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LDRT vs DMX

Comparison between ISHARES IBONDS 1-5 YEAR TREASURY LADDER ETF (LDRT, ETF) and DOUBLELINE MULTI-SECTOR INCOME ETF (DMX, ETF).

LDRT vs DMX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
LDRT
$86M
DMX
$86M
Expense Ratio
Winner
LDRT
0.07%
DMX
0.50%
Max Drawdown
Winner
LDRT
2.19%
DMX
3.86%
Sharpe Ratio
LDRT
-0.04
Winner
DMX
1.04
5Y Beta
Winner
LDRT
-0.02
DMX
0.13

LDRT vs DMX - Historical Returns

Returns include dividend reinvestment.

1M
LDRT
-0.04%
Winner
DMX
+0.23%
3M
LDRT
-0.29%
Winner
DMX
+0.72%
6M
LDRT
+0.90%
Winner
DMX
+1.86%
1Y
LDRT
+3.53%
Winner
DMX
+6.28%
Max(CAGR)
LDRT
+4.20%
Winner
DMX
+5.62%

LDRT vs DMX - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearLDRTDMX
2026+0.52%+1.27%
2025+5.49%+7.20%
2024+0.44%-0.04%

LDRT vs DMX Drawdown Comparison

The maximum drawdown for LDRT was -1.11%, occurring on Mar 26, 2026. This drawdown has not yet recovered.

The maximum drawdown for DMX was -2.65%, occurring on Apr 8, 2025. Recovery took 49 trading sessions.

The current LDRT drawdown is -0.62%. The current DMX drawdown is -0.31%.

RankLDRTDMX
#1-1.11%
Feb 27, 2026 - Mar 26, 2026
-2.65%
Mar 3, 2025 - May 12, 2025
#2-0.81%
Nov 24, 2025 - Feb 12, 2026
-1.28%
Feb 18, 2026 - Apr 14, 2026
#3-0.80%
Sep 19, 2025 - Oct 28, 2025
-0.63%
Oct 2, 2025 - Oct 20, 2025
#4-0.78%
Apr 30, 2025 - Jun 23, 2025
-0.55%
Dec 6, 2024 - Jan 15, 2025
#5-0.78%
Mar 10, 2025 - Apr 1, 2025
-0.48%
Apr 17, 2026 - May 26, 2026
#6-0.75%
Apr 4, 2025 - Apr 28, 2025
-0.46%
Jan 16, 2025 - Feb 5, 2025
#7-0.64%
Jun 27, 2025 - Jul 22, 2025
-0.45%
Sep 4, 2025 - Oct 2, 2025
#8-0.64%
Feb 10, 2025 - Feb 24, 2025
-0.38%
Oct 27, 2025 - Nov 11, 2025
#9-0.60%
Dec 6, 2024 - Jan 21, 2025
-0.38%
Nov 11, 2025 - Nov 24, 2025
#10-0.55%
Sep 3, 2025 - Sep 9, 2025
-0.31%
May 26, 2026 - Jun 5, 2026
#11-0.55%
Sep 9, 2025 - Sep 19, 2025
-0.30%
Feb 2, 2026 - Feb 10, 2026
#12-0.45%
Oct 28, 2025 - Nov 13, 2025
-0.30%
Oct 20, 2025 - Oct 27, 2025
#13-0.33%
Jan 21, 2025 - Jan 28, 2025
-0.27%
May 16, 2025 - May 27, 2025
#14-0.30%
Jul 22, 2025 - Aug 1, 2025
-0.23%
Jul 3, 2025 - Jul 16, 2025
#15-0.27%
Apr 1, 2025 - Apr 3, 2025
-0.23%
Aug 18, 2025 - Aug 22, 2025

Correlation

Correlation between LDRT and DMX is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2024 - 2026)

LDRT vs DMX dividend yield comparison.

YearLDRTDMX
20261.85%2.37%
20253.86%5.96%
20240.69%0.42%

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