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DBL vs SPY

Comparison between DoubleLine Opportunistic Credit Fund (DBL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed DBL, delivering a return of +13.3% compared to +2.1%

DBL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DBL
$289M
Winner
SPY
$735B
Expense Ratio
DBL
N/A
SPY
0.09%
Max Drawdown
Winner
DBL
50.83%
SPY
56.47%
Sharpe Ratio
DBL
-0.47
Winner
SPY
1.62
5Y Beta
Winner
DBL
0.17
SPY
1.00
P/E Ratio
DBL
N/A
SPY
28.99
Forward P/E
DBL
N/A
SPY
22.37
5Y Dividends CAGR
DBL
-4.68%
Winner
SPY
5.43%
5Y EPS CAGR
DBL
N/A
SPY
26.05%
Debt to Equity
DBL
N/A
SPY
32.40%
P/S Ratio
DBL
N/A
SPY
3.74
P/B Ratio
DBL
N/A
SPY
5.61

DBL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
DBL
+0.07%
Winner
SPY
+1.90%
3M
DBL
-0.40%
Winner
SPY
+8.55%
6M
DBL
-2.00%
Winner
SPY
+8.18%
1Y
DBL
-0.13%
Winner
SPY
+25.79%
5Y(CAGR)
DBL
+2.07%
Winner
SPY
+13.32%
10Y(CAGR)
DBL
+2.36%
Winner
SPY
+15.19%
Max(CAGR)
DBL
+4.53%
Winner
SPY
+8.47%

DBL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDBLSPY
2026-1.93%+8.26%
2025+7.08%+18.00%
2024+10.67%+25.59%
2023+12.59%+26.72%
2022-14.98%-18.64%
2021+5.85%+30.52%
2020+4.27%+17.28%
2019+15.02%+31.09%
2018-6.48%-5.24%
2017+4.42%+20.78%
2016-2.09%+13.59%
2015+12.98%+1.31%
2014+22.63%+14.56%
2013-10.37%+29.00%
2012+12.82%+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

DBL vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current DBL drawdown is -3.12%. The current SPY drawdown is -2.90%.

RankDBLSPY
#1-26.44%
Jan 22, 2020 - Dec 30, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-24.54%
Oct 14, 2021 - Aug 2, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-21.29%
May 10, 2013 - Nov 25, 2014		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-19.89%
Jul 3, 2017 - Jan 22, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-15.86%
Sep 8, 2016 - Jul 3, 2017		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.90%
Feb 3, 2015 - Oct 7, 2015		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.67%
May 12, 2016 - Jun 7, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.96%
Nov 5, 2015 - Dec 7, 2015		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.72%
Oct 22, 2025 - Mar 30, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.78%
Feb 21, 2012 - Apr 26, 2012		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.76%
Sep 18, 2024 - Jan 15, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.69%
Oct 4, 2012 - Dec 12, 2012		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.97%
Apr 26, 2012 - Jun 4, 2012		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.94%
Dec 17, 2015 - Feb 5, 2016		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.82%
Jun 27, 2016 - Jul 22, 2016		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DBL and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (1999 - 2026)

DBL vs SPY dividend yield comparison.

YearDBLSPY
20263.83%0.24%
20258.66%1.07%
20248.52%1.21%
20238.60%1.40%
20228.89%1.65%
20217.17%1.20%
20208.69%1.52%
20196.83%1.75%
201810.27%2.04%
20179.03%1.80%
20168.68%2.03%
20159.35%2.06%
201410.14%1.87%
20138.98%1.81%
20127.34%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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