QVAL vs BGB
Comparison between ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF (QVAL, ETF) and Blackstone Strategic Credit 2027 Term Fund (BGB, ETF).
5-Year PerformanceQVAL has outperformed BGB, delivering a return of +12.7% compared to +4.8%
QVAL vs BGB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
QVAL vs BGB - Historical Returns
Returns include dividend reinvestment.
QVAL vs BGB - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | QVAL | BGB |
|---|---|---|
| 2026 | +15.91% | -1.65% |
| 2025 | +11.27% | +4.61% |
| 2024 | +12.04% | +18.76% |
| 2023 | +31.82% | +18.13% |
| 2022 | -11.30% | -16.76% |
| 2021 | +34.69% | +15.96% |
| 2020 | -6.12% | -4.21% |
| 2019 | +22.17% | +15.36% |
| 2018 | -18.51% | -5.12% |
| 2017 | +24.51% | +10.17% |
| 2016 | +13.13% | +25.60% |
| 2015 | N/A | -10.49% |
| 2014 | N/A | -0.52% |
| 2013 | N/A | +1.47% |
| 2012 | N/A | -6.10% |
QVAL vs BGB Drawdown Comparison
The maximum drawdown for QVAL was -51.47%, occurring on Mar 23, 2020. Recovery took 786 trading sessions.
The maximum drawdown for BGB was -44.87%, occurring on Mar 18, 2020. Recovery took 299 trading sessions.
The current BGB drawdown is -5.00%.
| Rank | QVAL | BGB |
|---|---|---|
| #1 | -51.47% Jan 26, 2018 - Mar 12, 2021 | -44.87% Feb 20, 2020 - Apr 28, 2021 |
| #2 | -27.14% Nov 16, 2021 - Sep 1, 2023 | -24.89% May 10, 2013 - Dec 6, 2016 |
| #3 | -21.41% Dec 2, 2024 - Oct 1, 2025 | -21.24% Oct 22, 2021 - Jan 25, 2024 |
| #4 | -13.23% Mar 21, 2016 - Aug 15, 2016 | -16.36% Oct 1, 2018 - Jul 1, 2019 |
| #5 | -12.04% Jan 4, 2016 - Mar 2, 2016 | -12.77% Feb 11, 2025 - Jul 1, 2025 |
| #6 | -8.14% Sep 14, 2023 - Dec 1, 2023 | -9.06% Aug 29, 2025 - Mar 27, 2026 |
| #7 | -7.57% May 7, 2021 - Aug 11, 2021 | -7.90% Sep 20, 2019 - Jan 10, 2020 |
| #8 | -7.52% Jul 31, 2024 - Sep 19, 2024 | -7.63% Oct 9, 2012 - Mar 1, 2013 |
| #9 | -7.21% Aug 23, 2016 - Nov 11, 2016 | -4.92% Jul 30, 2019 - Sep 18, 2019 |
| #10 | -6.04% Feb 11, 2026 - Apr 9, 2026 | -3.86% Jul 10, 2024 - Aug 16, 2024 |
| #11 | -5.99% Sep 2, 2021 - Oct 22, 2021 | -3.24% Dec 9, 2024 - Jan 31, 2025 |
| #12 | -5.73% May 31, 2024 - Jul 16, 2024 | -3.14% May 12, 2017 - Jul 25, 2017 |
| #13 | -5.50% Mar 28, 2024 - May 31, 2024 | -2.89% Oct 13, 2017 - Dec 7, 2017 |
| #14 | -5.06% Oct 3, 2025 - Nov 12, 2025 | -2.79% Jul 6, 2021 - Aug 5, 2021 |
| #15 | -5.00% Apr 27, 2017 - Aug 7, 2017 | -2.67% Mar 1, 2017 - Apr 11, 2017 |
Correlation
Correlation between QVAL and BGB is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2012 - 2026)
QVAL vs BGB dividend yield comparison.
| Year | QVAL | BGB |
|---|---|---|
| 2026 | 0.37% | 2.79% |
| 2025 | 1.44% | 8.58% |
| 2024 | 1.72% | 9.26% |
| 2023 | 1.76% | 10.69% |
| 2022 | 2.00% | 7.35% |
| 2021 | 1.23% | 6.63% |
| 2020 | 1.86% | 8.77% |
| 2019 | 1.99% | 9.30% |
| 2018 | 1.64% | 11.18% |
| 2017 | 1.08% | 7.35% |
| 2016 | 1.30% | 8.76% |
| 2015 | 0.00% | 9.42% |
| 2014 | 0.00% | 7.79% |
| 2013 | 0.00% | 7.89% |
| 2012 | 0.00% | 1.26% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks