XCHG vs BHK

Comparison between AB US EQUITY ETF (XCHG, ETF) and BlackRock Core Bond Trust (BHK, ETF).

XCHG vs BHK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XCHG(ETF)	BHK(ETF)
Net Assets	$692M	$693M
Expense Ratio	0.50%	N/A
Max Drawdown	9.84%	48.25%
Sharpe Ratio	0.82	0.13
5Y Beta	0.92	0.24
P/E Ratio	27.02	N/A
Forward P/E	21.51	N/A
PEG Ratio	0.50	N/A
5Y Dividends CAGR	N/A	2.71%
5Y EPS CAGR	26.67%	N/A
P/S Ratio	3.69	N/A
P/B Ratio	5.46	N/A

Net Assets

XCHG

$692M

Winner

BHK

$693M

Expense Ratio

XCHG

0.50%

BHK

N/A

Max Drawdown

Winner

XCHG

9.84%

BHK

48.25%

Sharpe Ratio

Winner

XCHG

0.82

BHK

0.13

5Y Beta

XCHG

0.92

Winner

BHK

0.24

P/E Ratio

XCHG

27.02

BHK

N/A

Forward P/E

XCHG

21.51

BHK

N/A

PEG Ratio

XCHG

0.50

BHK

N/A

5Y Dividends CAGR

XCHG

N/A

BHK

2.71%

5Y EPS CAGR

XCHG

26.67%

BHK

N/A

P/S Ratio

XCHG

3.69

BHK

N/A

P/B Ratio

XCHG

5.46

BHK

N/A

XCHG vs BHK - Historical Returns

Returns include dividend reinvestment.

Period	XCHG	BHK
1 month	+2.19%	+1.50%
3 months	+4.86%	-0.23%
6 months	+6.99%	-1.02%
1 year	N/A	+5.30%
5 years(CAGR)	N/A	-2.92%
10 years(CAGR)	N/A	+2.89%
Max(CAGR)	+14.26%	+5.50%

Winner

XCHG

+2.19%

BHK

+1.50%

Winner

XCHG

+4.86%

BHK

-0.23%

Winner

XCHG

+6.99%

BHK

-1.02%

XCHG

N/A

BHK

+5.30%

5Y(CAGR)

XCHG

N/A

BHK

-2.92%

10Y(CAGR)

XCHG

N/A

BHK

+2.89%

Max(CAGR)

Winner

XCHG

+14.26%

BHK

+5.50%

XCHG vs BHK - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	XCHG	BHK
2026	+7.87%	-0.14%
2025	+0.30%	+2.66%
2024	N/A	+4.91%
2023	N/A	+11.99%
2022	N/A	-31.47%
2021	N/A	+7.18%
2020	N/A	+17.82%
2019	N/A	+25.33%
2018	N/A	-7.99%
2017	N/A	+14.21%
2016	N/A	+9.41%
2015	N/A	+2.05%
2014	N/A	+10.11%
2013	N/A	-9.96%
2012	N/A	+16.46%
2011	N/A	+14.68%
2010	N/A	+13.74%
2009	N/A	+14.45%
2008	N/A	-1.78%
2007	N/A	-1.82%
2006	N/A	+2.94%
2005	N/A	+5.03%
2004	N/A	+8.21%
2003	N/A	+8.94%
2002	N/A	-0.03%
2001	N/A	+0.00%

XCHG vs BHK Drawdown Comparison

The maximum drawdown for XCHG was -9.66%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.

The maximum drawdown for BHK was -39.55%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current XCHG drawdown is -0.82%. The current BHK drawdown is -19.22%.

Rank	XCHG	BHK
#1	-9.66% Jan 12, 2026 - Apr 15, 2026	-39.55% Sep 15, 2021 - Oct 20, 2022
#2	-3.69% Jun 4, 2026 - Jul 10, 2026	-30.64% May 27, 2008 - Jul 24, 2009
#3	-1.75% May 14, 2026 - May 28, 2026	-23.66% Feb 24, 2020 - Jun 10, 2020
#4	-1.32% Jul 15, 2026 - Jul 20, 2026	-19.40% Nov 12, 2012 - Jan 22, 2015
#5	-1.30% Dec 15, 2025 - Dec 22, 2025	-12.43% Jun 13, 2003 - Sep 20, 2004
#6	-1.14% Dec 24, 2025 - Jan 6, 2026	-12.08% Sep 28, 2010 - Sep 12, 2011
#7	-0.77% Apr 17, 2026 - Apr 22, 2026	-11.88% Dec 27, 2001 - Sep 18, 2002
#8	-0.73% Jun 1, 2026 - Jun 4, 2026	-10.94% Sep 12, 2005 - Oct 5, 2006
#9	-0.65% May 6, 2026 - May 14, 2026	-10.16% Aug 31, 2016 - May 18, 2017
#10	-0.62% Jul 10, 2026 - Jul 15, 2026	-9.78% Jan 2, 2018 - Mar 8, 2019
#11	-0.51% Apr 27, 2026 - Apr 30, 2026	-9.51% May 7, 2007 - Jan 24, 2008
#12	-0.48% May 1, 2026 - May 5, 2026	-9.08% Apr 24, 2015 - Mar 9, 2016
#13	-0.44% Jan 6, 2026 - Jan 9, 2026	-8.52% Jan 25, 2021 - Jun 15, 2021
#14	-0.40% Apr 22, 2026 - Apr 24, 2026	-8.50% Jan 24, 2008 - Apr 23, 2008
#15	-0.07% Apr 15, 2026 - Apr 17, 2026	-7.45% Oct 3, 2002 - Jan 17, 2003

Correlation

Correlation between XCHG and BHK is 0.06 which considered as a very weak or no correlation - the stocks move independently of each other.

0.06

-101

Dividend Comparison (2002 - 2026)

XCHG vs BHK dividend yield comparison.

Year	XCHG	BHK
2026	0.32%	5.79%
2025	0.05%	9.25%
2024	0.00%	8.56%
2023	0.00%	8.21%
2022	0.00%	7.91%
2021	0.00%	6.36%
2020	0.00%	5.06%
2019	0.00%	5.32%
2018	0.00%	6.39%
2017	0.00%	5.56%
2016	0.00%	6.23%
2015	0.00%	7.03%
2014	0.00%	8.15%
2013	0.00%	6.94%
2012	0.00%	6.11%
2011	0.00%	5.95%
2010	0.00%	6.98%
2009	0.00%	8.16%
2008	0.00%	7.00%
2007	0.00%	6.75%
2006	0.00%	6.66%
2005	0.00%	11.28%
2004	0.00%	9.37%
2003	0.00%	9.51%
2002	0.00%	8.72%