SRLN vs DSI
Comparison between SPDR BLACKSTONE SENIOR LOAN ETF (SRLN, ETF) and ISHARES MSCI KLD 400 SOCIAL ETF (DSI, ETF).
5-Year PerformanceDSI has outperformed SRLN, delivering a return of +13.8% compared to +4.8%
SRLN vs DSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SRLN vs DSI - Historical Returns
Returns include dividend reinvestment.
SRLN vs DSI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | SRLN | DSI |
|---|---|---|
| 2026 | +0.59% | +9.06% |
| 2025 | +6.72% | +18.27% |
| 2024 | +8.43% | +23.16% |
| 2023 | +10.96% | +28.81% |
| 2022 | -5.37% | -22.06% |
| 2021 | +4.66% | +33.05% |
| 2020 | +2.94% | +19.83% |
| 2019 | +9.95% | +31.24% |
| 2018 | -0.82% | -4.65% |
| 2017 | +3.37% | +19.92% |
| 2016 | +7.14% | +12.30% |
| 2015 | -1.15% | +0.37% |
| 2014 | +1.01% | +13.49% |
| 2013 | +1.80% | +32.39% |
| 2012 | N/A | +11.24% |
| 2011 | N/A | +0.54% |
| 2010 | N/A | +9.95% |
| 2009 | N/A | +27.31% |
| 2008 | N/A | -33.72% |
| 2007 | N/A | +3.37% |
| 2006 | N/A | +1.39% |
SRLN vs DSI Drawdown Comparison
The maximum drawdown for SRLN was -22.29%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.
The maximum drawdown for DSI was -54.23%, occurring on Mar 6, 2009. Recovery took 1117 trading sessions.
The current SRLN drawdown is -0.07%. The current DSI drawdown is -0.40%.
| Rank | SRLN | DSI |
|---|---|---|
| #1 | -22.29% Feb 19, 2020 - Nov 9, 2020 | -54.23% Oct 11, 2007 - Mar 19, 2012 |
| #2 | -7.93% Jan 14, 2022 - Jul 12, 2023 | -34.10% Feb 19, 2020 - Aug 12, 2020 |
| #3 | -5.58% Jul 16, 2015 - Aug 10, 2016 | -28.35% Dec 29, 2021 - Dec 26, 2023 |
| #4 | -4.61% Oct 16, 2018 - Feb 25, 2019 | -20.57% Jan 23, 2025 - Jun 27, 2025 |
| #5 | -4.26% Feb 18, 2025 - May 12, 2025 | -18.31% Sep 20, 2018 - Apr 1, 2019 |
| #6 | -3.26% Jan 9, 2026 - May 1, 2026 | -13.12% May 21, 2015 - Apr 18, 2016 |
| #7 | -2.71% Nov 28, 2014 - Feb 12, 2015 | -11.05% Jan 28, 2026 - Apr 17, 2026 |
| #8 | -1.87% Sep 5, 2014 - Nov 25, 2014 | -10.30% Jan 26, 2018 - Jul 25, 2018 |
| #9 | -1.36% Jul 22, 2024 - Aug 16, 2024 | -10.08% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -1.31% Nov 11, 2021 - Dec 23, 2021 | -9.61% Jul 13, 2007 - Oct 5, 2007 |
| #11 | -1.21% Aug 1, 2019 - Sep 10, 2019 | -9.49% Sep 2, 2020 - Nov 13, 2020 |
| #12 | -1.19% May 9, 2013 - Jul 23, 2013 | -9.17% Jul 16, 2024 - Sep 19, 2024 |
| #13 | -1.16% May 3, 2019 - Jul 17, 2019 | -7.33% Sep 18, 2014 - Oct 31, 2014 |
| #14 | -1.14% Feb 27, 2019 - Apr 5, 2019 | -6.99% Apr 29, 2019 - Jun 20, 2019 |
| #15 | -1.10% Sep 20, 2019 - Nov 15, 2019 | -6.49% Mar 28, 2024 - May 15, 2024 |
Correlation
Correlation between SRLN and DSI is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
SRLN vs DSI dividend yield comparison.
| Year | SRLN | DSI |
|---|---|---|
| 2026 | 2.33% | 0.22% |
| 2025 | 7.67% | 0.92% |
| 2024 | 8.58% | 1.03% |
| 2023 | 8.44% | 1.19% |
| 2022 | 5.72% | 1.39% |
| 2021 | 4.45% | 0.99% |
| 2020 | 4.91% | 1.22% |
| 2019 | 5.39% | 1.40% |
| 2018 | 4.98% | 1.63% |
| 2017 | 4.01% | 1.28% |
| 2016 | 3.94% | 1.51% |
| 2015 | 4.43% | 1.46% |
| 2014 | 3.66% | 1.26% |
| 2013 | 1.91% | 1.27% |
| 2012 | 0.00% | 1.74% |
| 2011 | 0.00% | 1.47% |
| 2010 | 0.00% | 1.33% |
| 2009 | 0.00% | 1.35% |
| 2008 | 0.00% | 1.96% |
| 2007 | 0.00% | 1.20% |
| 2006 | 0.00% | 0.20% |
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