STOX vs BGX

Comparison between HORIZON CORE EQUITY ETF (STOX, ETF) and Blackstone Long-Short Credit Income Fund (BGX, ETF).

STOX vs BGX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STOX(ETF)	BGX(ETF)
Net Assets	$156M	$155M
Expense Ratio	0.70%	N/A
Max Drawdown	9.33%	58.00%
Sharpe Ratio	1.26	-1.31
5Y Beta	0.99	0.38
P/E Ratio	27.23	N/A
Forward P/E	20.34	N/A
PEG Ratio	0.35	N/A
5Y Dividends CAGR	N/A	0.61%
5Y EPS CAGR	25.54%	N/A
Debt to Equity	5.19%	N/A
P/S Ratio	3.67	N/A
P/B Ratio	5.83	N/A

Net Assets

Winner

STOX

$156M

BGX

$155M

Expense Ratio

STOX

0.70%

BGX

N/A

Max Drawdown

Winner

STOX

9.33%

BGX

58.00%

Sharpe Ratio

Winner

STOX

1.26

BGX

-1.31

5Y Beta

STOX

0.99

Winner

BGX

0.38

P/E Ratio

STOX

27.23

BGX

N/A

Forward P/E

STOX

20.34

BGX

N/A

PEG Ratio

STOX

0.35

BGX

N/A

5Y Dividends CAGR

STOX

N/A

BGX

0.61%

5Y EPS CAGR

STOX

25.54%

BGX

N/A

Debt to Equity

STOX

5.19%

BGX

N/A

P/S Ratio

STOX

3.67

BGX

N/A

P/B Ratio

STOX

5.83

BGX

N/A

STOX vs BGX - Historical Returns

Returns include dividend reinvestment.

Period	STOX	BGX
1 month	+0.96%	+0.02%
3 months	+6.78%	+0.21%
6 months	+9.44%	-4.04%
1 year	+20.75%	-6.30%
5 years(CAGR)	N/A	+3.20%
10 years(CAGR)	N/A	+5.92%
Max(CAGR)	+22.00%	+4.46%

Winner

STOX

+0.96%

BGX

+0.02%

Winner

STOX

+6.78%

BGX

+0.21%

Winner

STOX

+9.44%

BGX

-4.04%

Winner

STOX

+20.75%

BGX

-6.30%

5Y(CAGR)

STOX

N/A

BGX

+3.20%

10Y(CAGR)

STOX

N/A

BGX

+5.92%

Max(CAGR)

Winner

STOX

+22.00%

BGX

+4.46%

STOX vs BGX - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	STOX	BGX
2026	+9.84%	-3.38%
2025	+12.56%	+0.63%
2024	N/A	+19.16%
2023	N/A	+17.83%
2022	N/A	-20.46%
2021	N/A	+17.54%
2020	N/A	-5.72%
2019	N/A	+22.67%
2018	N/A	-4.44%
2017	N/A	+7.68%
2016	N/A	+30.00%
2015	N/A	-6.69%
2014	N/A	-6.32%
2013	N/A	+1.40%
2012	N/A	+16.66%
2011	N/A	-9.62%

STOX vs BGX Drawdown Comparison

The maximum drawdown for STOX was -9.33%, occurring on Mar 30, 2026. Recovery took 50 trading sessions.

The maximum drawdown for BGX was -47.40%, occurring on Mar 18, 2020. Recovery took 331 trading sessions.

The current STOX drawdown is -0.78%. The current BGX drawdown is -7.63%.

Rank	STOX	BGX
#1	-9.33% Feb 2, 2026 - Apr 15, 2026	-47.40% Feb 20, 2020 - Jun 14, 2021
#2	-5.03% Oct 29, 2025 - Dec 10, 2025	-25.94% Nov 16, 2021 - Mar 21, 2024
#3	-3.95% Jun 2, 2026 - Jul 10, 2026	-24.82% Apr 17, 2013 - Sep 30, 2016
#4	-3.06% Dec 11, 2025 - Dec 23, 2025	-16.56% Aug 28, 2018 - Apr 10, 2019
#5	-2.71% Oct 8, 2025 - Oct 20, 2025	-16.23% May 18, 2011 - Aug 2, 2012
#6	-2.63% Jan 12, 2026 - Jan 27, 2026	-14.10% Dec 13, 2024 - Jul 14, 2025
#7	-1.93% Jul 30, 2025 - Aug 6, 2025	-12.43% Sep 5, 2025 - Mar 6, 2026
#8	-1.85% May 14, 2026 - May 26, 2026	-8.29% Oct 22, 2012 - Feb 1, 2013
#9	-1.71% Jul 10, 2026 - Jul 20, 2026	-7.51% Sep 11, 2019 - Jan 10, 2020
#10	-1.52% Aug 14, 2025 - Aug 28, 2025	-6.25% Jul 7, 2021 - Sep 29, 2021
#11	-1.35% Aug 28, 2025 - Sep 4, 2025	-4.68% May 6, 2019 - Jun 12, 2019
#12	-1.30% Sep 22, 2025 - Oct 1, 2025	-4.57% Oct 23, 2017 - Jan 26, 2018
#13	-1.18% Jun 30, 2025 - Jul 17, 2025	-4.12% Oct 26, 2016 - Nov 25, 2016
#14	-1.15% Apr 17, 2026 - Apr 22, 2026	-3.99% Jul 24, 2019 - Aug 20, 2019
#15	-1.11% Dec 24, 2025 - Jan 6, 2026	-3.91% Aug 1, 2024 - Aug 15, 2024

Correlation

Correlation between STOX and BGX is -0.65 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.65

-101

Dividend Comparison (2011 - 2026)

STOX vs BGX dividend yield comparison.

Year	STOX	BGX
2026	0.00%	3.55%
2025	0.19%	8.87%
2024	0.00%	9.89%
2023	0.00%	11.71%
2022	0.00%	8.15%
2021	0.00%	7.01%
2020	0.00%	8.76%
2019	0.00%	9.35%
2018	0.00%	11.74%
2017	0.00%	7.12%
2016	0.00%	9.01%
2015	0.00%	8.72%
2014	0.00%	7.70%
2013	0.00%	7.53%
2012	0.00%	6.91%
2011	0.00%	6.33%