SEIS vs BGB

Comparison between SEI SELECT SMALL CAP ETF (SEIS, ETF) and Blackstone Strategic Credit 2027 Term Fund (BGB, ETF).

SEIS vs BGB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SEIS(ETF)	BGB(ETF)
Net Assets	$530M	$530M
Expense Ratio	0.55%	N/A
Max Drawdown	26.43%	59.06%
Sharpe Ratio	1.28	-0.18
5Y Beta	1.11	0.37
P/E Ratio	32.91	N/A
Forward P/E	14.38	N/A
5Y Dividends CAGR	N/A	1.75%
5Y EPS CAGR	12.13%	N/A
Debt to Equity	55.77%	N/A
P/S Ratio	1.28	N/A
P/B Ratio	2.42	N/A

Net Assets

Winner

SEIS

$530M

BGB

$530M

Expense Ratio

SEIS

0.55%

BGB

N/A

Max Drawdown

Winner

SEIS

26.43%

BGB

59.06%

Sharpe Ratio

Winner

SEIS

1.28

BGB

-0.18

5Y Beta

SEIS

1.11

Winner

BGB

0.37

P/E Ratio

SEIS

32.91

BGB

N/A

Forward P/E

SEIS

14.38

BGB

N/A

5Y Dividends CAGR

SEIS

N/A

BGB

1.75%

5Y EPS CAGR

SEIS

12.13%

BGB

N/A

Debt to Equity

SEIS

55.77%

BGB

N/A

P/S Ratio

SEIS

1.28

BGB

N/A

P/B Ratio

SEIS

2.42

BGB

N/A

SEIS vs BGB - Historical Returns

Returns include dividend reinvestment.

Period	SEIS	BGB
1 month	+3.58%	-0.89%
3 months	+19.15%	+3.49%
6 months	+13.97%	-0.87%
1 year	+30.66%	+1.61%
5 years(CAGR)	N/A	+4.84%
10 years(CAGR)	N/A	+6.25%
Max(CAGR)	+16.76%	+4.26%

Winner

SEIS

+3.58%

BGB

-0.89%

Winner

SEIS

+19.15%

BGB

+3.49%

Winner

SEIS

+13.97%

BGB

-0.87%

Winner

SEIS

+30.66%

BGB

+1.61%

5Y(CAGR)

SEIS

N/A

BGB

+4.84%

10Y(CAGR)

SEIS

N/A

BGB

+6.25%

Max(CAGR)

Winner

SEIS

+16.76%

BGB

+4.26%

SEIS vs BGB - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SEIS	BGB
2026	+15.67%	-1.65%
2025	+9.76%	+4.61%
2024	+1.15%	+18.76%
2023	N/A	+18.13%
2022	N/A	-16.76%
2021	N/A	+15.96%
2020	N/A	-4.21%
2019	N/A	+15.36%
2018	N/A	-5.12%
2017	N/A	+10.17%
2016	N/A	+25.60%
2015	N/A	-10.49%
2014	N/A	-0.52%
2013	N/A	+1.47%
2012	N/A	-6.10%

SEIS vs BGB Drawdown Comparison

The maximum drawdown for SEIS was -26.06%, occurring on Apr 8, 2025. Recovery took 197 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	SEIS	BGB
#1	-26.06% Nov 25, 2024 - Sep 11, 2025	-44.87% Feb 20, 2020 - Apr 28, 2021
#2	-11.18% Jan 22, 2026 - Apr 17, 2026	-24.89% May 10, 2013 - Dec 6, 2016
#3	-9.45% Sep 18, 2025 - Dec 10, 2025	-21.24% Oct 22, 2021 - Jan 25, 2024
#4	-5.34% May 6, 2026 - Jun 4, 2026	-16.36% Oct 1, 2018 - Jul 1, 2019
#5	-4.78% Nov 11, 2024 - Nov 25, 2024	-12.77% Feb 11, 2025 - Jul 1, 2025
#6	-3.70% Oct 17, 2024 - Nov 6, 2024	-9.06% Aug 29, 2025 - Mar 27, 2026
#7	-3.64% Dec 11, 2025 - Jan 8, 2026	-7.90% Sep 20, 2019 - Jan 10, 2020
#8	-2.89% Jun 4, 2026 - Jun 11, 2026	-7.63% Oct 9, 2012 - Mar 1, 2013
#9	-1.59% Sep 11, 2025 - Sep 18, 2025	-4.92% Jul 30, 2019 - Sep 18, 2019
#10	-1.44% Apr 24, 2026 - Apr 30, 2026	-3.86% Jul 10, 2024 - Aug 16, 2024
#11	-1.21% Jan 15, 2026 - Jan 21, 2026	-3.24% Dec 9, 2024 - Jan 31, 2025
#12	-0.90% May 1, 2026 - May 5, 2026	-3.14% May 12, 2017 - Jul 25, 2017
#13	-0.82% Apr 20, 2026 - Apr 24, 2026	-2.89% Oct 13, 2017 - Dec 7, 2017
#14	-0.70% Nov 6, 2024 - Nov 8, 2024	-2.79% Jul 6, 2021 - Aug 5, 2021
#15	N/A	-2.67% Mar 1, 2017 - Apr 11, 2017

Correlation

Correlation between SEIS and BGB is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43

-101

Dividend Comparison (2012 - 2026)

SEIS vs BGB dividend yield comparison.

Year	SEIS	BGB
2026	0.04%	2.79%
2025	0.59%	8.58%
2024	0.23%	9.26%
2023	0.00%	10.69%
2022	0.00%	7.35%
2021	0.00%	6.63%
2020	0.00%	8.77%
2019	0.00%	9.30%
2018	0.00%	11.18%
2017	0.00%	7.35%
2016	0.00%	8.76%
2015	0.00%	9.42%
2014	0.00%	7.79%
2013	0.00%	7.89%
2012	0.00%	1.26%