STPZ vs BGB

Comparison between PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (STPZ, ETF) and Blackstone Strategic Credit 2027 Term Fund (BGB, ETF).

5-Year PerformanceBGB has outperformed STPZ, delivering a return of +4.9% compared to +2.7%

STPZ vs BGB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STPZ(ETF)	BGB(ETF)
Net Assets	$527M	$525M
Expense Ratio	0.20%	N/A
Max Drawdown	11.29%	59.06%
Sharpe Ratio	-0.45	-0.62
5Y Beta	-0.01	0.36
5Y Dividends CAGR	10.09%	1.97%

Net Assets

Winner

STPZ

$527M

BGB

$525M

Expense Ratio

STPZ

0.20%

BGB

N/A

Max Drawdown

Winner

STPZ

11.29%

BGB

59.06%

Sharpe Ratio

Winner

STPZ

-0.45

BGB

-0.62

5Y Beta

Winner

STPZ

-0.01

BGB

0.36

5Y Dividends CAGR

Winner

STPZ

10.09%

BGB

1.97%

STPZ vs BGB - Historical Returns

Returns include dividend reinvestment.

Period	STPZ	BGB
1 month	+0.49%	+0.76%
3 months	+0.13%	+2.54%
6 months	+1.43%	-1.54%
1 year	+2.79%	-1.19%
5 years(CAGR)	+2.74%	+4.93%
10 years(CAGR)	+2.80%	+6.20%
Max(CAGR)	+2.41%	+4.33%

STPZ

+0.49%

Winner

BGB

+0.76%

STPZ

+0.13%

Winner

BGB

+2.54%

Winner

STPZ

+1.43%

BGB

-1.54%

Winner

STPZ

+2.79%

BGB

-1.19%

5Y(CAGR)

STPZ

+2.74%

Winner

BGB

+4.93%

10Y(CAGR)

STPZ

+2.80%

Winner

BGB

+6.20%

Max(CAGR)

STPZ

+2.41%

Winner

BGB

+4.33%

STPZ vs BGB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	STPZ	BGB
2026	+1.54%	-0.29%
2025	+6.31%	+4.61%
2024	+4.32%	+18.76%
2023	+4.29%	+18.13%
2022	-4.34%	-16.76%
2021	+5.44%	+15.96%
2020	+5.16%	-4.21%
2019	+4.77%	+15.36%
2018	+0.03%	-5.12%
2017	+0.53%	+10.17%
2016	+2.87%	+25.60%
2015	-0.45%	-10.49%
2014	-1.43%	-0.52%
2013	-2.04%	+1.47%
2012	+2.35%	-6.10%
2011	+4.67%	N/A
2010	+3.43%	N/A
2009	+3.53%	N/A

STPZ vs BGB Drawdown Comparison

The maximum drawdown for STPZ was -6.77%, occurring on Mar 18, 2020. Recovery took 66 trading sessions.

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

The current STPZ drawdown is -0.44%. The current BGB drawdown is -3.68%.

Rank	STPZ	BGB
#1	-6.77% Mar 4, 2020 - Jun 8, 2020	-44.87% Feb 20, 2020 - Apr 28, 2021
#2	-6.69% Mar 11, 2022 - Jun 4, 2024	-24.89% May 10, 2013 - Dec 6, 2016
#3	-4.65% Sep 14, 2012 - Feb 19, 2019	-21.24% Oct 22, 2021 - Jan 25, 2024
#4	-2.55% Nov 17, 2021 - Mar 1, 2022	-16.36% Oct 1, 2018 - Jul 1, 2019
#5	-2.00% Aug 10, 2011 - Nov 7, 2011	-12.77% Feb 11, 2025 - Jul 1, 2025
#6	-1.89% Oct 14, 2010 - Jan 13, 2011	-9.06% Aug 29, 2025 - Mar 27, 2026
#7	-1.35% Apr 30, 2025 - Jul 11, 2025	-7.90% Sep 20, 2019 - Jan 10, 2020
#8	-1.19% May 6, 2010 - Jul 30, 2010	-7.63% Oct 9, 2012 - Mar 1, 2013
#9	-1.15% Nov 7, 2011 - Jan 26, 2012	-4.92% Jul 30, 2019 - Sep 18, 2019
#10	-1.12% Sep 24, 2024 - Jan 27, 2025	-3.86% Jul 10, 2024 - Aug 16, 2024
#11	-1.11% Apr 3, 2025 - Apr 28, 2025	-3.24% Dec 9, 2024 - Jan 31, 2025
#12	-1.11% Feb 27, 2012 - Aug 7, 2012	-3.14% May 12, 2017 - Jul 25, 2017
#13	-1.09% Jan 31, 2011 - Feb 22, 2011	-2.89% Oct 13, 2017 - Dec 7, 2017
#14	-1.09% Aug 2, 2011 - Aug 10, 2011	-2.79% Jul 6, 2021 - Aug 5, 2021
#15	-0.93% Mar 17, 2026 - Apr 13, 2026	-2.67% Mar 1, 2017 - Apr 11, 2017

Correlation

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

0.94

-101

Dividend Comparison (2009 - 2026)

STPZ vs BGB dividend yield comparison.

Year	STPZ	BGB
2026	2.87%	3.44%
2025	3.65%	8.58%
2024	1.97%	9.26%
2023	1.63%	10.69%
2022	5.88%	7.35%
2021	3.65%	6.63%
2020	1.86%	8.77%
2019	1.76%	9.30%
2018	2.23%	11.18%
2017	1.51%	7.35%
2016	0.65%	8.76%
2015	0.49%	9.42%
2014	0.86%	7.79%
2013	0.09%	7.89%
2012	1.00%	1.26%
2011	3.09%	0.00%
2010	1.11%	0.00%
2009	0.69%	0.00%