IGE vs DBND

Comparison between ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF) and DOUBLELINE OPPORTUNISTIC CORE BOND ETF (DBND, ETF).

IGE vs DBND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGE(ETF)	DBND(ETF)
Net Assets	$747M	$744M
Expense Ratio	0.37%	0.45%
Max Drawdown	73.46%	13.66%
Sharpe Ratio	2.24	-0.49
5Y Beta	0.63	0.02
P/E Ratio	19.05	N/A
Forward P/E	14.55	N/A
5Y Dividends CAGR	7.99%	N/A
5Y EPS CAGR	25.90%	N/A
Debt to Equity	39.97%	N/A
P/S Ratio	1.78	N/A
P/B Ratio	2.51	N/A

Net Assets

Winner

IGE

$747M

DBND

$744M

Expense Ratio

Winner

IGE

0.37%

DBND

0.45%

Max Drawdown

IGE

73.46%

Winner

DBND

13.66%

Sharpe Ratio

Winner

IGE

2.24

DBND

-0.49

5Y Beta

IGE

0.63

Winner

DBND

0.02

P/E Ratio

IGE

19.05

DBND

N/A

Forward P/E

IGE

14.55

DBND

N/A

5Y Dividends CAGR

IGE

7.99%

DBND

N/A

5Y EPS CAGR

IGE

25.90%

DBND

N/A

Debt to Equity

IGE

39.97%

DBND

N/A

P/S Ratio

IGE

1.78

DBND

N/A

P/B Ratio

IGE

2.51

DBND

N/A

IGE vs DBND - Historical Returns

Returns include dividend reinvestment.

Period	IGE	DBND
1 month	+11.93%	+0.16%
3 months	+8.53%	+0.33%
6 months	+9.84%	-1.52%
1 year	+47.71%	+2.36%
5 years(CAGR)	+22.99%	+2.27%
10 years(CAGR)	+10.07%	N/A
Max(CAGR)	+8.37%	+2.27%

Winner

IGE

+11.93%

DBND

+0.16%

Winner

IGE

+8.53%

DBND

+0.33%

Winner

IGE

+9.84%

DBND

-1.52%

Winner

IGE

+47.71%

DBND

+2.36%

5Y(CAGR)

Winner

IGE

+22.99%

DBND

+2.27%

10Y(CAGR)

IGE

+10.07%

DBND

N/A

Max(CAGR)

Winner

IGE

+8.37%

DBND

+2.27%

IGE vs DBND - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IGE	DBND
2026	+31.08%	-0.28%
2025	+18.87%	+7.29%
2024	+7.10%	+3.42%
2023	+6.22%	+5.92%
2022	+31.15%	-5.94%
2021	+38.01%	N/A
2020	-19.74%	N/A
2019	+15.24%	N/A
2018	-23.01%	N/A
2017	-0.50%	N/A
2016	+30.28%	N/A
2015	-24.89%	N/A
2014	-9.16%	N/A
2013	+13.43%	N/A
2012	-1.17%	N/A
2011	-8.30%	N/A
2010	+19.38%	N/A
2009	+30.69%	N/A
2008	-43.73%	N/A
2007	+38.51%	N/A
2006	+11.89%	N/A
2005	+40.03%	N/A
2004	+24.17%	N/A
2003	+30.72%	N/A
2002	-13.54%	N/A
2001	+5.48%	N/A

IGE vs DBND Drawdown Comparison

The maximum drawdown for IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.

The maximum drawdown for DBND was -9.39%, occurring on Oct 24, 2022. Recovery took 434 trading sessions.

The current DBND drawdown is -1.93%.

Rank	IGE	DBND
#1	-67.55% Jul 3, 2014 - Mar 10, 2022	-9.39% Apr 5, 2022 - Dec 27, 2023
#2	-61.55% May 20, 2008 - Jun 12, 2014	-4.11% Sep 16, 2024 - Apr 3, 2025
#3	-31.20% Apr 2, 2002 - Dec 17, 2003	-3.16% Feb 1, 2024 - Jun 13, 2024
#4	-25.68% Jun 7, 2022 - Mar 13, 2024	-2.83% Feb 27, 2026 - May 19, 2026
#5	-19.49% Nov 22, 2024 - Aug 27, 2025	-2.27% Apr 4, 2025 - Jun 24, 2025
#6	-18.06% May 10, 2006 - Mar 29, 2007	-1.75% Jun 18, 2024 - Jul 12, 2024
#7	-16.15% Jan 3, 2008 - Apr 16, 2008	-1.64% Dec 27, 2023 - Feb 1, 2024
#8	-14.70% Sep 29, 2005 - Jan 4, 2006	-1.05% Jul 17, 2024 - Jul 30, 2024
#9	-14.26% Mar 4, 2005 - Jun 17, 2005	-1.05% Jun 30, 2025 - Aug 1, 2025
#10	-13.77% Jul 19, 2007 - Sep 20, 2007	-0.91% Oct 28, 2025 - Nov 25, 2025
#11	-11.54% Mar 2, 2026 - Aug 11, 2026	-0.90% Aug 2, 2024 - Aug 20, 2024
#12	-11.17% Jan 31, 2006 - Apr 17, 2006	-0.74% Nov 26, 2025 - Dec 29, 2025
#13	-9.92% Nov 6, 2007 - Dec 28, 2007	-0.60% Sep 16, 2025 - Oct 13, 2025
#14	-9.49% Apr 20, 2022 - May 26, 2022	-0.56% Jan 14, 2026 - Feb 5, 2026
#15	-8.96% Apr 5, 2024 - Oct 4, 2024	-0.43% Aug 13, 2025 - Aug 22, 2025

Correlation

Correlation between IGE and DBND is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2001 - 2026)

IGE vs DBND dividend yield comparison.

Year	IGE	DBND
2026	0.80%	2.79%
2025	2.32%	4.78%
2024	2.54%	5.19%
2023	2.85%	4.39%
2022	2.96%	2.74%
2021	2.92%	0.00%
2020	3.34%	0.00%
2019	5.55%	0.00%
2018	2.68%	0.00%
2017	2.11%	0.00%
2016	1.66%	0.00%
2015	3.08%	0.00%
2014	1.83%	0.00%
2013	1.50%	0.00%
2012	1.56%	0.00%
2011	1.19%	0.00%
2010	1.38%	0.00%
2009	1.05%	0.00%
2008	1.36%	0.00%
2007	0.81%	0.00%
2006	1.14%	0.00%
2005	0.97%	0.00%
2004	1.09%	0.00%
2003	1.38%	0.00%
2002	1.71%	0.00%
2001	0.39%	0.00%