BX correlations (Blackstone Inc.)
Which assets move with BX and which ones diversify it, computed from weekly returns across 4756 stocks and ETFs.
Data as of 2026-08-27 · refreshed every trading day · Financials · Asset Management & Custody Banks
Volatility (ann.)
34.0%
3y weekly
Beta vs S&P 500
1.36
3y weekly
1-year return
-12.9%
price, adjusted
5-year return
+37.5%
price, adjusted
Market cap
$171.7B
latest
P/E ratio
32.1
trailing
Dividend yield
3.65%
trailing
Max drawdown
-46.5%
3y, daily closes
BX over the last 12 months, weekly closes indexed to 100 at the start.
Stocks and ETFs most correlated with BX
| Asset | Correlation (3Y) | ||
|---|---|---|---|
| KKR | KKR & Co. | 0.77 | |
| TPG | TPG Inc. | 0.76 | |
| CG | The Carlyle Group Inc. | 0.75 | |
| BAM | Brookfield Asset Management Inc Class A Limited Voting | 0.72 | |
| ARES | Ares Management | 0.71 | |
| OWL | Blue Owl Capital Inc. | 0.71 | |
| BN | Brookfield Corporation Class A Limited Voting Shares | 0.71 | |
| BNT | Brookfield Wealth Solutions Ltd. Class A Exchangeable | 0.71 | |
| BLK | BlackRock | 0.66 | |
| MS | Morgan Stanley | 0.66 | |
| RSP | Invesco S&P 500 Equal Weight ETF | 0.65 | |
| JEF | Jefferies Financial Group Inc. | 0.65 | |
| IWM | iShares Russell 2000 ETF | 0.65 | |
| EVR | Evercore Inc. | 0.64 | |
| MC | Moelis & Company | 0.64 |
Best diversifiers for BX
These are the assets whose returns had the least to do with BX's, historically the most independent picks in our universe.
| Asset | Correlation (3Y) | ||
|---|---|---|---|
| VXZ | iPath Series B S&P 500 VIX Mid-Term Futures ETN | -0.55 | |
| VXX | iPath Series B S&P 500 VIX Short-Term Futures ETN | -0.52 | |
| FNGD | MicroSectors FANG Index -3X Inverse Leveraged ETNs due | -0.42 | |
| NRT | North European Oil Royality Trust | -0.19 | |
| LICN | Lichen International Limited - Class A | -0.17 | |
| INDO | Indonesia Energy Corporation Limited | -0.16 | |
| JXG | JX Luxventure Group Inc. | -0.14 | |
| MLGO | MicroAlgo, Inc. | -0.14 | |
| RETO | ReTo Eco-Solutions, Inc. - Class A Shares | -0.14 | |
| SPRB | Spruce Biosciences, Inc. | -0.13 |
BX vs benchmarks
BX vs its peers
Get BX data as JSON
$ curl https://www.pairbook.io/api/v1/symbols/bx.jsonCorrelations, diversifiers, beta and volatility for BX, plus one endpoint per pair. API documentation.
BX inside major ETFs
| ETF | BX weight | |
|---|---|---|
| SCHD | Schwab US Dividend Equity ETF | 2.58% |
| XLF | Financial Select Sector SPDR Fund | 1.29% |
| VYM | Vanguard High Dividend Yield ETF | 0.39% |
| SPYV | SPDR Portfolio S&P 500 Value ETF | 0.35% |
| RSP | Invesco S&P 500 Equal Weight ETF | 0.22% |
| VTV | Vanguard Value ETF | 0.18% |
| IVV | iShares Core S&P 500 ETF | 0.16% |
| SPY | SPDR S&P 500 ETF Trust | 0.16% |
| VOO | Vanguard S&P 500 ETF | 0.15% |
| VUG | Vanguard Growth ETF | 0.15% |
