BKLN vs DFSD
Comparison between INVESCO SENIOR LOAN ETF (BKLN, ETF) and DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF).
BKLN vs DFSD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BKLN
$6.30B
Winner
DFSD
$6.40B
Expense Ratio
BKLN
0.65%
Winner
DFSD
0.16%
Max Drawdown
BKLN
32.19%
Winner
DFSD
9.85%
Sharpe Ratio
Winner
BKLN
0.89
DFSD
0.56
5Y Beta
BKLN
0.15
Winner
DFSD
0.03
5Y Dividends CAGR
BKLN
14.20%
DFSD
N/A
BKLN vs DFSD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BKLN
+0.75%
DFSD
+0.26%
3M
Winner
BKLN
+1.43%
DFSD
+0.10%
6M
Winner
BKLN
+1.81%
DFSD
+1.36%
1Y
Winner
BKLN
+6.03%
DFSD
+4.93%
5Y(CAGR)
Winner
BKLN
+5.33%
DFSD
+2.58%
10Y(CAGR)
BKLN
+4.36%
DFSD
N/A
Max(CAGR)
Winner
BKLN
+3.76%
DFSD
+2.58%
BKLN vs DFSD - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | BKLN | DFSD |
|---|---|---|
| 2026 | +0.35% | +0.64% |
| 2025 | +6.88% | +6.52% |
| 2024 | +8.25% | +4.53% |
| 2023 | +12.04% | +6.02% |
| 2022 | -2.47% | -5.69% |
| 2021 | +2.50% | -0.02% |
| 2020 | +1.11% | N/A |
| 2019 | +9.72% | N/A |
| 2018 | -1.53% | N/A |
| 2017 | +1.99% | N/A |
| 2016 | +9.18% | N/A |
| 2015 | -2.90% | N/A |
| 2014 | +0.55% | N/A |
| 2013 | +3.82% | N/A |
| 2012 | +9.61% | N/A |
| 2011 | -2.04% | N/A |
BKLN vs DFSD Drawdown Comparison
The maximum drawdown for BKLN was -24.16%, occurring on Mar 23, 2020. Recovery took 228 trading sessions.
The maximum drawdown for DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 552 trading sessions.
The current BKLN drawdown is -0.05%. The current DFSD drawdown is -0.36%.
| Rank | BKLN | DFSD |
|---|---|---|
| #1 | -24.16% Jan 8, 2020 - Dec 2, 2020 | -8.45% Nov 18, 2021 - Feb 1, 2024 |
| #2 | -8.75% May 13, 2011 - Feb 2, 2012 | -1.47% Feb 27, 2026 - Mar 26, 2026 |
| #3 | -7.31% Jan 14, 2022 - Jan 23, 2023 | -1.34% Apr 3, 2025 - Apr 28, 2025 |
| #4 | -7.07% May 4, 2015 - Jul 8, 2016 | -0.67% Oct 1, 2024 - Nov 29, 2024 |
| #5 | -5.69% Oct 2, 2018 - Feb 22, 2019 | -0.67% Dec 6, 2024 - Jan 27, 2025 |
| #6 | -3.73% Jul 2, 2014 - Apr 7, 2015 | -0.52% Apr 30, 2025 - May 27, 2025 |
| #7 | -3.71% May 4, 2012 - Jul 13, 2012 | -0.50% Mar 27, 2024 - May 3, 2024 |
| #8 | -3.55% Feb 18, 2025 - May 2, 2025 | -0.42% Feb 1, 2024 - Mar 5, 2024 |
| #9 | -3.07% Jan 9, 2026 - May 5, 2026 | -0.42% Feb 5, 2025 - Feb 21, 2025 |
| #10 | -2.66% Mar 3, 2023 - Apr 11, 2023 | -0.40% Jun 4, 2025 - Jun 12, 2025 |
| #11 | -2.39% Mar 3, 2011 - Apr 4, 2011 | -0.37% Oct 22, 2025 - Nov 21, 2025 |
| #12 | -2.04% May 22, 2013 - Oct 28, 2013 | -0.35% Nov 26, 2025 - Dec 16, 2025 |
| #13 | -1.66% Jul 22, 2024 - Aug 16, 2024 | -0.34% Mar 3, 2025 - Mar 19, 2025 |
| #14 | -1.57% Sep 17, 2019 - Dec 4, 2019 | -0.29% Jun 30, 2025 - Jul 21, 2025 |
| #15 | -1.52% Oct 17, 2012 - Dec 6, 2012 | -0.28% Mar 8, 2024 - Mar 22, 2024 |
Correlation
Correlation between BKLN and DFSD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2011 - 2026)
BKLN vs DFSD dividend yield comparison.
| Year | BKLN | DFSD |
|---|---|---|
| 2026 | 2.08% | 0.62% |
| 2025 | 6.95% | 4.12% |
| 2024 | 8.41% | 4.81% |
| 2023 | 8.59% | 3.89% |
| 2022 | 4.94% | 2.12% |
| 2021 | 3.11% | 0.11% |
| 2020 | 3.56% | 0.00% |
| 2019 | 4.86% | 0.00% |
| 2018 | 4.51% | 0.00% |
| 2017 | 3.50% | 0.00% |
| 2016 | 4.54% | 0.00% |
| 2015 | 4.12% | 0.00% |
| 2014 | 4.12% | 0.00% |
| 2013 | 4.40% | 0.00% |
| 2012 | 4.81% | 0.00% |
| 2011 | 3.39% | 0.00% |
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