SRLN vs BKLC

Comparison between STATE STREET(R) BLACKSTONE SENIOR LOAN ETF (SRLN, ETF) and BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC, ETF).

5-Year PerformanceBKLC has outperformed SRLN, delivering a return of +13.9% compared to +4.6%

SRLN vs BKLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SRLN(ETF)	BKLC(ETF)
Net Assets	$5.30B	$5.40B
Expense Ratio	0.70%	N/A
Max Drawdown	28.37%	27.20%
Sharpe Ratio	0.63	1.63
5Y Beta	0.15	0.98
P/E Ratio	N/A	29.90
Forward P/E	N/A	21.71
5Y Dividends CAGR	7.09%	17.31%
5Y EPS CAGR	N/A	29.16%
Debt to Equity	N/A	45.80%
P/S Ratio	N/A	3.83
P/B Ratio	N/A	5.81

Net Assets

SRLN

$5.30B

Winner

BKLC

$5.40B

Expense Ratio

SRLN

0.70%

BKLC

N/A

Max Drawdown

SRLN

28.37%

Winner

BKLC

27.20%

Sharpe Ratio

SRLN

0.63

Winner

BKLC

1.63

5Y Beta

Winner

SRLN

0.15

BKLC

0.98

P/E Ratio

SRLN

N/A

BKLC

29.90

Forward P/E

SRLN

N/A

BKLC

21.71

5Y Dividends CAGR

SRLN

7.09%

Winner

BKLC

17.31%

5Y EPS CAGR

SRLN

N/A

BKLC

29.16%

Debt to Equity

SRLN

N/A

BKLC

45.80%

P/S Ratio

SRLN

N/A

BKLC

3.83

P/B Ratio

SRLN

N/A

BKLC

5.81

SRLN vs BKLC - Historical Returns

Returns include dividend reinvestment.

Period	SRLN	BKLC
1 month	-0.02%	+0.47%
3 months	+2.55%	+9.60%
6 months	+1.06%	+8.75%
1 year	+5.33%	+24.79%
5 years(CAGR)	+4.55%	+13.88%
10 years(CAGR)	+4.51%	N/A
Max(CAGR)	+3.78%	+19.09%

SRLN

-0.02%

Winner

BKLC

+0.47%

SRLN

+2.55%

Winner

BKLC

+9.60%

SRLN

+1.06%

Winner

BKLC

+8.75%

SRLN

+5.33%

Winner

BKLC

+24.79%

5Y(CAGR)

SRLN

+4.55%

Winner

BKLC

+13.88%

10Y(CAGR)

SRLN

+4.51%

BKLC

N/A

Max(CAGR)

SRLN

+3.78%

Winner

BKLC

+19.09%

SRLN vs BKLC - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	SRLN	BKLC
2026	+0.57%	+8.53%
2025	+6.72%	+18.27%
2024	+8.43%	+26.40%
2023	+10.96%	+31.33%
2022	-5.37%	-21.04%
2021	+4.66%	+29.05%
2020	+2.94%	+37.37%
2019	+9.95%	N/A
2018	-0.82%	N/A
2017	+3.37%	N/A
2016	+7.14%	N/A
2015	-1.15%	N/A
2014	+1.01%	N/A
2013	+1.80%	N/A

SRLN vs BKLC Drawdown Comparison

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

The maximum drawdown for BKLC was -26.15%, occurring on Oct 12, 2022. Recovery took 493 trading sessions.

The current SRLN drawdown is -0.15%. The current BKLC drawdown is -2.69%.

Rank	SRLN	BKLC
#1	-22.29% Feb 19, 2020 - Nov 9, 2020	-26.15% Dec 27, 2021 - Dec 12, 2023
#2	-7.93% Jan 14, 2022 - Jul 12, 2023	-19.05% Feb 19, 2025 - Jun 26, 2025
#3	-5.58% Jul 16, 2015 - Aug 10, 2016	-10.03% Sep 2, 2020 - Nov 24, 2020
#4	-4.61% Oct 16, 2018 - Feb 25, 2019	-9.10% Jan 28, 2026 - Apr 15, 2026
#5	-4.26% Feb 18, 2025 - May 12, 2025	-8.42% Jul 16, 2024 - Sep 19, 2024
#6	-3.26% Jan 9, 2026 - May 1, 2026	-6.15% Jun 8, 2020 - Jul 10, 2020
#7	-2.71% Nov 28, 2014 - Feb 12, 2015	-5.59% Sep 3, 2021 - Oct 21, 2021
#8	-1.87% Sep 5, 2014 - Nov 25, 2014	-5.38% Mar 27, 2024 - May 14, 2024
#9	-1.36% Jul 22, 2024 - Aug 16, 2024	-5.32% Feb 16, 2021 - Mar 31, 2021
#10	-1.31% Nov 11, 2021 - Dec 23, 2021	-5.31% Oct 29, 2025 - Dec 11, 2025
#11	-1.21% Aug 1, 2019 - Sep 10, 2019	-4.56% Apr 17, 2020 - Apr 27, 2020
#12	-1.19% May 9, 2013 - Jul 23, 2013	-4.37% Dec 6, 2024 - Jan 22, 2025
#13	-1.16% May 3, 2019 - Jul 17, 2019	-4.12% Nov 18, 2021 - Dec 23, 2021
#14	-1.14% Feb 27, 2019 - Apr 5, 2019	-4.08% May 7, 2021 - Jun 10, 2021
#15	-1.10% Sep 20, 2019 - Nov 15, 2019	-3.64% May 11, 2020 - May 18, 2020

Correlation

Correlation between SRLN and BKLC is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2013 - 2026)

SRLN vs BKLC dividend yield comparison.

Year	SRLN	BKLC
2026	2.93%	0.29%
2025	7.67%	1.05%
2024	8.58%	1.22%
2023	8.44%	1.35%
2022	5.72%	1.64%
2021	4.45%	1.10%
2020	4.91%	0.84%
2019	5.39%	0.00%
2018	4.98%	0.00%
2017	4.01%	0.00%
2016	3.94%	0.00%
2015	4.43%	0.00%
2014	3.66%	0.00%
2013	1.91%	0.00%