DMBS vs VUSE

Comparison between DOUBLELINE MORTGAGE ETF (DMBS, ETF) and VIDENT U.S. EQUITY STRATEGY ETF (VUSE, ETF).

DMBS vs VUSE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DMBS(ETF)	VUSE(ETF)
Net Assets	$690M	$689M
Expense Ratio	0.39%	0.50%
Max Drawdown	9.85%	45.51%
Sharpe Ratio	0.61	1.13
5Y Beta	0.04	0.93
P/E Ratio	N/A	26.82
Forward P/E	N/A	20.84
PEG Ratio	N/A	0.37
5Y Dividends CAGR	N/A	-7.60%
5Y EPS CAGR	N/A	27.09%
Debt to Equity	N/A	83.61%

Net Assets

Winner

DMBS

$690M

VUSE

$689M

Expense Ratio

Winner

DMBS

0.39%

VUSE

0.50%

Max Drawdown

Winner

DMBS

9.85%

VUSE

45.51%

Sharpe Ratio

DMBS

0.61

Winner

VUSE

1.13

5Y Beta

Winner

DMBS

0.04

VUSE

0.93

P/E Ratio

DMBS

N/A

VUSE

26.82

Forward P/E

DMBS

N/A

VUSE

20.84

PEG Ratio

DMBS

N/A

VUSE

0.37

5Y Dividends CAGR

DMBS

N/A

VUSE

-7.60%

5Y EPS CAGR

DMBS

N/A

VUSE

27.09%

Debt to Equity

DMBS

N/A

VUSE

83.61%

DMBS vs VUSE - Historical Returns

Returns include dividend reinvestment.

Period	DMBS	VUSE
1 month	+1.49%	+3.63%
3 months	+0.15%	+13.19%
6 months	+0.77%	+10.14%
1 year	+6.29%	+19.85%
5 years(CAGR)	N/A	+12.30%
10 years(CAGR)	N/A	+12.56%
Max(CAGR)	+3.94%	+10.29%

DMBS

+1.49%

Winner

VUSE

+3.63%

DMBS

+0.15%

Winner

VUSE

+13.19%

DMBS

+0.77%

Winner

VUSE

+10.14%

DMBS

+6.29%

Winner

VUSE

+19.85%

5Y(CAGR)

DMBS

N/A

VUSE

+12.30%

10Y(CAGR)

DMBS

N/A

VUSE

+12.56%

Max(CAGR)

DMBS

+3.94%

Winner

VUSE

+10.29%

DMBS vs VUSE - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	DMBS	VUSE
2026	+1.02%	+9.74%
2025	+8.59%	+13.18%
2024	+2.75%	+17.02%
2023	+1.31%	+24.78%
2022	N/A	-9.94%
2021	N/A	+37.02%
2020	N/A	+6.32%
2019	N/A	+19.64%
2018	N/A	-16.11%
2017	N/A	+15.59%
2016	N/A	+20.66%
2015	N/A	-5.69%
2014	N/A	+8.33%

DMBS vs VUSE Drawdown Comparison

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

The maximum drawdown for VUSE was -43.92%, occurring on Mar 23, 2020. Recovery took 571 trading sessions.

The current DMBS drawdown is -1.27%. The current VUSE drawdown is -0.73%.

Rank	DMBS	VUSE
#1	-8.13% Apr 5, 2023 - Dec 14, 2023	-43.92% Aug 29, 2018 - Dec 4, 2020
#2	-4.88% Sep 16, 2024 - Apr 3, 2025	-21.34% Jan 4, 2022 - Jun 13, 2023
#3	-4.17% Dec 27, 2023 - Jul 11, 2024	-20.42% Jun 23, 2015 - Nov 14, 2016
#4	-3.20% Feb 27, 2026 - May 19, 2026	-18.92% Feb 13, 2025 - Jun 30, 2025
#5	-3.09% Apr 4, 2025 - Jun 26, 2025	-10.13% Jan 26, 2018 - Aug 21, 2018
#6	-1.16% Jul 1, 2025 - Aug 1, 2025	-9.28% Jan 12, 2026 - Apr 17, 2026
#7	-1.04% Aug 2, 2024 - Aug 21, 2024	-9.19% Jun 8, 2021 - Nov 3, 2021
#8	-0.91% Sep 15, 2025 - Oct 14, 2025	-9.04% Jul 31, 2023 - Dec 11, 2023
#9	-0.85% Oct 28, 2025 - Nov 25, 2025	-8.96% Sep 2, 2014 - Nov 21, 2014
#10	-0.78% Nov 26, 2025 - Dec 18, 2025	-8.09% Jul 16, 2024 - Sep 19, 2024
#11	-0.63% Jul 17, 2024 - Jul 29, 2024	-7.63% Nov 15, 2021 - Jan 4, 2022
#12	-0.62% Jan 14, 2026 - Feb 5, 2026	-6.76% Oct 27, 2025 - Jan 12, 2026
#13	-0.50% Dec 14, 2023 - Dec 20, 2023	-6.25% Jan 22, 2014 - Feb 27, 2014
#14	-0.44% Aug 27, 2024 - Sep 4, 2024	-6.06% Dec 6, 2024 - Feb 6, 2025
#15	-0.42% Aug 13, 2025 - Aug 22, 2025	-5.70% Mar 28, 2024 - Jul 2, 2024

Correlation

Correlation between DMBS and VUSE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2014 - 2026)

DMBS vs VUSE dividend yield comparison.

Year	DMBS	VUSE
2026	2.17%	0.20%
2025	4.96%	0.47%
2024	4.97%	0.84%
2023	2.82%	1.15%
2022	0.00%	1.57%
2021	0.00%	1.16%
2020	0.00%	1.33%
2019	0.00%	1.61%
2018	0.00%	1.55%
2017	0.00%	1.16%
2016	0.00%	1.25%
2015	0.00%	1.73%
2014	0.00%	1.29%