USNZ vs BGH

Comparison between XTRACKERS NET ZERO PATHWAY PARIS ALIGNED US EQUITY ETF (USNZ, ETF) and Barings Global Short Duration High Yield Fund (BGH, ETF).

USNZ vs BGH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USNZ(ETF)	BGH(ETF)
Net Assets	$301M	$300M
Expense Ratio	0.10%	N/A
Max Drawdown	19.34%	63.84%
Sharpe Ratio	1.44	0.04
5Y Beta	0.98	0.42
P/E Ratio	29.91	N/A
Forward P/E	22.39	N/A
PEG Ratio	0.33	N/A
5Y Dividends CAGR	N/A	5.93%
5Y EPS CAGR	30.65%	N/A
Debt to Equity	34.27%	N/A
P/S Ratio	4.32	N/A
P/B Ratio	6.87	N/A

Net Assets

Winner

USNZ

$301M

BGH

$300M

Expense Ratio

USNZ

0.10%

BGH

N/A

Max Drawdown

Winner

USNZ

19.34%

BGH

63.84%

Sharpe Ratio

Winner

USNZ

1.44

BGH

0.04

5Y Beta

USNZ

0.98

Winner

BGH

0.42

P/E Ratio

USNZ

29.91

BGH

N/A

Forward P/E

USNZ

22.39

BGH

N/A

PEG Ratio

USNZ

0.33

BGH

N/A

5Y Dividends CAGR

USNZ

N/A

BGH

5.93%

5Y EPS CAGR

USNZ

30.65%

BGH

N/A

Debt to Equity

USNZ

34.27%

BGH

N/A

P/S Ratio

USNZ

4.32

BGH

N/A

P/B Ratio

USNZ

6.87

BGH

N/A

USNZ vs BGH - Historical Returns

Returns include dividend reinvestment.

Period	USNZ	BGH
1 month	+0.71%	-0.40%
3 months	+13.32%	+3.72%
6 months	+8.93%	-2.14%
1 year	+24.23%	+2.90%
5 years(CAGR)	N/A	+6.68%
10 years(CAGR)	N/A	+7.64%
Max(CAGR)	+19.22%	+6.09%

Winner

USNZ

+0.71%

BGH

-0.40%

Winner

USNZ

+13.32%

BGH

+3.72%

Winner

USNZ

+8.93%

BGH

-2.14%

Winner

USNZ

+24.23%

BGH

+2.90%

5Y(CAGR)

USNZ

N/A

BGH

+6.68%

10Y(CAGR)

USNZ

N/A

BGH

+7.64%

Max(CAGR)

Winner

USNZ

+19.22%

BGH

+6.09%

USNZ vs BGH - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	USNZ	BGH
2026	+8.58%	-3.25%
2025	+17.91%	+7.41%
2024	+22.88%	+26.25%
2023	+27.98%	+17.36%
2022	+0.75%	-19.43%
2021	N/A	+25.25%
2020	N/A	-5.04%
2019	N/A	+19.70%
2018	N/A	-8.56%
2017	N/A	+10.60%
2016	N/A	+29.79%
2015	N/A	-8.72%
2014	N/A	-1.88%
2013	N/A	+5.32%
2012	N/A	-4.35%

USNZ vs BGH Drawdown Comparison

The maximum drawdown for USNZ was -19.16%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

The maximum drawdown for BGH was -48.74%, occurring on Mar 23, 2020. Recovery took 288 trading sessions.

The current USNZ drawdown is -2.91%. The current BGH drawdown is -10.48%.

Rank	USNZ	BGH
#1	-19.16% Feb 19, 2025 - Jun 26, 2025	-48.74% Feb 20, 2020 - Apr 13, 2021
#2	-17.79% Aug 16, 2022 - Jun 1, 2023	-26.63% Jan 6, 2022 - Feb 29, 2024
#3	-11.26% Jul 31, 2023 - Dec 1, 2023	-25.45% Jun 18, 2014 - Aug 18, 2016
#4	-11.07% Jan 28, 2026 - Apr 15, 2026	-20.85% Sep 4, 2018 - May 1, 2019
#5	-8.65% Jul 16, 2024 - Sep 19, 2024	-16.88% Sep 17, 2025 - Mar 30, 2026
#6	-6.41% Mar 28, 2024 - May 15, 2024	-15.51% Feb 21, 2025 - Jul 1, 2025
#7	-5.56% Oct 28, 2025 - Dec 24, 2025	-11.53% May 7, 2013 - Jan 6, 2014
#8	-4.91% Jun 2, 2026 - Jun 10, 2026	-9.18% May 3, 2019 - Jan 8, 2020
#9	-4.70% Dec 4, 2024 - Feb 18, 2025	-7.94% Oct 20, 2017 - Aug 7, 2018
#10	-3.14% Oct 14, 2024 - Nov 7, 2024	-6.58% Oct 26, 2016 - Nov 28, 2016
#11	-3.06% Jan 12, 2026 - Jan 28, 2026	-5.75% Nov 8, 2024 - Dec 2, 2024
#12	-3.00% Jul 7, 2022 - Jul 19, 2022	-5.54% Dec 6, 2024 - Feb 18, 2025
#13	-2.94% Oct 8, 2025 - Oct 20, 2025	-5.00% Nov 16, 2021 - Dec 31, 2021
#14	-2.53% Nov 8, 2024 - Nov 26, 2024	-4.51% Jul 13, 2021 - Aug 31, 2021
#15	-2.37% Jul 21, 2022 - Jul 27, 2022	-4.50% Dec 7, 2012 - Jan 18, 2013

Correlation

Correlation between USNZ and BGH is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2012 - 2026)

USNZ vs BGH dividend yield comparison.

Year	USNZ	BGH
2026	0.18%	4.38%
2025	1.02%	11.38%
2024	1.14%	9.72%
2023	1.19%	10.66%
2022	0.80%	9.99%
2021	0.00%	7.31%
2020	0.00%	9.10%
2019	0.00%	10.14%
2018	0.00%	12.11%
2017	0.00%	9.50%
2016	0.00%	9.61%
2015	0.00%	13.31%
2014	0.00%	14.41%
2013	0.00%	10.05%
2012	0.00%	0.71%