POWR vs DBL

Comparison between ISHARES U.S. POWER INFRASTRUCTURE ETF (POWR, ETF) and DoubleLine Opportunistic Credit Fund (DBL, ETF).

5-Year PerformancePOWR has outperformed DBL, delivering a return of +14.7% compared to +2.1%

POWR vs DBL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	POWR(ETF)	DBL(ETF)
Net Assets	$290M	$289M
Expense Ratio	0.40%	N/A
Max Drawdown	72.09%	50.83%
Sharpe Ratio	1.35	-0.47
5Y Beta	0.68	0.17
P/E Ratio	22.04	N/A
Forward P/E	19.41	N/A
PEG Ratio	0.45	N/A
5Y Dividends CAGR	29.09%	-4.68%
5Y EPS CAGR	16.26%	N/A
Debt to Equity	83.72%	N/A
P/S Ratio	3.16	N/A
P/B Ratio	2.89	N/A

Net Assets

Winner

POWR

$290M

DBL

$289M

Expense Ratio

POWR

0.40%

DBL

N/A

Max Drawdown

POWR

72.09%

Winner

DBL

50.83%

Sharpe Ratio

Winner

POWR

1.35

DBL

-0.47

5Y Beta

POWR

0.68

Winner

DBL

0.17

P/E Ratio

POWR

22.04

DBL

N/A

Forward P/E

POWR

19.41

DBL

N/A

PEG Ratio

POWR

0.45

DBL

N/A

5Y Dividends CAGR

Winner

POWR

29.09%

DBL

-4.68%

5Y EPS CAGR

POWR

16.26%

DBL

N/A

Debt to Equity

POWR

83.72%

DBL

N/A

P/S Ratio

POWR

3.16

DBL

N/A

P/B Ratio

POWR

2.89

DBL

N/A

POWR vs DBL - Historical Returns

Returns include dividend reinvestment.

Period	POWR	DBL
1 month	-3.54%	+0.07%
3 months	+4.87%	-0.40%
6 months	+13.08%	-2.00%
1 year	+28.17%	-0.13%
5 years(CAGR)	+14.68%	+2.07%
10 years(CAGR)	+8.36%	+2.36%
Max(CAGR)	+4.36%	+4.53%

POWR

-3.54%

Winner

DBL

+0.07%

Winner

POWR

+4.87%

DBL

-0.40%

Winner

POWR

+13.08%

DBL

-2.00%

Winner

POWR

+28.17%

DBL

-0.13%

5Y(CAGR)

Winner

POWR

+14.68%

DBL

+2.07%

10Y(CAGR)

Winner

POWR

+8.36%

DBL

+2.36%

Max(CAGR)

POWR

+4.36%

Winner

DBL

+4.53%

POWR vs DBL - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	POWR	DBL
2026	+13.91%	-1.93%
2025	+9.62%	+7.08%
2024	-2.08%	+10.67%
2023	+7.60%	+12.59%
2022	+39.06%	-14.98%
2021	+41.27%	+5.85%
2020	-28.88%	+4.27%
2019	+6.62%	+15.02%
2018	-12.61%	-6.48%
2017	+8.23%	+4.42%
2016	+28.23%	-2.09%
2015	-21.79%	+12.98%
2014	-14.48%	+22.63%
2013	+12.85%	-10.37%
2012	-4.91%	+12.82%

POWR vs DBL Drawdown Comparison

The maximum drawdown for POWR was -65.97%, occurring on Mar 18, 2020. Recovery took 1952 trading sessions.

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

The current POWR drawdown is -3.54%. The current DBL drawdown is -3.12%.

Rank	POWR	DBL
#1	-65.97% Jun 23, 2014 - Mar 23, 2022	-26.44% Jan 22, 2020 - Dec 30, 2020
#2	-25.07% Jun 8, 2022 - Nov 15, 2022	-24.54% Oct 14, 2021 - Aug 2, 2024
#3	-23.12% Apr 10, 2024 - Feb 3, 2026	-21.29% May 10, 2013 - Nov 25, 2014
#4	-20.95% Feb 27, 2012 - Oct 22, 2013	-19.89% Jul 3, 2017 - Jan 22, 2020
#5	-15.40% Nov 15, 2022 - Aug 11, 2023	-15.86% Sep 8, 2016 - Jul 3, 2017
#6	-10.13% Sep 14, 2023 - Mar 14, 2024	-10.90% Feb 3, 2015 - Oct 7, 2015
#7	-8.73% Dec 31, 2013 - Apr 2, 2014	-6.67% May 12, 2016 - Jun 7, 2016
#8	-8.41% Apr 20, 2022 - May 4, 2022	-5.96% Nov 5, 2015 - Dec 7, 2015
#9	-7.44% May 6, 2022 - May 17, 2022	-5.72% Oct 22, 2025 - Mar 30, 2026
#10	-4.29% May 5, 2026 - May 19, 2026	-4.78% Feb 21, 2012 - Apr 26, 2012
#11	-4.28% Nov 22, 2013 - Dec 31, 2013	-4.76% Sep 18, 2024 - Jan 15, 2025
#12	-4.20% Feb 24, 2026 - Apr 9, 2026	-4.69% Oct 4, 2012 - Dec 12, 2012
#13	-3.73% Nov 4, 2013 - Nov 15, 2013	-3.97% Apr 26, 2012 - Jun 4, 2012
#14	-3.01% Aug 11, 2023 - Aug 30, 2023	-3.94% Dec 17, 2015 - Feb 5, 2016
#15	-2.51% Mar 25, 2022 - Apr 8, 2022	-3.82% Jun 27, 2016 - Jul 22, 2016

Correlation

Correlation between POWR and DBL is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46

-101

Dividend Comparison (2012 - 2026)

POWR vs DBL dividend yield comparison.

Year	POWR	DBL
2026	0.28%	3.83%
2025	7.56%	8.66%
2024	4.36%	8.52%
2023	4.16%	8.60%
2022	4.82%	8.89%
2021	3.94%	7.17%
2020	3.96%	8.69%
2019	5.71%	6.83%
2018	3.17%	10.27%
2017	3.11%	9.03%
2016	2.75%	8.68%
2015	3.42%	9.35%
2014	2.44%	10.14%
2013	2.46%	8.98%
2012	2.56%	7.34%