PCI vs BGB

Comparison between PGIM Corporate Bond 5-10 Year ETF (PCI, ETF) and Blackstone Strategic Credit 2027 Term Fund (BGB, ETF).

5-Year PerformancePCI has outperformed BGB, delivering a return of +19.1% compared to +4.4%

PCI vs BGB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PCI(ETF)	BGB(ETF)
Net Assets	$526M	$525M
Expense Ratio	0.25%	N/A
Max Drawdown	44.97%	59.06%
Sharpe Ratio	-0.10	-0.76
5Y Beta	0.16	0.36
5Y Dividends CAGR	5.22%	0.57%

Net Assets

Winner

PCI

$526M

BGB

$525M

Expense Ratio

PCI

0.25%

BGB

N/A

Max Drawdown

Winner

PCI

44.97%

BGB

59.06%

Sharpe Ratio

Winner

PCI

-0.10

BGB

-0.76

5Y Beta

Winner

PCI

0.16

BGB

0.36

5Y Dividends CAGR

Winner

PCI

5.22%

BGB

0.57%

PCI vs BGB - Historical Returns

Returns include dividend reinvestment.

Period	PCI	BGB
1 month	+0.42%	+0.50%
3 months	-0.07%	+0.60%
6 months	-1.32%	+1.83%
1 year	+2.87%	-2.75%
5 years(CAGR)	+19.06%	+4.38%
10 years(CAGR)	+16.33%	+6.00%
Max(CAGR)	+13.03%	+4.29%

PCI

+0.42%

Winner

BGB

+0.50%

PCI

-0.07%

Winner

BGB

+0.60%

PCI

-1.32%

Winner

BGB

+1.83%

Winner

PCI

+2.87%

BGB

-2.75%

5Y(CAGR)

Winner

PCI

+19.06%

BGB

+4.38%

10Y(CAGR)

Winner

PCI

+16.33%

BGB

+6.00%

Max(CAGR)

Winner

PCI

+13.03%

BGB

+4.29%

PCI vs BGB - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	PCI	BGB
2026	+0.20%	-0.44%
2025	+2.96%	+4.61%
2024	N/A	+18.76%
2023	N/A	+18.13%
2022	N/A	-16.76%
2021	+5.64%	+15.96%
2020	-6.35%	-4.21%
2019	+31.32%	+15.36%
2018	+3.49%	-5.12%
2017	+20.65%	+10.17%
2016	+28.21%	+25.60%
2015	-2.61%	-10.49%
2014	+2.42%	-0.52%
2013	-2.12%	+1.47%
2012	N/A	-6.10%

PCI vs BGB Drawdown Comparison

The maximum drawdown for PCI was -43.54%, occurring on Mar 23, 2020. Recovery took 284 trading sessions.

The maximum drawdown for BGB was -44.87%, occurring on Mar 18, 2020. Recovery took 299 trading sessions.

The current PCI drawdown is -1.49%. The current BGB drawdown is -3.83%.

Rank	PCI	BGB
#1	-43.54% Feb 20, 2020 - Apr 7, 2021	-44.87% Feb 20, 2020 - Apr 28, 2021
#2	-16.18% Feb 6, 2013 - Apr 28, 2014	-24.89% May 10, 2013 - Dec 6, 2016
#3	-15.78% Oct 2, 2018 - Mar 1, 2019	-21.24% Oct 22, 2021 - Jan 25, 2024
#4	-15.20% Jun 12, 2014 - Jun 7, 2016	-16.36% Oct 1, 2018 - Jul 1, 2019
#5	-7.44% Aug 9, 2021 - Aug 1, 2025	-12.77% Feb 11, 2025 - Jul 1, 2025
#6	-5.75% Oct 10, 2016 - Dec 7, 2016	-9.06% Aug 29, 2025 - Mar 27, 2026
#7	-5.42% Oct 12, 2017 - Mar 6, 2018	-7.90% Sep 20, 2019 - Jan 10, 2020
#8	-5.10% Aug 7, 2017 - Sep 20, 2017	-7.63% Oct 9, 2012 - Mar 1, 2013
#9	-4.97% May 5, 2021 - Aug 5, 2021	-4.92% Jul 30, 2019 - Sep 18, 2019
#10	-4.36% Aug 2, 2019 - Sep 12, 2019	-3.86% Jul 10, 2024 - Aug 16, 2024
#11	-4.22% Sep 8, 2016 - Sep 28, 2016	-3.24% Dec 9, 2024 - Jan 31, 2025
#12	-3.34% Jun 20, 2019 - Jul 22, 2019	-3.14% May 12, 2017 - Jul 25, 2017
#13	-3.17% Apr 16, 2021 - May 5, 2021	-2.89% Oct 13, 2017 - Dec 7, 2017
#14	-3.04% Feb 27, 2026 - Mar 27, 2026	-2.79% Jul 6, 2021 - Aug 5, 2021
#15	-2.93% Nov 6, 2019 - Nov 29, 2019	-2.67% Mar 1, 2017 - Apr 11, 2017

Correlation

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

0.94

-101

Dividend Comparison (2012 - 2026)

PCI vs BGB dividend yield comparison.

Year	PCI	BGB
2026	3.23%	4.85%
2025	2.18%	8.58%
2024	0.00%	9.26%
2023	0.00%	10.69%
2022	0.00%	7.35%
2021	10.20%	6.63%
2020	9.85%	8.77%
2019	9.84%	9.30%
2018	11.02%	11.18%
2017	8.78%	7.35%
2016	12.85%	8.76%
2015	11.85%	9.42%
2014	11.98%	7.79%
2013	8.57%	7.89%
2012	0.00%	1.26%