT

1.31

DSU vs IAT - Historical Returns

Returns include dividend reinvestment.

Period	DSU	IAT
1 month	-1.14%	+8.84%
3 months	+2.64%	+17.84%
6 months	+1.40%	+10.92%
1 year	+3.02%	+33.43%
5 years(CAGR)	+6.78%	+3.80%
10 years(CAGR)	+7.84%	+9.19%
Max(CAGR)	+6.58%	+3.58%

DSU

-1.14%

Winner

IAT

+8.84%

DSU

+2.64%

Winner

IAT

+17.84%

DSU

+1.40%

Winner

IAT

+10.92%

DSU

+3.02%

Winner

IAT

+33.43%

5Y(CAGR)

Winner

DSU

+6.78%

IAT

+3.80%

10Y(CAGR)

DSU

+7.84%

Winner

IAT

+9.19%

Max(CAGR)

Winner

DSU

+6.58%

IAT

+3.58%

DSU vs IAT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DSU	IAT
2026	-0.06%	+10.60%
2025	+5.03%	+13.83%
2024	+11.83%	+23.07%
2023	+29.30%	-8.57%
2022	-15.84%	-22.25%
2021	+20.28%	+39.74%
2020	+2.25%	-7.86%
2019	+21.10%	+29.03%
2018	-10.89%	-17.78%
2017	+10.10%	+10.25%
2016	+21.39%	+35.82%
2015	-1.18%	+2.41%
2014	+0.25%	+8.94%
2013	-0.31%	+33.18%
2012	+18.15%	+15.22%
2011	+10.38%	-13.91%
2010	+15.57%	+18.93%
2009	+49.57%	-11.04%
2008	-48.60%	-31.81%
2007	-15.32%	-25.73%
2006	+28.62%	+6.02%
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 IAT Drawdown Comparison

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

The maximum drawdown for IAT was -77.21%, occurring on Mar 6, 2009. Recovery took 2465 trading sessions.

The current DSU drawdown is -2.32%. The current IAT drawdown is -1.74%.

Rank	DSU	IAT
#1	-71.89% Feb 1, 2007 - Jul 3, 2012	-77.21% Feb 20, 2007 - Dec 1, 2016
#2	-45.38% Feb 19, 2020 - Jan 15, 2021	-55.53% Jan 14, 2022 - Feb 4, 2026
#3	-30.49% May 16, 2002 - Mar 31, 2003	-52.03% Mar 9, 2018 - Jan 12, 2021
#4	-24.22% Dec 28, 2021 - Nov 24, 2023	-17.49% Feb 6, 2026 - Mar 13, 2026
#5	-20.52% Aug 16, 2000 - Jan 18, 2001	-13.86% May 17, 2021 - Oct 5, 2021
#6	-19.43% Jan 31, 2001 - Jan 7, 2002	-13.59% Mar 1, 2017 - Nov 29, 2017
#7	-18.01% Jan 21, 2004 - Oct 5, 2004	-10.68% Oct 22, 2021 - Jan 6, 2022
#8	-16.34% May 8, 2013 - Jul 22, 2016	-9.71% Jan 14, 2021 - Feb 9, 2021
#9	-14.59% Feb 14, 2025 - May 29, 2025	-7.34% Feb 1, 2018 - Mar 7, 2018
#10	-14.04% Dec 28, 2004 - Jul 14, 2005	-7.19% Mar 12, 2021 - Apr 27, 2021
#11	-13.43% Aug 24, 2018 - Apr 12, 2019	-5.42% Feb 24, 2021 - Mar 8, 2021
#12	-12.41% Jul 11, 2003 - Oct 8, 2003	-5.30% May 8, 2006 - Sep 20, 2006
#13	-10.74% Oct 4, 2012 - Jan 11, 2013	-4.22% Jan 4, 2017 - Jan 25, 2017
#14	-10.58% Sep 12, 2005 - Jan 12, 2006	-3.93% May 7, 2021 - May 14, 2021
#15	-10.00% Nov 5, 1999 - Jul 27, 2000	-2.99% Dec 27, 2006 - Feb 7, 2007

Correlation

Correlation between DSU and IAT is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2000 - 2026)

DSU vs IAT dividend yield comparison.

Year	DSU	IAT
2026	5.09%	0.42%
2025	11.63%	2.94%
2024	11.01%	2.95%
2023	9.70%	3.56%
2022	7.56%	3.12%
2021	6.21%	1.88%
2020	7.96%	2.87%
2019	7.43%	2.49%
2018	8.41%	2.48%
2017	6.98%	1.55%
2016	6.60%	1.52%
2015	8.07%	1.78%
2014	7.96%	1.68%
2013	8.47%	1.56%
2012	7.77%	1.96%
2011	8.35%	1.95%
2010	9.08%	1.11%
2009	11.56%	2.03%
2008	24.45%	5.21%
2007	11.73%	3.41%
2006	8.86%	2.30%
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%