JSTC vs BGH

Comparison between ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF (JSTC, ETF) and Barings Global Short Duration High Yield Fund (BGH, ETF).

5-Year PerformanceBGH has outperformed JSTC, delivering a return of +6.6% compared to +6.3%

JSTC vs BGH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JSTC(ETF)	BGH(ETF)
Net Assets	$298M	$298M
Expense Ratio	0.89%	N/A
Max Drawdown	27.36%	63.84%
Sharpe Ratio	0.80	-0.51
5Y Beta	0.81	0.43
5Y Dividends CAGR	33.26%	5.93%

Net Assets

JSTC

$298M

Winner

BGH

$298M

Expense Ratio

JSTC

0.89%

BGH

N/A

Max Drawdown

Winner

JSTC

27.36%

BGH

63.84%

Sharpe Ratio

Winner

JSTC

0.80

BGH

-0.51

5Y Beta

JSTC

0.81

Winner

BGH

0.43

5Y Dividends CAGR

Winner

JSTC

33.26%

BGH

5.93%

JSTC vs BGH - Historical Returns

Returns include dividend reinvestment.

Period	JSTC	BGH
1 month	+2.14%	+1.80%
3 months	+3.56%	+3.07%
6 months	+10.66%	+4.42%
1 year	+14.42%	-3.18%
5 years(CAGR)	+6.29%	+6.64%
10 years(CAGR)	N/A	+7.36%
Max(CAGR)	+8.71%	+6.30%

Winner

JSTC

+2.14%

BGH

+1.80%

Winner

JSTC

+3.56%

BGH

+3.07%

Winner

JSTC

+10.66%

BGH

+4.42%

Winner

JSTC

+14.42%

BGH

-3.18%

5Y(CAGR)

JSTC

+6.29%

Winner

BGH

+6.64%

10Y(CAGR)

JSTC

N/A

BGH

+7.36%

Max(CAGR)

Winner

JSTC

+8.71%

BGH

+6.30%

JSTC vs BGH - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	JSTC	BGH
2026	+12.99%	+0.72%
2025	+12.45%	+7.41%
2024	+10.26%	+26.25%
2023	+14.90%	+17.36%
2022	-17.69%	-19.43%
2021	+20.35%	+25.25%
2020	+2.16%	-5.04%
2019	N/A	+19.70%
2018	N/A	-8.56%
2017	N/A	+10.60%
2016	N/A	+29.79%
2015	N/A	-8.72%
2014	N/A	-1.88%
2013	N/A	+5.32%
2012	N/A	-4.35%

JSTC vs BGH Drawdown Comparison

The maximum drawdown for JSTC was -26.82%, occurring on Oct 12, 2022. Recovery took 673 trading sessions.

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

The current JSTC drawdown is -1.42%. The current BGH drawdown is -6.81%.

Rank	JSTC	BGH
#1	-26.82% Nov 8, 2021 - Jul 16, 2024	-48.74% Feb 20, 2020 - Apr 13, 2021
#2	-16.71% Dec 4, 2024 - May 20, 2025	-26.63% Jan 6, 2022 - Feb 29, 2024
#3	-9.93% Feb 26, 2026 - Apr 17, 2026	-25.45% Jun 18, 2014 - Aug 18, 2016
#4	-6.01% Oct 27, 2025 - Dec 24, 2025	-20.85% Sep 4, 2018 - May 1, 2019
#5	-5.28% Sep 3, 2021 - Oct 20, 2021	-16.88% Sep 17, 2025 - Mar 30, 2026
#6	-5.02% Jul 16, 2024 - Aug 19, 2024	-15.51% Feb 21, 2025 - Jul 1, 2025
#7	-4.54% Feb 16, 2021 - Mar 11, 2021	-11.53% May 7, 2013 - Jan 6, 2014
#8	-4.52% Jan 20, 2021 - Feb 8, 2021	-9.18% May 3, 2019 - Jan 8, 2020
#9	-4.18% May 7, 2021 - May 26, 2021	-7.94% Oct 20, 2017 - Aug 7, 2018
#10	-3.71% Jul 12, 2021 - Jul 29, 2021	-6.58% Oct 26, 2016 - Nov 28, 2016
#11	-3.52% Oct 18, 2024 - Nov 7, 2024	-5.75% Nov 8, 2024 - Dec 2, 2024
#12	-3.32% Aug 30, 2024 - Sep 16, 2024	-5.54% Dec 6, 2024 - Feb 18, 2025
#13	-3.29% Jul 23, 2025 - Aug 13, 2025	-5.00% Nov 16, 2021 - Dec 31, 2021
#14	-3.23% May 8, 2026 - May 22, 2026	-4.51% Jul 13, 2021 - Aug 31, 2021
#15	-3.12% Jun 4, 2026 - Jun 15, 2026	-4.50% Dec 7, 2012 - Jan 18, 2013

Correlation

Correlation between JSTC and BGH is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2012 - 2026)

JSTC vs BGH dividend yield comparison.

Year	JSTC	BGH
2026	0.44%	6.91%
2025	1.34%	11.38%
2024	1.11%	9.72%
2023	1.03%	10.66%
2022	0.83%	9.99%
2021	0.96%	7.31%
2020	0.00%	9.10%
2019	0.00%	10.14%
2018	0.00%	12.11%
2017	0.00%	9.50%
2016	0.00%	9.61%
2015	0.00%	13.31%
2014	0.00%	14.41%
2013	0.00%	10.05%
2012	0.00%	0.71%