VUSE vs DMBS

Comparison between VIDENT U.S. EQUITY STRATEGY ETF (VUSE, ETF) and DOUBLELINE MORTGAGE ETF (DMBS, ETF).

VUSE vs DMBS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VUSE(ETF)	DMBS(ETF)
Net Assets	$689M	$690M
Expense Ratio	0.50%	0.39%
Max Drawdown	45.51%	9.85%
Sharpe Ratio	1.13	0.61
5Y Beta	0.93	0.04
P/E Ratio	26.82	N/A
Forward P/E	20.84	N/A
PEG Ratio	0.37	N/A
5Y Dividends CAGR	-7.60%	N/A
5Y EPS CAGR	27.09%	N/A
Debt to Equity	83.61%	N/A

Net Assets

VUSE

$689M

Winner

DMBS

$690M

Expense Ratio

VUSE

0.50%

Winner

DMBS

0.39%

Max Drawdown

VUSE

45.51%

Winner

DMBS

9.85%

Sharpe Ratio

Winner

VUSE

1.13

DMBS

0.61

5Y Beta

VUSE

0.93

Winner

DMBS

0.04

P/E Ratio

VUSE

26.82

DMBS

N/A

Forward P/E

VUSE

20.84

DMBS

N/A

PEG Ratio

VUSE

0.37

DMBS

N/A

5Y Dividends CAGR

VUSE

-7.60%

DMBS

N/A

5Y EPS CAGR

VUSE

27.09%

DMBS

N/A

Debt to Equity

VUSE

83.61%

DMBS

N/A

VUSE vs DMBS - Historical Returns

Returns include dividend reinvestment.

Period	VUSE	DMBS
1 month	+3.63%	+1.49%
3 months	+13.19%	+0.15%
6 months	+10.14%	+0.77%
1 year	+19.85%	+6.29%
5 years(CAGR)	+12.30%	N/A
10 years(CAGR)	+12.56%	N/A
Max(CAGR)	+10.29%	+3.94%

Winner

VUSE

+3.63%

DMBS

+1.49%

Winner

VUSE

+13.19%

DMBS

+0.15%

Winner

VUSE

+10.14%

DMBS

+0.77%

Winner

VUSE

+19.85%

DMBS

+6.29%

5Y(CAGR)

VUSE

+12.30%

DMBS

N/A

10Y(CAGR)

VUSE

+12.56%

DMBS

N/A

Max(CAGR)

Winner

VUSE

+10.29%

DMBS

+3.94%

VUSE vs DMBS - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	VUSE	DMBS
2026	+9.74%	+1.02%
2025	+13.18%	+8.59%
2024	+17.02%	+2.75%
2023	+24.78%	+1.31%
2022	-9.94%	N/A
2021	+37.02%	N/A
2020	+6.32%	N/A
2019	+19.64%	N/A
2018	-16.11%	N/A
2017	+15.59%	N/A
2016	+20.66%	N/A
2015	-5.69%	N/A
2014	+8.33%	N/A

VUSE vs DMBS Drawdown Comparison

The maximum drawdown for VUSE was -43.92%, occurring on Mar 23, 2020. Recovery took 571 trading sessions.

The maximum drawdown for DMBS was -8.13%, occurring on Oct 25, 2023. Recovery took 175 trading sessions.

The current VUSE drawdown is -0.73%. The current DMBS drawdown is -1.27%.

Rank	VUSE	DMBS
#1	-43.92% Aug 29, 2018 - Dec 4, 2020	-8.13% Apr 5, 2023 - Dec 14, 2023
#2	-21.34% Jan 4, 2022 - Jun 13, 2023	-4.88% Sep 16, 2024 - Apr 3, 2025
#3	-20.42% Jun 23, 2015 - Nov 14, 2016	-4.17% Dec 27, 2023 - Jul 11, 2024
#4	-18.92% Feb 13, 2025 - Jun 30, 2025	-3.20% Feb 27, 2026 - May 19, 2026
#5	-10.13% Jan 26, 2018 - Aug 21, 2018	-3.09% Apr 4, 2025 - Jun 26, 2025
#6	-9.28% Jan 12, 2026 - Apr 17, 2026	-1.16% Jul 1, 2025 - Aug 1, 2025
#7	-9.19% Jun 8, 2021 - Nov 3, 2021	-1.04% Aug 2, 2024 - Aug 21, 2024
#8	-9.04% Jul 31, 2023 - Dec 11, 2023	-0.91% Sep 15, 2025 - Oct 14, 2025
#9	-8.96% Sep 2, 2014 - Nov 21, 2014	-0.85% Oct 28, 2025 - Nov 25, 2025
#10	-8.09% Jul 16, 2024 - Sep 19, 2024	-0.78% Nov 26, 2025 - Dec 18, 2025
#11	-7.63% Nov 15, 2021 - Jan 4, 2022	-0.63% Jul 17, 2024 - Jul 29, 2024
#12	-6.76% Oct 27, 2025 - Jan 12, 2026	-0.62% Jan 14, 2026 - Feb 5, 2026
#13	-6.25% Jan 22, 2014 - Feb 27, 2014	-0.50% Dec 14, 2023 - Dec 20, 2023
#14	-6.06% Dec 6, 2024 - Feb 6, 2025	-0.44% Aug 27, 2024 - Sep 4, 2024
#15	-5.70% Mar 28, 2024 - Jul 2, 2024	-0.42% Aug 13, 2025 - Aug 22, 2025

Correlation

Correlation between VUSE and DMBS is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2014 - 2026)

VUSE vs DMBS dividend yield comparison.

Year	VUSE	DMBS
2026	0.20%	2.17%
2025	0.47%	4.96%
2024	0.84%	4.97%
2023	1.15%	2.82%
2022	1.57%	0.00%
2021	1.16%	0.00%
2020	1.33%	0.00%
2019	1.61%	0.00%
2018	1.55%	0.00%
2017	1.16%	0.00%
2016	1.25%	0.00%
2015	1.73%	0.00%
2014	1.29%	0.00%