DBL vs BOCT

Comparison between DoubleLine Opportunistic Credit Fund (DBL, ETF) and Innovator U.S. Equity Buffer ETF - October (BOCT, ETF).

5-Year PerformanceBOCT has outperformed DBL, delivering a return of +10.3% compared to +2.1%

DBL vs BOCT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DBL(ETF)	BOCT(ETF)
Net Assets	$289M	$290M
Expense Ratio	N/A	0.79%
Max Drawdown	50.83%	24.54%
Sharpe Ratio	-0.47	1.68
5Y Beta	0.17	0.62
5Y Dividends CAGR	-4.68%	N/A

Net Assets

DBL

$289M

Winner

BOCT

$290M

Expense Ratio

DBL

N/A

BOCT

0.79%

Max Drawdown

DBL

50.83%

Winner

BOCT

24.54%

Sharpe Ratio

DBL

-0.47

Winner

BOCT

1.68

5Y Beta

Winner

DBL

0.17

BOCT

0.62

5Y Dividends CAGR

DBL

-4.68%

BOCT

N/A

DBL vs BOCT - Historical Returns

Returns include dividend reinvestment.

Period	DBL	BOCT
1 month	+0.07%	+1.24%
3 months	-0.40%	+5.81%
6 months	-2.00%	+6.17%
1 year	-0.13%	+19.28%
5 years(CAGR)	+2.07%	+10.30%
10 years(CAGR)	+2.36%	N/A
Max(CAGR)	+4.53%	+10.37%

DBL

+0.07%

Winner

BOCT

+1.24%

DBL

-0.40%

Winner

BOCT

+5.81%

DBL

-2.00%

Winner

BOCT

+6.17%

DBL

-0.13%

Winner

BOCT

+19.28%

5Y(CAGR)

DBL

+2.07%

Winner

BOCT

+10.30%

10Y(CAGR)

DBL

+2.36%

BOCT

N/A

Max(CAGR)

DBL

+4.53%

Winner

BOCT

+10.37%

DBL vs BOCT - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	DBL	BOCT
2026	-1.93%	+5.89%
2025	+7.08%	+14.45%
2024	+10.67%	+12.92%
2023	+12.59%	+21.51%
2022	-14.98%	-8.31%
2021	+5.85%	+16.09%
2020	+4.27%	+14.26%
2019	+15.02%	+18.62%
2018	-6.48%	-10.25%
2017	+4.42%	N/A
2016	-2.09%	N/A
2015	+12.98%	N/A
2014	+22.63%	N/A
2013	-10.37%	N/A
2012	+12.82%	N/A

DBL vs BOCT Drawdown Comparison

The maximum drawdown for DBL was -26.44%, occurring on Mar 18, 2020. Recovery took 238 trading sessions.

The maximum drawdown for BOCT was -24.54%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The current DBL drawdown is -3.12%. The current BOCT drawdown is -1.34%.

Rank	DBL	BOCT
#1	-26.44% Jan 22, 2020 - Dec 30, 2020	-24.54% Feb 19, 2020 - Aug 3, 2020
#2	-24.54% Oct 14, 2021 - Aug 2, 2024	-14.29% Jan 4, 2022 - May 26, 2023
#3	-21.29% May 10, 2013 - Nov 25, 2014	-13.61% Feb 19, 2025 - Jun 24, 2025
#4	-19.89% Jul 3, 2017 - Jan 22, 2020	-13.60% Oct 2, 2018 - Apr 12, 2019
#5	-15.86% Sep 8, 2016 - Jul 3, 2017	-7.44% Sep 14, 2023 - Nov 22, 2023
#6	-10.90% Feb 3, 2015 - Oct 7, 2015	-6.09% Feb 2, 2026 - Apr 14, 2026
#7	-6.67% May 12, 2016 - Jun 7, 2016	-5.17% Oct 12, 2020 - Nov 6, 2020
#8	-5.96% Nov 5, 2015 - Dec 7, 2015	-4.63% Jul 26, 2019 - Nov 7, 2019
#9	-5.72% Oct 22, 2025 - Mar 30, 2026	-4.13% Apr 30, 2019 - Jun 20, 2019
#10	-4.78% Feb 21, 2012 - Apr 26, 2012	-3.81% Sep 2, 2020 - Sep 30, 2020
#11	-4.76% Sep 18, 2024 - Jan 15, 2025	-3.53% Oct 28, 2025 - Dec 5, 2025
#12	-4.69% Oct 4, 2012 - Dec 12, 2012	-2.90% Jul 31, 2023 - Aug 31, 2023
#13	-3.97% Apr 26, 2012 - Jun 4, 2012	-2.70% Jul 16, 2024 - Aug 14, 2024
#14	-3.94% Dec 17, 2015 - Feb 5, 2016	-2.54% Nov 16, 2021 - Dec 10, 2021
#15	-3.82% Jun 27, 2016 - Jul 22, 2016	-2.46% Dec 4, 2024 - Jan 21, 2025

Correlation

Correlation between DBL and BOCT is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2012 - 2026)

DBL vs BOCT dividend yield comparison.

Year	DBL	BOCT
2026	3.83%	0.00%
2025	8.66%	0.00%
2024	8.52%	0.00%
2023	8.60%	0.00%
2022	8.89%	0.00%
2021	7.17%	0.00%
2020	8.69%	0.00%
2019	6.83%	0.20%
2018	10.27%	0.00%
2017	9.03%	0.00%
2016	8.68%	0.00%
2015	9.35%	0.00%
2014	10.14%	0.00%
2013	8.98%	0.00%
2012	7.34%	0.00%