DFNL vs BDBT
Comparison between DAVIS SELECT FINANCIAL ETF (DFNL, ETF) and BLUEMONTE CORE BOND ETF (BDBT, ETF).
DFNL vs BDBT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFNL
$480M
Winner
BDBT
$480M
Expense Ratio
DFNL
0.61%
Winner
BDBT
0.23%
Max Drawdown
DFNL
45.70%
Winner
BDBT
4.23%
Sharpe Ratio
Winner
DFNL
0.87
BDBT
-0.43
5Y Beta
DFNL
0.79
Winner
BDBT
0.10
P/E Ratio
DFNL
16.06
BDBT
N/A
Forward P/E
DFNL
12.95
BDBT
N/A
PEG Ratio
DFNL
-0.16
BDBT
N/A
5Y Dividends CAGR
DFNL
13.72%
BDBT
N/A
5Y EPS CAGR
DFNL
8.58%
BDBT
N/A
Debt to Equity
DFNL
48.95%
BDBT
N/A
P/S Ratio
DFNL
2.56
BDBT
N/A
P/B Ratio
DFNL
1.53
BDBT
N/A
DFNL vs BDBT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFNL
+0.76%
BDBT
+0.50%
3M
Winner
DFNL
+11.77%
BDBT
+0.02%
6M
Winner
DFNL
+10.15%
BDBT
-1.74%
1Y
Winner
DFNL
+16.23%
BDBT
+2.05%
5Y(CAGR)
DFNL
+13.00%
BDBT
N/A
10Y(CAGR)
DFNL
+12.62%
BDBT
N/A
Max(CAGR)
Winner
DFNL
+12.62%
BDBT
+3.16%
DFNL vs BDBT - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | DFNL | BDBT |
|---|---|---|
| 2026 | +6.44% | +0.13% |
| 2025 | +29.18% | +3.68% |
| 2024 | +28.12% | N/A |
| 2023 | +13.50% | N/A |
| 2022 | -9.76% | N/A |
| 2021 | +32.55% | N/A |
| 2020 | -5.87% | N/A |
| 2019 | +26.20% | N/A |
| 2018 | -11.18% | N/A |
| 2017 | +20.47% | N/A |
DFNL vs BDBT Drawdown Comparison
The maximum drawdown for DFNL was -44.51%, occurring on Mar 23, 2020. Recovery took 259 trading sessions.
The maximum drawdown for BDBT was -2.88%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current DFNL drawdown is -2.32%. The current BDBT drawdown is -1.74%.
| Rank | DFNL | BDBT |
|---|---|---|
| #1 | -44.51% Jan 2, 2020 - Jan 12, 2021 | -2.88% Feb 27, 2026 - May 19, 2026 |
| #2 | -26.27% Feb 9, 2022 - Feb 29, 2024 | -1.03% Jun 30, 2025 - Aug 1, 2025 |
| #3 | -21.13% Jan 26, 2018 - Nov 4, 2019 | -1.02% Oct 27, 2025 - Nov 26, 2025 |
| #4 | -16.05% Feb 6, 2025 - May 13, 2025 | -0.99% Nov 26, 2025 - Feb 10, 2026 |
| #5 | -12.94% Jan 6, 2026 - Jul 1, 2026 | -0.91% Sep 16, 2025 - Oct 13, 2025 |
| #6 | -9.36% Oct 22, 2021 - Jan 7, 2022 | -0.51% Aug 13, 2025 - Aug 22, 2025 |
| #7 | -8.80% Jun 4, 2021 - Aug 11, 2021 | -0.39% Aug 5, 2025 - Aug 13, 2025 |
| #8 | -8.49% Jan 14, 2021 - Feb 16, 2021 | -0.36% Aug 28, 2025 - Sep 3, 2025 |
| #9 | -7.94% Nov 29, 2024 - Jan 27, 2025 | -0.23% Feb 10, 2026 - Feb 12, 2026 |
| #10 | -7.45% Jul 30, 2024 - Aug 23, 2024 | -0.21% Jun 26, 2025 - Jun 30, 2025 |
| #11 | -7.09% Aug 12, 2021 - Oct 8, 2021 | -0.20% Oct 22, 2025 - Oct 27, 2025 |
| #12 | -6.54% Jan 13, 2022 - Feb 9, 2022 | -0.16% Feb 13, 2026 - Feb 23, 2026 |
| #13 | -6.53% Mar 28, 2024 - May 8, 2024 | -0.14% Jun 24, 2025 - Jun 26, 2025 |
| #14 | -6.31% Mar 1, 2017 - Jun 13, 2017 | -0.14% Sep 8, 2025 - Sep 10, 2025 |
| #15 | -5.61% Sep 18, 2025 - Nov 11, 2025 | -0.13% Aug 22, 2025 - Aug 26, 2025 |
Correlation
Correlation between DFNL and BDBT is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.57
-101
Dividend Comparison (2017 - 2026)
DFNL vs BDBT dividend yield comparison.
| Year | DFNL | BDBT |
|---|---|---|
| 2026 | 0.00% | 2.31% |
| 2025 | 1.37% | 2.21% |
| 2024 | 2.19% | 0.00% |
| 2023 | 2.33% | 0.00% |
| 2022 | 3.34% | 0.00% |
| 2021 | 2.45% | 0.00% |
| 2020 | 1.45% | 0.00% |
| 2019 | 2.52% | 0.00% |
| 2018 | 3.12% | 0.00% |
| 2017 | 1.10% | 0.00% |
Select Stocks to Compare
Popular: DFNL vs SPYBDBT vs SPY
More Comparisons
Compare with similar stocks