DMBS vs KAT

Comparison between DOUBLELINE MORTGAGE ETF (DMBS, ETF) and SCHARF ETF (KAT, ETF).

DMBS vs KAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DMBS(ETF)	KAT(ETF)
Net Assets	$693M	$688M
Expense Ratio	0.39%	0.75%
Max Drawdown	9.85%	9.25%
Sharpe Ratio	0.48	-0.16
5Y Beta	0.04	0.55
P/E Ratio	N/A	25.02
Forward P/E	N/A	16.24
PEG Ratio	N/A	0.68
Debt to Equity	N/A	12.93%
P/S Ratio	N/A	1.12
P/B Ratio	N/A	3.31

Net Assets

Winner

DMBS

$693M

KAT

$688M

Expense Ratio

Winner

DMBS

0.39%

KAT

0.75%

Max Drawdown

DMBS

9.85%

Winner

KAT

9.25%

Sharpe Ratio

Winner

DMBS

0.48

KAT

-0.16

5Y Beta

Winner

DMBS

0.04

KAT

0.55

P/E Ratio

DMBS

N/A

KAT

25.02

Forward P/E

DMBS

N/A

KAT

16.24

PEG Ratio

DMBS

N/A

KAT

0.68

Debt to Equity

DMBS

N/A

KAT

12.93%

P/S Ratio

DMBS

N/A

KAT

1.12

P/B Ratio

DMBS

N/A

KAT

3.31

DMBS vs KAT - Historical Returns

Returns include dividend reinvestment.

Period	DMBS	KAT
1 month	-0.31%	-0.39%
3 months	-1.15%	-2.71%
6 months	+0.46%	+1.76%
1 year	+5.95%	N/A
Max(CAGR)	+3.73%	+1.43%

Winner

DMBS

-0.31%

KAT

-0.39%

Winner

DMBS

-1.15%

KAT

-2.71%

DMBS

+0.46%

Winner

KAT

+1.76%

DMBS

+5.95%

KAT

N/A

Max(CAGR)

Winner

DMBS

+3.73%

KAT

+1.43%

DMBS vs KAT - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	DMBS	KAT
2026	+0.25%	+0.14%
2025	+8.59%	+0.98%
2024	+2.75%	N/A
2023	+1.31%	N/A

DMBS vs KAT Drawdown Comparison

The maximum drawdown for DMBS was -8.13%, occurring on Oct 25, 2023. Recovery took 175 trading sessions.

The maximum drawdown for KAT was -9.25%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current DMBS drawdown is -2.03%. The current KAT drawdown is -5.21%.

Rank	DMBS	KAT
#1	-8.13% Apr 5, 2023 - Dec 14, 2023	-9.25% Mar 2, 2026 - Mar 27, 2026
#2	-4.88% Sep 16, 2024 - Apr 3, 2025	-7.55% Oct 6, 2025 - Feb 24, 2026
#3	-4.17% Dec 27, 2023 - Jul 11, 2024	-1.54% Sep 11, 2025 - Sep 22, 2025
#4	-3.20% Feb 27, 2026 - May 19, 2026	-1.08% Sep 22, 2025 - Sep 30, 2025
#5	-3.09% Apr 4, 2025 - Jun 26, 2025	-0.84% Aug 27, 2025 - Sep 9, 2025
#6	-1.16% Jul 1, 2025 - Aug 1, 2025	-0.37% Oct 1, 2025 - Oct 3, 2025
#7	-1.04% Aug 2, 2024 - Aug 21, 2024	-0.02% Aug 25, 2025 - Aug 27, 2025
#8	-0.91% Sep 15, 2025 - Oct 14, 2025	N/A
#9	-0.85% Oct 28, 2025 - Nov 25, 2025	N/A
#10	-0.78% Nov 26, 2025 - Dec 18, 2025	N/A
#11	-0.63% Jul 17, 2024 - Jul 29, 2024	N/A
#12	-0.62% Jan 14, 2026 - Feb 5, 2026	N/A
#13	-0.50% Dec 14, 2023 - Dec 20, 2023	N/A
#14	-0.44% Aug 27, 2024 - Sep 4, 2024	N/A
#15	-0.42% Aug 13, 2025 - Aug 22, 2025	N/A