DFVE vs. DBND
Compare and contrast key facts about Doubleline Fortune 500 Equal Weight ETF (DFVE) and DoubleLine Opportunistic Bond ETF (DBND).
DFVE and DBND are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFVE is a passively managed fund by DoubleLine that tracks the performance of the Barclays Fortune 500 Equal Weighted Index - Benchmark TR Gross. It was launched on Jan 31, 2024. DBND is a passively managed fund by DoubleLine that tracks the performance of the Bloomberg US Aggregate Bond Index. It was launched on Mar 31, 2022. Both DFVE and DBND are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
DFVE vs. DBND - Performance Comparison
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DFVE vs. DBND - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
DFVE Doubleline Fortune 500 Equal Weight ETF | 1.77% | 14.51% | 13.70% |
DBND DoubleLine Opportunistic Bond ETF | -0.49% | 7.41% | 2.38% |
Returns By Period
In the year-to-date period, DFVE achieves a 1.77% return, which is significantly higher than DBND's -0.49% return.
DFVE
- 1D
- 1.90%
- 1M
- -5.33%
- YTD
- 1.77%
- 6M
- 3.98%
- 1Y
- 16.88%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DBND
- 1D
- 0.33%
- 1M
- -2.07%
- YTD
- -0.49%
- 6M
- 0.76%
- 1Y
- 4.02%
- 3Y*
- 4.30%
- 5Y*
- —
- 10Y*
- —
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DFVE vs. DBND - Expense Ratio Comparison
DFVE has a 0.20% expense ratio, which is lower than DBND's 0.50% expense ratio.
Return for Risk
DFVE vs. DBND — Risk / Return Rank
DFVE
DBND
DFVE vs. DBND - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Doubleline Fortune 500 Equal Weight ETF (DFVE) and DoubleLine Opportunistic Bond ETF (DBND). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DFVE | DBND | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.09 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.54 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.52 | -0.11 |
Martin ratioReturn relative to average drawdown | 6.28 | 4.82 | +1.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DFVE | DBND | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.09 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.89 | 0.48 | +0.41 |
Correlation
The correlation between DFVE and DBND is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
DFVE vs. DBND - Dividend Comparison
DFVE's dividend yield for the trailing twelve months is around 1.49%, less than DBND's 4.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DFVE Doubleline Fortune 500 Equal Weight ETF | 1.49% | 1.52% | 1.53% | 0.00% | 0.00% |
DBND DoubleLine Opportunistic Bond ETF | 4.77% | 4.78% | 5.19% | 4.39% | 2.74% |
Drawdowns
DFVE vs. DBND - Drawdown Comparison
The maximum DFVE drawdown since its inception was -19.43%, which is greater than DBND's maximum drawdown of -9.39%. Use the drawdown chart below to compare losses from any high point for DFVE and DBND.
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Drawdown Indicators
| DFVE | DBND | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.43% | -9.39% | -10.04% |
Max Drawdown (1Y)Largest decline over 1 year | -13.38% | -2.78% | -10.60% |
Current DrawdownCurrent decline from peak | -5.79% | -2.07% | -3.72% |
Average DrawdownAverage peak-to-trough decline | -2.87% | -2.29% | -0.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 0.88% | +2.12% |
Volatility
DFVE vs. DBND - Volatility Comparison
Doubleline Fortune 500 Equal Weight ETF (DFVE) has a higher volatility of 4.39% compared to DoubleLine Opportunistic Bond ETF (DBND) at 1.46%. This indicates that DFVE's price experiences larger fluctuations and is considered to be riskier than DBND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFVE | DBND | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 1.46% | +2.93% |
Volatility (6M)Calculated over the trailing 6-month period | 9.63% | 2.18% | +7.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.37% | 3.71% | +14.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.82% | 5.15% | +10.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.82% | 5.15% | +10.67% |