VSMV vs BGX

Comparison between VICTORYSHARES US MULTI-FACTOR MINIMUM VOLATILITY ETF (VSMV, ETF) and Blackstone Long-Short Credit Income Fund (BGX, ETF).

5-Year PerformanceVSMV has outperformed BGX, delivering a return of +10.8% compared to +3.2%

VSMV vs BGX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VSMV(ETF)	BGX(ETF)
Net Assets	$156M	$155M
Expense Ratio	0.35%	N/A
Max Drawdown	31.45%	58.00%
Sharpe Ratio	1.93	-1.31
5Y Beta	0.57	0.38
P/E Ratio	19.25	N/A
Forward P/E	16.77	N/A
PEG Ratio	0.31	N/A
5Y Dividends CAGR	7.22%	0.61%
5Y EPS CAGR	15.78%	N/A
Debt to Equity	50.76%	N/A
P/S Ratio	1.60	N/A
P/B Ratio	5.01	N/A

Net Assets

Winner

VSMV

$156M

BGX

$155M

Expense Ratio

VSMV

0.35%

BGX

N/A

Max Drawdown

Winner

VSMV

31.45%

BGX

58.00%

Sharpe Ratio

Winner

VSMV

1.93

BGX

-1.31

5Y Beta

VSMV

0.57

Winner

BGX

0.38

P/E Ratio

VSMV

19.25

BGX

N/A

Forward P/E

VSMV

16.77

BGX

N/A

PEG Ratio

VSMV

0.31

BGX

N/A

5Y Dividends CAGR

Winner

VSMV

7.22%

BGX

0.61%

5Y EPS CAGR

VSMV

15.78%

BGX

N/A

Debt to Equity

VSMV

50.76%

BGX

N/A

P/S Ratio

VSMV

1.60

BGX

N/A

P/B Ratio

VSMV

5.01

BGX

N/A

VSMV vs BGX - Historical Returns

Returns include dividend reinvestment.

Period	VSMV	BGX
1 month	+1.18%	+0.02%
3 months	+3.32%	+0.21%
6 months	+6.64%	-4.04%
1 year	+23.48%	-6.30%
5 years(CAGR)	+10.85%	+3.20%
10 years(CAGR)	+12.17%	+5.92%
Max(CAGR)	+12.17%	+4.46%

Winner

VSMV

+1.18%

BGX

+0.02%

Winner

VSMV

+3.32%

BGX

+0.21%

Winner

VSMV

+6.64%

BGX

-4.04%

Winner

VSMV

+23.48%

BGX

-6.30%

5Y(CAGR)

Winner

VSMV

+10.85%

BGX

+3.20%

10Y(CAGR)

Winner

VSMV

+12.17%

BGX

+5.92%

Max(CAGR)

Winner

VSMV

+12.17%

BGX

+4.46%

VSMV vs BGX - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	VSMV	BGX
2026	+9.04%	-3.38%
2025	+17.41%	+0.63%
2024	+15.49%	+19.16%
2023	+12.53%	+17.83%
2022	-7.18%	-20.46%
2021	+27.07%	+17.54%
2020	+5.38%	-5.72%
2019	+27.51%	+22.67%
2018	-1.12%	-4.44%
2017	+11.48%	+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%

VSMV vs BGX Drawdown Comparison

The maximum drawdown for VSMV was -31.33%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.

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

The current VSMV drawdown is -0.87%. The current BGX drawdown is -7.63%.

Rank	VSMV	BGX
#1	-31.33% Feb 13, 2020 - Dec 16, 2020	-47.40% Feb 20, 2020 - Jun 14, 2021
#2	-17.96% Apr 8, 2022 - Jul 21, 2023	-25.94% Nov 16, 2021 - Mar 21, 2024
#3	-15.89% Oct 3, 2018 - Apr 23, 2019	-24.82% Apr 17, 2013 - Sep 30, 2016
#4	-13.22% Nov 26, 2024 - Jul 23, 2025	-16.56% Aug 28, 2018 - Apr 10, 2019
#5	-9.28% Dec 29, 2021 - Mar 29, 2022	-16.23% May 18, 2011 - Aug 2, 2012
#6	-7.65% Jan 29, 2018 - Aug 2, 2018	-14.10% Dec 13, 2024 - Jul 14, 2025
#7	-7.00% Jul 25, 2023 - Dec 1, 2023	-12.43% Sep 5, 2025 - Mar 6, 2026
#8	-5.34% Aug 16, 2021 - Oct 22, 2021	-8.29% Oct 22, 2012 - Feb 1, 2013
#9	-5.18% Feb 27, 2026 - Apr 30, 2026	-7.51% Sep 11, 2019 - Jan 10, 2020
#10	-5.14% Mar 28, 2024 - Jun 13, 2024	-6.25% Jul 7, 2021 - Sep 29, 2021
#11	-4.94% Jul 29, 2019 - Sep 5, 2019	-4.68% May 6, 2019 - Jun 12, 2019
#12	-4.94% Jan 26, 2021 - Mar 15, 2021	-4.57% Oct 23, 2017 - Jan 26, 2018
#13	-4.32% Jul 17, 2024 - Aug 16, 2024	-4.12% Oct 26, 2016 - Nov 25, 2016
#14	-3.49% May 6, 2019 - Jun 7, 2019	-3.99% Jul 24, 2019 - Aug 20, 2019
#15	-3.30% May 10, 2021 - Jul 1, 2021	-3.91% Aug 1, 2024 - Aug 15, 2024

Correlation

Correlation between VSMV and BGX is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2011 - 2026)

VSMV vs BGX dividend yield comparison.

Year	VSMV	BGX
2026	0.70%	3.55%
2025	1.35%	8.87%
2024	1.36%	9.89%
2023	1.77%	11.71%
2022	1.99%	8.15%
2021	1.36%	7.01%
2020	2.01%	8.76%
2019	2.00%	9.35%
2018	2.42%	11.74%
2017	1.11%	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%