DSI vs SRLN
Comparison between ISHARES ESG MSCI KLD 400 ETF (DSI, ETF) and STATE STREET(R) BLACKSTONE SENIOR LOAN ETF (SRLN, ETF).
5-Year PerformanceDSI has outperformed SRLN, delivering a return of +12.5% compared to +5.0%
DSI vs SRLN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
DSI vs SRLN - Historical Returns
Returns include dividend reinvestment.
DSI vs SRLN - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DSI | SRLN |
|---|---|---|
| 2026 | +14.24% | +2.46% |
| 2025 | +18.27% | +6.72% |
| 2024 | +23.16% | +8.43% |
| 2023 | +28.81% | +10.96% |
| 2022 | -22.06% | -5.37% |
| 2021 | +33.05% | +4.66% |
| 2020 | +19.83% | +2.94% |
| 2019 | +31.24% | +9.95% |
| 2018 | -4.65% | -0.82% |
| 2017 | +19.92% | +3.37% |
| 2016 | +12.30% | +7.14% |
| 2015 | +0.37% | -1.15% |
| 2014 | +13.49% | +1.01% |
| 2013 | +32.39% | +1.80% |
| 2012 | +11.24% | N/A |
| 2011 | +0.54% | N/A |
| 2010 | +9.95% | N/A |
| 2009 | +27.31% | N/A |
| 2008 | -33.72% | N/A |
| 2007 | +3.37% | N/A |
| 2006 | +1.39% | N/A |
DSI vs SRLN Drawdown Comparison
The maximum drawdown for DSI was -54.23%, occurring on Mar 6, 2009. Recovery took 1117 trading sessions.
The maximum drawdown for SRLN was -22.29%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.
The current DSI drawdown is -1.19%.
| Rank | DSI | SRLN |
|---|---|---|
| #1 | -54.23% Oct 11, 2007 - Mar 19, 2012 | -22.29% Feb 19, 2020 - Nov 9, 2020 |
| #2 | -34.10% Feb 19, 2020 - Aug 12, 2020 | -7.93% Jan 14, 2022 - Jul 12, 2023 |
| #3 | -28.35% Dec 29, 2021 - Dec 26, 2023 | -5.58% Jul 16, 2015 - Aug 10, 2016 |
| #4 | -20.57% Jan 23, 2025 - Jun 27, 2025 | -4.61% Oct 16, 2018 - Feb 25, 2019 |
| #5 | -18.31% Sep 20, 2018 - Apr 1, 2019 | -4.26% Feb 18, 2025 - May 12, 2025 |
| #6 | -13.12% May 21, 2015 - Apr 18, 2016 | -3.26% Jan 9, 2026 - May 1, 2026 |
| #7 | -11.05% Jan 28, 2026 - Apr 17, 2026 | -2.71% Nov 28, 2014 - Feb 12, 2015 |
| #8 | -10.30% Jan 26, 2018 - Jul 25, 2018 | -1.87% Sep 5, 2014 - Nov 25, 2014 |
| #9 | -10.08% Apr 2, 2012 - Sep 6, 2012 | -1.36% Jul 22, 2024 - Aug 16, 2024 |
| #10 | -9.61% Jul 13, 2007 - Oct 5, 2007 | -1.31% Nov 11, 2021 - Dec 23, 2021 |
| #11 | -9.49% Sep 2, 2020 - Nov 13, 2020 | -1.21% Aug 1, 2019 - Sep 10, 2019 |
| #12 | -9.17% Jul 16, 2024 - Sep 19, 2024 | -1.19% May 9, 2013 - Jul 23, 2013 |
| #13 | -7.33% Sep 18, 2014 - Oct 31, 2014 | -1.16% May 3, 2019 - Jul 17, 2019 |
| #14 | -6.99% Apr 29, 2019 - Jun 20, 2019 | -1.14% Feb 27, 2019 - Apr 5, 2019 |
| #15 | -6.49% Mar 28, 2024 - May 15, 2024 | -1.10% Sep 20, 2019 - Nov 15, 2019 |
Correlation
Correlation between DSI and SRLN is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
DSI vs SRLN dividend yield comparison.
| Year | DSI | SRLN |
|---|---|---|
| 2026 | 0.40% | 4.06% |
| 2025 | 0.92% | 7.67% |
| 2024 | 1.03% | 8.58% |
| 2023 | 1.19% | 8.44% |
| 2022 | 1.39% | 5.72% |
| 2021 | 0.99% | 4.45% |
| 2020 | 1.22% | 4.91% |
| 2019 | 1.40% | 5.39% |
| 2018 | 1.63% | 4.98% |
| 2017 | 1.28% | 4.01% |
| 2016 | 1.51% | 3.94% |
| 2015 | 1.46% | 4.43% |
| 2014 | 1.26% | 3.66% |
| 2013 | 1.27% | 1.91% |
| 2012 | 1.74% | 0.00% |
| 2011 | 1.47% | 0.00% |
| 2010 | 1.33% | 0.00% |
| 2009 | 1.35% | 0.00% |
| 2008 | 1.96% | 0.00% |
| 2007 | 1.20% | 0.00% |
| 2006 | 0.20% | 0.00% |
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