DBL vs FTSD

Comparison between DoubleLine Opportunistic Credit Fund (DBL, ETF) and FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF (FTSD, ETF).

5-Year PerformanceFTSD has outperformed DBL, delivering a return of +2.5% compared to +2.0%

DBL vs FTSD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DBL(ETF)	FTSD(ETF)
Net Assets	$288M	$288M
Expense Ratio	N/A	0.25%
Max Drawdown	50.83%	11.76%
Sharpe Ratio	-0.30	0.52
5Y Beta	0.16	-0.02
5Y Dividends CAGR	-4.68%	29.59%

Net Assets

Winner

DBL

$288M

FTSD

$288M

Expense Ratio

DBL

N/A

FTSD

0.25%

Max Drawdown

DBL

50.83%

Winner

FTSD

11.76%

Sharpe Ratio

DBL

-0.30

Winner

FTSD

0.52

5Y Beta

DBL

0.16

Winner

FTSD

-0.02

5Y Dividends CAGR

DBL

-4.68%

Winner

FTSD

29.59%

DBL vs FTSD - Historical Returns

Returns include dividend reinvestment.

Period	DBL	FTSD
1 month	+0.61%	+0.20%
3 months	+1.39%	+0.74%
6 months	-1.39%	+1.31%
1 year	+1.00%	+4.35%
5 years(CAGR)	+2.01%	+2.49%
10 years(CAGR)	+2.25%	+2.06%
Max(CAGR)	+4.55%	+1.79%

Winner

DBL

+0.61%

FTSD

+0.20%

Winner

DBL

+1.39%

FTSD

+0.74%

DBL

-1.39%

Winner

FTSD

+1.31%

DBL

+1.00%

Winner

FTSD

+4.35%

5Y(CAGR)

DBL

+2.01%

Winner

FTSD

+2.49%

10Y(CAGR)

Winner

DBL

+2.25%

FTSD

+2.06%

Max(CAGR)

Winner

DBL

+4.55%

FTSD

+1.79%

DBL vs FTSD - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	DBL	FTSD
2026	-1.46%	+0.96%
2025	+7.08%	+5.70%
2024	+10.67%	+5.20%
2023	+12.59%	+4.83%
2022	-14.98%	-3.10%
2021	+5.85%	-0.87%
2020	+4.27%	+3.00%
2019	+15.02%	+2.64%
2018	-6.48%	+1.64%
2017	+4.42%	+0.92%
2016	-2.09%	+0.90%
2015	+12.98%	+0.68%
2014	+22.63%	+0.77%
2013	-10.37%	+0.38%
2012	+12.82%	N/A

DBL vs FTSD Drawdown Comparison

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

The maximum drawdown for FTSD was -5.32%, occurring on Oct 20, 2022. Recovery took 718 trading sessions.

The current DBL drawdown is -2.65%. The current FTSD drawdown is -0.07%.

Rank	DBL	FTSD
#1	-26.44% Jan 22, 2020 - Dec 30, 2020	-5.32% Feb 5, 2021 - Dec 13, 2023
#2	-24.54% Oct 14, 2021 - Aug 2, 2024	-0.96% Mar 6, 2020 - Apr 9, 2020
#3	-21.29% May 10, 2013 - Nov 25, 2014	-0.93% Apr 8, 2025 - Jun 4, 2025
#4	-19.89% Jul 3, 2017 - Jan 22, 2020	-0.87% Oct 3, 2016 - Jan 23, 2017
#5	-15.86% Sep 8, 2016 - Jul 3, 2017	-0.86% Jun 21, 2016 - Sep 30, 2016
#6	-10.90% Feb 3, 2015 - Oct 7, 2015	-0.76% Aug 3, 2015 - Jan 29, 2016
#7	-6.67% May 12, 2016 - Jun 7, 2016	-0.60% May 29, 2018 - Aug 10, 2018
#8	-5.96% Nov 5, 2015 - Dec 7, 2015	-0.57% Jan 29, 2016 - May 13, 2016
#9	-5.72% Oct 22, 2025 - Mar 30, 2026	-0.56% Jan 23, 2015 - Apr 30, 2015
#10	-4.78% Feb 21, 2012 - Apr 26, 2012	-0.51% Dec 27, 2017 - May 23, 2018
#11	-4.76% Sep 18, 2024 - Jan 15, 2025	-0.50% Dec 31, 2018 - Feb 20, 2019
#12	-4.69% Oct 4, 2012 - Dec 12, 2012	-0.49% Feb 24, 2017 - Apr 18, 2017
#13	-3.97% Apr 26, 2012 - Jun 4, 2012	-0.46% Jul 30, 2020 - Dec 29, 2020
#14	-3.94% Dec 17, 2015 - Feb 5, 2016	-0.45% Mar 6, 2026 - Apr 6, 2026
#15	-3.82% Jun 27, 2016 - Jul 22, 2016	-0.43% Apr 4, 2024 - May 2, 2024

Correlation

Correlation between DBL and FTSD is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2012 - 2026)

DBL vs FTSD dividend yield comparison.

Year	DBL	FTSD
2026	3.81%	1.76%
2025	8.66%	4.67%
2024	8.52%	4.75%
2023	8.60%	4.14%
2022	8.89%	1.73%
2021	7.17%	1.01%
2020	8.69%	1.54%
2019	6.83%	2.90%
2018	10.27%	2.63%
2017	9.03%	2.24%
2016	8.68%	1.92%
2015	9.35%	1.52%
2014	10.14%	1.91%
2013	8.98%	0.27%
2012	7.34%	0.00%