EAGG vs SRLN

Comparison between ISHARES ESG AWARE U.S. AGGREGATE BOND ETF (EAGG, ETF) and SPDR BLACKSTONE SENIOR LOAN ETF (SRLN, ETF).

5-Year PerformanceSRLN has outperformed EAGG, delivering a return of +4.8% compared to +0.1%

EAGG vs SRLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EAGG(ETF)	SRLN(ETF)
Net Assets	$4.70B	$4.70B
Expense Ratio	0.10%	0.70%
Max Drawdown	22.96%	28.37%
Sharpe Ratio	0.35	1.16
5Y Beta	0.04	0.15
5Y Dividends CAGR	18.21%	8.86%

Net Assets

EAGG

$4.70B

SRLN

$4.70B

Expense Ratio

Winner

EAGG

0.10%

SRLN

0.70%

Max Drawdown

Winner

EAGG

22.96%

SRLN

28.37%

Sharpe Ratio

EAGG

0.35

Winner

SRLN

1.16

5Y Beta

Winner

EAGG

0.04

SRLN

0.15

5Y Dividends CAGR

Winner

EAGG

18.21%

SRLN

8.86%

EAGG vs SRLN - Historical Returns

Returns include dividend reinvestment.

Period	EAGG	SRLN
1 month	+0.10%	+1.30%
3 months	+0.04%	+1.43%
6 months	+0.91%	+1.93%
1 year	+5.59%	+7.05%
5 years(CAGR)	+0.12%	+4.79%
10 years(CAGR)	N/A	+4.59%
Max(CAGR)	+2.13%	+3.81%

EAGG

+0.10%

Winner

SRLN

+1.30%

EAGG

+0.04%

Winner

SRLN

+1.43%

EAGG

+0.91%

Winner

SRLN

+1.93%

EAGG

+5.59%

Winner

SRLN

+7.05%

5Y(CAGR)

EAGG

+0.12%

Winner

SRLN

+4.79%

10Y(CAGR)

EAGG

N/A

SRLN

+4.59%

Max(CAGR)

EAGG

+2.13%

Winner

SRLN

+3.81%

EAGG vs SRLN - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	EAGG	SRLN
2026	+0.64%	+0.59%
2025	+7.09%	+6.72%
2024	+1.63%	+8.43%
2023	+4.92%	+10.96%
2022	-12.52%	-5.37%
2021	-1.26%	+4.66%
2020	+7.20%	+2.94%
2019	+8.51%	+9.95%
2018	+2.35%	-0.82%
2017	N/A	+3.37%
2016	N/A	+7.14%
2015	N/A	-1.15%
2014	N/A	+1.01%
2013	N/A	+1.80%

EAGG vs SRLN Drawdown Comparison

The maximum drawdown for EAGG was -18.75%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for SRLN was -22.29%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.

The current EAGG drawdown is -2.47%.

Rank	EAGG	SRLN
#1	-18.75% Aug 4, 2020 - Oct 20, 2022	-22.29% Feb 19, 2020 - Nov 9, 2020
#2	-6.98% Mar 9, 2020 - Apr 23, 2020	-7.93% Jan 14, 2022 - Jul 12, 2023
#3	-2.12% Sep 4, 2019 - Jan 21, 2020	-5.58% Jul 16, 2015 - Aug 10, 2016
#4	-0.95% Apr 23, 2020 - May 20, 2020	-4.61% Oct 16, 2018 - Feb 25, 2019
#5	-0.80% Jul 3, 2019 - Aug 1, 2019	-4.26% Feb 18, 2025 - May 12, 2025
#6	-0.71% Mar 27, 2019 - May 7, 2019	-3.26% Jan 9, 2026 - May 1, 2026
#7	-0.61% Jan 3, 2019 - Jan 30, 2019	-2.71% Nov 28, 2014 - Feb 12, 2015
#8	-0.59% Feb 26, 2019 - Mar 7, 2019	-1.87% Sep 5, 2014 - Nov 25, 2014
#9	-0.55% Jan 31, 2020 - Feb 18, 2020	-1.36% Jul 22, 2024 - Aug 16, 2024
#10	-0.53% Jun 2, 2020 - Jun 10, 2020	-1.31% Nov 11, 2021 - Dec 23, 2021
#11	-0.48% Oct 29, 2018 - Nov 19, 2018	-1.21% Aug 1, 2019 - Sep 10, 2019
#12	-0.44% Aug 15, 2019 - Aug 23, 2019	-1.19% May 9, 2013 - Jul 23, 2013
#13	-0.41% Jan 31, 2019 - Feb 8, 2019	-1.16% May 3, 2019 - Jul 17, 2019
#14	-0.29% Feb 8, 2019 - Feb 19, 2019	-1.14% Feb 27, 2019 - Apr 5, 2019
#15	-0.29% May 15, 2019 - May 23, 2019	-1.10% Sep 20, 2019 - Nov 15, 2019

Correlation

Correlation between EAGG and SRLN is 0.19 which considered as a very weak or no correlation - the stocks move independently of each other.

0.19

-101

Dividend Comparison (2013 - 2026)

EAGG vs SRLN dividend yield comparison.

Year	EAGG	SRLN
2026	1.32%	2.33%
2025	3.91%	7.67%
2024	3.93%	8.58%
2023	3.24%	8.44%
2022	2.07%	5.72%
2021	1.09%	4.45%
2020	1.82%	4.91%
2019	3.17%	5.39%
2018	0.61%	4.98%
2017	0.00%	4.01%
2016	0.00%	3.94%
2015	0.00%	4.43%
2014	0.00%	3.66%
2013	0.00%	1.91%