DBL vs MDST

Comparison between DoubleLine Opportunistic Credit Fund (DBL, ETF) and Westwood Salient Enhanced Midstream Income ETF (MDST, ETF).

DBL vs MDST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DBL(ETF)	MDST(ETF)
Net Assets	$288M	$287M
Expense Ratio	N/A	0.80%
Max Drawdown	50.83%	16.16%
Sharpe Ratio	-0.49	1.28
5Y Beta	0.16	0.40
P/E Ratio	N/A	21.76
Forward P/E	N/A	16.91
5Y Dividends CAGR	-5.01%	N/A
5Y EPS CAGR	N/A	15.09%
P/S Ratio	N/A	1.07
P/B Ratio	N/A	3.44

Net Assets

Winner

DBL

$288M

MDST

$287M

Expense Ratio

DBL

N/A

MDST

0.80%

Max Drawdown

DBL

50.83%

Winner

MDST

16.16%

Sharpe Ratio

DBL

-0.49

Winner

MDST

1.28

5Y Beta

Winner

DBL

0.16

MDST

0.40

P/E Ratio

DBL

N/A

MDST

21.76

Forward P/E

DBL

N/A

MDST

16.91

5Y Dividends CAGR

DBL

-5.01%

MDST

N/A

5Y EPS CAGR

DBL

N/A

MDST

15.09%

P/S Ratio

DBL

N/A

MDST

1.07

P/B Ratio

DBL

N/A

MDST

3.44

DBL vs MDST - Historical Returns

Returns include dividend reinvestment.

Period	DBL	MDST
1 month	+1.35%	-1.78%
3 months	+1.05%	+0.86%
6 months	-1.44%	+7.37%
1 year	+0.09%	+21.25%
5 years(CAGR)	+1.96%	N/A
10 years(CAGR)	+1.81%	N/A
Max(CAGR)	+4.50%	+18.04%

Winner

DBL

+1.35%

MDST

-1.78%

Winner

DBL

+1.05%

MDST

+0.86%

DBL

-1.44%

Winner

MDST

+7.37%

DBL

+0.09%

Winner

MDST

+21.25%

5Y(CAGR)

DBL

+1.96%

MDST

N/A

10Y(CAGR)

DBL

+1.81%

MDST

N/A

Max(CAGR)

DBL

+4.50%

Winner

MDST

+18.04%

DBL vs MDST - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	DBL	MDST
2026	-1.25%	+17.00%
2025	+7.08%	+5.61%
2024	+10.67%	+17.22%
2023	+12.59%	N/A
2022	-14.98%	N/A
2021	+5.85%	N/A
2020	+4.27%	N/A
2019	+15.02%	N/A
2018	-6.48%	N/A
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 MDST Drawdown Comparison

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

The maximum drawdown for MDST was -14.19%, occurring on Apr 8, 2025. Recovery took 82 trading sessions.

The current DBL drawdown is -2.45%. The current MDST drawdown is -2.20%.

Rank	DBL	MDST
#1	-26.44% Jan 22, 2020 - Dec 30, 2020	-14.19% Apr 2, 2025 - Jul 31, 2025
#2	-24.54% Oct 14, 2021 - Aug 2, 2024	-7.50% Jan 21, 2025 - Apr 2, 2025
#3	-21.29% May 10, 2013 - Nov 25, 2014	-7.20% Nov 29, 2024 - Jan 14, 2025
#4	-19.89% Jul 3, 2017 - Jan 22, 2020	-6.75% Jul 31, 2025 - Dec 4, 2025
#5	-15.86% Sep 8, 2016 - Jul 3, 2017	-4.99% May 19, 2026 - Jul 14, 2026
#6	-10.90% Feb 3, 2015 - Oct 7, 2015	-4.30% Mar 27, 2026 - Apr 30, 2026
#7	-6.67% May 12, 2016 - Jun 7, 2016	-4.21% Jul 22, 2024 - Aug 19, 2024
#8	-5.96% Nov 5, 2015 - Dec 7, 2015	-4.08% Jul 23, 2026 - Aug 18, 2026
#9	-5.72% Oct 22, 2025 - Mar 30, 2026	-3.67% Apr 9, 2024 - Apr 25, 2024
#10	-4.78% Feb 21, 2012 - Apr 26, 2012	-3.16% May 4, 2026 - May 13, 2026
#11	-4.76% Sep 18, 2024 - Jan 15, 2025	-3.11% Dec 4, 2025 - Jan 2, 2026
#12	-4.69% Oct 4, 2012 - Dec 12, 2012	-3.01% May 20, 2024 - Jun 24, 2024
#13	-3.97% Apr 26, 2012 - Jun 4, 2012	-2.73% Jan 2, 2026 - Jan 16, 2026
#14	-3.94% Dec 17, 2015 - Feb 5, 2016	-2.67% Sep 23, 2024 - Oct 3, 2024
#15	-3.82% Jun 27, 2016 - Jul 22, 2016	-2.35% Aug 30, 2024 - Sep 16, 2024

Correlation

Correlation between DBL and MDST is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2012 - 2026)

DBL vs MDST dividend yield comparison.

Year	DBL	MDST
2026	6.22%	6.14%
2025	8.66%	10.22%
2024	8.52%	6.60%
2023	8.60%	0.00%
2022	8.89%	0.00%
2021	7.17%	0.00%
2020	8.69%	0.00%
2019	6.83%	0.00%
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%