DBL vs EQIN

Comparison between DoubleLine Opportunistic Credit Fund (DBL, ETF) and COLUMBIA U.S. EQUITY INCOME ETF (EQIN, ETF).

5-Year PerformanceEQIN has outperformed DBL, delivering a return of +9.9% compared to +2.0%

DBL vs EQIN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DBL(ETF)	EQIN(ETF)
Net Assets	$288M	$287M
Expense Ratio	N/A	0.35%
Max Drawdown	50.83%	44.44%
Sharpe Ratio	-0.30	1.25
5Y Beta	0.16	0.58
P/E Ratio	N/A	18.51
Forward P/E	N/A	15.58
PEG Ratio	N/A	0.69
5Y Dividends CAGR	-4.68%	4.86%
5Y EPS CAGR	N/A	9.75%
Debt to Equity	N/A	35.37%
P/S Ratio	N/A	1.75
P/B Ratio	N/A	2.97

Net Assets

Winner

DBL

$288M

EQIN

$287M

Expense Ratio

DBL

N/A

EQIN

0.35%

Max Drawdown

DBL

50.83%

Winner

EQIN

44.44%

Sharpe Ratio

DBL

-0.30

Winner

EQIN

1.25

5Y Beta

Winner

DBL

0.16

EQIN

0.58

P/E Ratio

DBL

N/A

EQIN

18.51

Forward P/E

DBL

N/A

EQIN

15.58

PEG Ratio

DBL

N/A

EQIN

0.69

5Y Dividends CAGR

DBL

-4.68%

Winner

EQIN

4.86%

5Y EPS CAGR

DBL

N/A

EQIN

9.75%

Debt to Equity

DBL

N/A

EQIN

35.37%

P/S Ratio

DBL

N/A

EQIN

1.75

P/B Ratio

DBL

N/A

EQIN

2.97

DBL vs EQIN - Historical Returns

Returns include dividend reinvestment.

Period	DBL	EQIN
1 month	+0.61%	+3.73%
3 months	+1.39%	+6.73%
6 months	-1.39%	+9.23%
1 year	+1.00%	+17.97%
5 years(CAGR)	+2.01%	+9.88%
10 years(CAGR)	+2.25%	+12.37%
Max(CAGR)	+4.55%	+12.37%

DBL

+0.61%

Winner

EQIN

+3.73%

DBL

+1.39%

Winner

EQIN

+6.73%

DBL

-1.39%

Winner

EQIN

+9.23%

DBL

+1.00%

Winner

EQIN

+17.97%

5Y(CAGR)

DBL

+2.01%

Winner

EQIN

+9.88%

10Y(CAGR)

DBL

+2.25%

Winner

EQIN

+12.37%

Max(CAGR)

DBL

+4.55%

Winner

EQIN

+12.37%

DBL vs EQIN - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	DBL	EQIN
2026	-1.46%	+9.31%
2025	+7.08%	+9.48%
2024	+10.67%	+13.62%
2023	+12.59%	+11.84%
2022	-14.98%	+0.23%
2021	+5.85%	+32.87%
2020	+4.27%	+0.36%
2019	+15.02%	+30.05%
2018	-6.48%	-11.90%
2017	+4.42%	+18.37%
2016	-2.09%	+15.21%
2015	+12.98%	N/A
2014	+22.63%	N/A
2013	-10.37%	N/A
2012	+12.82%	N/A

DBL vs EQIN Drawdown Comparison

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

The maximum drawdown for EQIN was -42.16%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.

The current DBL drawdown is -2.65%.

Rank	DBL	EQIN
#1	-26.44% Jan 22, 2020 - Dec 30, 2020	-42.16% Jan 17, 2020 - Jan 6, 2021
#2	-24.54% Oct 14, 2021 - Aug 2, 2024	-21.97% Dec 26, 2017 - Nov 4, 2019
#3	-21.29% May 10, 2013 - Nov 25, 2014	-18.52% Apr 20, 2022 - Jul 21, 2023
#4	-19.89% Jul 3, 2017 - Jan 22, 2020	-12.05% Feb 20, 2025 - Sep 11, 2025
#5	-15.86% Sep 8, 2016 - Jul 3, 2017	-8.59% Jul 31, 2023 - Dec 11, 2023
#6	-10.90% Feb 3, 2015 - Oct 7, 2015	-7.53% May 10, 2021 - Oct 22, 2021
#7	-6.67% May 12, 2016 - Jun 7, 2016	-6.45% Oct 14, 2024 - Feb 19, 2025
#8	-5.96% Nov 5, 2015 - Dec 7, 2015	-6.44% Jan 14, 2022 - Mar 25, 2022
#9	-5.72% Oct 22, 2025 - Mar 30, 2026	-6.12% Jun 23, 2016 - Jul 13, 2016
#10	-4.78% Feb 21, 2012 - Apr 26, 2012	-5.44% Nov 15, 2021 - Dec 16, 2021
#11	-4.76% Sep 18, 2024 - Jan 15, 2025	-5.41% Feb 10, 2026 - Jun 2, 2026
#12	-4.69% Oct 4, 2012 - Dec 12, 2012	-5.14% Jul 31, 2024 - Aug 23, 2024
#13	-3.97% Apr 26, 2012 - Jun 4, 2012	-4.87% Jan 14, 2021 - Feb 8, 2021
#14	-3.94% Dec 17, 2015 - Feb 5, 2016	-4.39% Mar 28, 2024 - May 15, 2024
#15	-3.82% Jun 27, 2016 - Jul 22, 2016	-4.00% Oct 27, 2025 - Dec 4, 2025

Correlation

Correlation between DBL and EQIN is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2012 - 2026)

DBL vs EQIN dividend yield comparison.

Year	DBL	EQIN
2026	3.81%	0.46%
2025	8.66%	2.05%
2024	8.52%	4.34%
2023	8.60%	2.41%
2022	8.89%	2.71%
2021	7.17%	2.57%
2020	8.69%	2.54%
2019	6.83%	2.70%
2018	10.27%	7.81%
2017	9.03%	11.52%
2016	8.68%	2.45%
2015	9.35%	0.00%
2014	10.14%	0.00%
2013	8.98%	0.00%
2012	7.34%	0.00%