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DSL vs UTES

Comparison between Doubleline Income Solutions Fund (DSL, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).

5-Year PerformanceUTES has outperformed DSL, delivering a return of +12.4% compared to +1.2%

DSL vs UTES - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DSL
$1.30B
UTES
$1.30B
Expense Ratio
DSL
N/A
UTES
0.49%
Max Drawdown
DSL
59.48%
Winner
UTES
35.71%
Sharpe Ratio
DSL
-0.64
Winner
UTES
-0.35
5Y Beta
Winner
DSL
0.39
UTES
0.69
P/E Ratio
DSL
N/A
UTES
26.04
Forward P/E
DSL
N/A
UTES
18.60
PEG Ratio
DSL
N/A
UTES
1.13
5Y Dividends CAGR
DSL
-1.89%
Winner
UTES
1.74%
5Y EPS CAGR
DSL
N/A
UTES
6.05%
Debt to Equity
DSL
N/A
UTES
220.07%
P/S Ratio
DSL
N/A
UTES
2.87
P/B Ratio
DSL
N/A
UTES
2.91

DSL vs UTES - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DSL
-1.31%
UTES
-7.31%
3M
Winner
DSL
+0.17%
UTES
-7.44%
6M
Winner
DSL
-2.97%
UTES
-10.61%
1Y
Winner
DSL
-3.17%
UTES
-5.20%
5Y(CAGR)
DSL
+1.23%
Winner
UTES
+12.43%
10Y(CAGR)
DSL
+4.59%
Winner
UTES
+11.52%
Max(CAGR)
DSL
+3.76%
Winner
UTES
+12.90%

DSL vs UTES - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearDSLUTES
2026+1.64%-7.47%
2025-0.86%+22.66%
2024+14.55%+43.95%
2023+19.89%-1.97%
2022-23.18%+1.90%
2021+7.32%+23.82%
2020-6.88%+1.59%
2019+21.97%+27.65%
2018-7.39%+6.28%
2017+16.11%+14.80%
2016+28.10%+16.95%
2015-10.10%+5.54%
2014+2.65%N/A
2013-11.37%N/A

DSL vs UTES Drawdown Comparison

The maximum drawdown for DSL was -49.49%, occurring on Mar 18, 2020. Recovery took 417 trading sessions.

The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.

The current DSL drawdown is -6.46%. The current UTES drawdown is -14.38%.

RankDSLUTES
#1-49.49%
Feb 12, 2020 - Oct 7, 2021
-35.37%
Feb 18, 2020 - Apr 20, 2021
#2-34.19%
Oct 8, 2021 - Aug 19, 2024
-20.39%
Sep 12, 2022 - Apr 25, 2024
#3-24.13%
May 9, 2013 - Jul 8, 2016
-17.62%
Jan 24, 2025 - May 19, 2025
#4-17.94%
Oct 2, 2018 - Feb 11, 2019
-15.99%
Apr 8, 2022 - Aug 12, 2022
#5-12.61%
Feb 28, 2025 - Aug 8, 2025
-14.38%
Oct 15, 2025 - Aug 21, 2026
#6-11.15%
Sep 11, 2025 - Mar 27, 2026
-13.20%
Nov 27, 2017 - Jul 6, 2018
#7-7.79%
Sep 8, 2016 - Dec 28, 2016
-12.43%
Jul 6, 2016 - Mar 24, 2017
#8-6.55%
Aug 8, 2019 - Jan 7, 2020
-10.42%
Nov 26, 2024 - Jan 16, 2025
#9-6.41%
Oct 17, 2017 - Jun 6, 2018
-9.80%
Dec 31, 2021 - Mar 24, 2022
#10-5.87%
Aug 2, 2017 - Sep 25, 2017
-8.97%
Dec 13, 2018 - Feb 21, 2019
#11-4.86%
Sep 24, 2024 - Dec 2, 2024
-8.59%
Sep 2, 2021 - Dec 6, 2021
#12-4.47%
May 16, 2019 - Jun 10, 2019
-7.78%
Oct 4, 2024 - Nov 18, 2024
#13-4.08%
Feb 28, 2017 - Apr 4, 2017
-6.74%
Aug 4, 2025 - Oct 1, 2025
#14-3.94%
Dec 6, 2024 - Feb 7, 2025
-6.63%
Sep 30, 2019 - Jan 15, 2020
#15-2.74%
Jul 29, 2016 - Aug 17, 2016
-6.45%
May 31, 2024 - Aug 15, 2024

Correlation

Correlation between DSL and UTES is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (2013 - 2026)

DSL vs UTES dividend yield comparison.

YearDSLUTES
20268.35%0.77%
202511.71%1.42%
202411.38%1.51%
202310.78%2.44%
202213.67%2.13%
202110.74%1.94%
202010.69%2.09%
20199.33%1.84%
201810.39%2.09%
20179.11%3.44%
20169.53%3.53%
201511.63%0.61%
20149.56%0.00%
20134.98%0.00%

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