BGB vs VOO
BGB vs VOO
Blackstone Strategic Credit 2027 Term Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BGB | VOO | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.03% | |
| AUM | $524M | $979.0B | |
| Dividend Yield | 8.14% | 1.09% | |
| Holdings | 616 | 509 | |
| YTD Return | -1.21% | +9.95% | |
| 1Y Return | -2.41% | +19.58% | |
| 3Y Return (annualized) | +9.41% | +19.43% | |
| 5Y Return (annualized) | +4.45% | +12.89% | |
| Volatility (annualized) | 11.8% | 14.2% | |
| Max Drawdown | -59.1% | -34.3% | |
| Fund Family | The Blackstone Group Inc | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 26, 2012 | Sep 7, 2010 |
BGB vs VOO Performance
Blackstone Strategic Credit 2027 Term Fund (BGB) is a ETF from The Blackstone Group Inc and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BGB returned -2.41% while VOO returned +19.58%. Year to date, BGB is down 1.21% versus a gain of 9.95% for VOO.
Over three years, BGB compounded at +9.41% per year against +19.43% for VOO; over five years the annualized figures are +4.45% and +12.89% respectively. Across the full 14-year window we track, VOO has the edge at +13.35% annualized vs -0.91%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 11.8% for BGB. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -59.1% for BGB and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.
Holdings Overlap
BGB and VOO share 0 holdings out of 864 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which performed better, BGB or VOO?
Over the past year BGB returned -2.41% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (14 years), BGB annualized -0.91% vs +13.35% for VOO. Past performance does not guarantee future results.
Which is riskier, BGB or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 11.8% for BGB. Worst drawdown: BGB -59.1% vs VOO -34.3%.
Should I hold both BGB and VOO?
BGB and VOO have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BGB and VOO?
BGB and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 864 unique securities.
Which pays a higher dividend, BGB or VOO?
BGB yields 8.14% while VOO yields 1.09%, so BGB currently pays the higher dividend yield.
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