FTSD vs DBL

Comparison between FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF (FTSD, ETF) and DoubleLine Opportunistic Credit Fund (DBL, ETF).

5-Year PerformanceFTSD has outperformed DBL, delivering a return of +2.5% compared to +2.0%

FTSD vs DBL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTSD(ETF)	DBL(ETF)
Net Assets	$288M	$288M
Expense Ratio	0.25%	N/A
Max Drawdown	11.76%	50.83%
Sharpe Ratio	0.52	-0.30
5Y Beta	-0.02	0.16
5Y Dividends CAGR	29.59%	-4.68%

Net Assets

FTSD

$288M

Winner

DBL

$288M

Expense Ratio

FTSD

0.25%

DBL

N/A

Max Drawdown

Winner

FTSD

11.76%

DBL

50.83%

Sharpe Ratio

Winner

FTSD

0.52

DBL

-0.30

5Y Beta

Winner

FTSD

-0.02

DBL

0.16

5Y Dividends CAGR

Winner

FTSD

29.59%

DBL

-4.68%

FTSD vs DBL - Historical Returns

Returns include dividend reinvestment.

Period	FTSD	DBL
1 month	+0.20%	+0.61%
3 months	+0.74%	+1.39%
6 months	+1.31%	-1.39%
1 year	+4.35%	+1.00%
5 years(CAGR)	+2.49%	+2.01%
10 years(CAGR)	+2.06%	+2.25%
Max(CAGR)	+1.79%	+4.55%

FTSD

+0.20%

Winner

DBL

+0.61%

FTSD

+0.74%

Winner

DBL

+1.39%

Winner

FTSD

+1.31%

DBL

-1.39%

Winner

FTSD

+4.35%

DBL

+1.00%

5Y(CAGR)

Winner

FTSD

+2.49%

DBL

+2.01%

10Y(CAGR)

FTSD

+2.06%

Winner

DBL

+2.25%

Max(CAGR)

FTSD

+1.79%

Winner

DBL

+4.55%

FTSD vs DBL - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	FTSD	DBL
2026	+0.96%	-1.46%
2025	+5.70%	+7.08%
2024	+5.20%	+10.67%
2023	+4.83%	+12.59%
2022	-3.10%	-14.98%
2021	-0.87%	+5.85%
2020	+3.00%	+4.27%
2019	+2.64%	+15.02%
2018	+1.64%	-6.48%
2017	+0.92%	+4.42%
2016	+0.90%	-2.09%
2015	+0.68%	+12.98%
2014	+0.77%	+22.63%
2013	+0.38%	-10.37%
2012	N/A	+12.82%

FTSD vs DBL Drawdown Comparison

The maximum drawdown for FTSD was -5.32%, occurring on Oct 20, 2022. Recovery took 718 trading sessions.

The maximum drawdown for DBL was -26.44%, occurring on Mar 18, 2020. Recovery took 238 trading sessions.

The current FTSD drawdown is -0.07%. The current DBL drawdown is -2.65%.

Rank	FTSD	DBL
#1	-5.32% Feb 5, 2021 - Dec 13, 2023	-26.44% Jan 22, 2020 - Dec 30, 2020
#2	-0.96% Mar 6, 2020 - Apr 9, 2020	-24.54% Oct 14, 2021 - Aug 2, 2024
#3	-0.93% Apr 8, 2025 - Jun 4, 2025	-21.29% May 10, 2013 - Nov 25, 2014
#4	-0.87% Oct 3, 2016 - Jan 23, 2017	-19.89% Jul 3, 2017 - Jan 22, 2020
#5	-0.86% Jun 21, 2016 - Sep 30, 2016	-15.86% Sep 8, 2016 - Jul 3, 2017
#6	-0.76% Aug 3, 2015 - Jan 29, 2016	-10.90% Feb 3, 2015 - Oct 7, 2015
#7	-0.60% May 29, 2018 - Aug 10, 2018	-6.67% May 12, 2016 - Jun 7, 2016
#8	-0.57% Jan 29, 2016 - May 13, 2016	-5.96% Nov 5, 2015 - Dec 7, 2015
#9	-0.56% Jan 23, 2015 - Apr 30, 2015	-5.72% Oct 22, 2025 - Mar 30, 2026
#10	-0.51% Dec 27, 2017 - May 23, 2018	-4.78% Feb 21, 2012 - Apr 26, 2012
#11	-0.50% Dec 31, 2018 - Feb 20, 2019	-4.76% Sep 18, 2024 - Jan 15, 2025
#12	-0.49% Feb 24, 2017 - Apr 18, 2017	-4.69% Oct 4, 2012 - Dec 12, 2012
#13	-0.46% Jul 30, 2020 - Dec 29, 2020	-3.97% Apr 26, 2012 - Jun 4, 2012
#14	-0.45% Mar 6, 2026 - Apr 6, 2026	-3.94% Dec 17, 2015 - Feb 5, 2016
#15	-0.43% Apr 4, 2024 - May 2, 2024	-3.82% Jun 27, 2016 - Jul 22, 2016

Correlation

Correlation between FTSD and DBL is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2012 - 2026)

FTSD vs DBL dividend yield comparison.

Year	FTSD	DBL
2026	1.76%	3.81%
2025	4.67%	8.66%
2024	4.75%	8.52%
2023	4.14%	8.60%
2022	1.73%	8.89%
2021	1.01%	7.17%
2020	1.54%	8.69%
2019	2.90%	6.83%
2018	2.63%	10.27%
2017	2.24%	9.03%
2016	1.92%	8.68%
2015	1.52%	9.35%
2014	1.91%	10.14%
2013	0.27%	8.98%
2012	0.00%	7.34%