MDST vs DBL

Comparison between Westwood Salient Enhanced Midstream Income ETF (MDST, ETF) and DoubleLine Opportunistic Credit Fund (DBL, ETF).

MDST vs DBL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MDST(ETF)	DBL(ETF)
Net Assets	$287M	$288M
Expense Ratio	0.80%	N/A
Max Drawdown	16.16%	50.83%
Sharpe Ratio	1.28	-0.49
5Y Beta	0.40	0.16
P/E Ratio	21.76	N/A
Forward P/E	16.91	N/A
5Y Dividends CAGR	N/A	-5.01%
5Y EPS CAGR	15.09%	N/A
P/S Ratio	1.07	N/A
P/B Ratio	3.44	N/A

Net Assets

MDST

$287M

Winner

DBL

$288M

Expense Ratio

MDST

0.80%

DBL

N/A

Max Drawdown

Winner

MDST

16.16%

DBL

50.83%

Sharpe Ratio

Winner

MDST

1.28

DBL

-0.49

5Y Beta

MDST

0.40

Winner

DBL

0.16

P/E Ratio

MDST

21.76

DBL

N/A

Forward P/E

MDST

16.91

DBL

N/A

5Y Dividends CAGR

MDST

N/A

DBL

-5.01%

5Y EPS CAGR

MDST

15.09%

DBL

N/A

P/S Ratio

MDST

1.07

DBL

N/A

P/B Ratio

MDST

3.44

DBL

N/A

MDST vs DBL - Historical Returns

Returns include dividend reinvestment.

Period	MDST	DBL
1 month	-1.78%	+1.35%
3 months	+0.86%	+1.05%
6 months	+7.37%	-1.44%
1 year	+21.25%	+0.09%
5 years(CAGR)	N/A	+1.96%
10 years(CAGR)	N/A	+1.81%
Max(CAGR)	+18.04%	+4.50%

MDST

-1.78%

Winner

DBL

+1.35%

MDST

+0.86%

Winner

DBL

+1.05%

Winner

MDST

+7.37%

DBL

-1.44%

Winner

MDST

+21.25%

DBL

+0.09%

5Y(CAGR)

MDST

N/A

DBL

+1.96%

10Y(CAGR)

MDST

N/A

DBL

+1.81%

Max(CAGR)

Winner

MDST

+18.04%

DBL

+4.50%

MDST vs DBL - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	MDST	DBL
2026	+17.00%	-1.25%
2025	+5.61%	+7.08%
2024	+17.22%	+10.67%
2023	N/A	+12.59%
2022	N/A	-14.98%
2021	N/A	+5.85%
2020	N/A	+4.27%
2019	N/A	+15.02%
2018	N/A	-6.48%
2017	N/A	+4.42%
2016	N/A	-2.09%
2015	N/A	+12.98%
2014	N/A	+22.63%
2013	N/A	-10.37%
2012	N/A	+12.82%

MDST vs DBL Drawdown Comparison

The maximum drawdown for MDST was -14.19%, occurring on Apr 8, 2025. Recovery took 82 trading sessions.

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

The current MDST drawdown is -2.20%. The current DBL drawdown is -2.45%.

Rank	MDST	DBL
#1	-14.19% Apr 2, 2025 - Jul 31, 2025	-26.44% Jan 22, 2020 - Dec 30, 2020
#2	-7.50% Jan 21, 2025 - Apr 2, 2025	-24.54% Oct 14, 2021 - Aug 2, 2024
#3	-7.20% Nov 29, 2024 - Jan 14, 2025	-21.29% May 10, 2013 - Nov 25, 2014
#4	-6.75% Jul 31, 2025 - Dec 4, 2025	-19.89% Jul 3, 2017 - Jan 22, 2020
#5	-4.99% May 19, 2026 - Jul 14, 2026	-15.86% Sep 8, 2016 - Jul 3, 2017
#6	-4.30% Mar 27, 2026 - Apr 30, 2026	-10.90% Feb 3, 2015 - Oct 7, 2015
#7	-4.21% Jul 22, 2024 - Aug 19, 2024	-6.67% May 12, 2016 - Jun 7, 2016
#8	-4.08% Jul 23, 2026 - Aug 18, 2026	-5.96% Nov 5, 2015 - Dec 7, 2015
#9	-3.67% Apr 9, 2024 - Apr 25, 2024	-5.72% Oct 22, 2025 - Mar 30, 2026
#10	-3.16% May 4, 2026 - May 13, 2026	-4.78% Feb 21, 2012 - Apr 26, 2012
#11	-3.11% Dec 4, 2025 - Jan 2, 2026	-4.76% Sep 18, 2024 - Jan 15, 2025
#12	-3.01% May 20, 2024 - Jun 24, 2024	-4.69% Oct 4, 2012 - Dec 12, 2012
#13	-2.73% Jan 2, 2026 - Jan 16, 2026	-3.97% Apr 26, 2012 - Jun 4, 2012
#14	-2.67% Sep 23, 2024 - Oct 3, 2024	-3.94% Dec 17, 2015 - Feb 5, 2016
#15	-2.35% Aug 30, 2024 - Sep 16, 2024	-3.82% Jun 27, 2016 - Jul 22, 2016

Correlation

Correlation between MDST and DBL is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2012 - 2026)

MDST vs DBL dividend yield comparison.

Year	MDST	DBL
2026	6.14%	6.22%
2025	10.22%	8.66%
2024	6.60%	8.52%
2023	0.00%	8.60%
2022	0.00%	8.89%
2021	0.00%	7.17%
2020	0.00%	8.69%
2019	0.00%	6.83%
2018	0.00%	10.27%
2017	0.00%	9.03%
2016	0.00%	8.68%
2015	0.00%	9.35%
2014	0.00%	10.14%
2013	0.00%	8.98%
2012	0.00%	7.34%