DMBS vs. DDV
DMBS (Doubleline Etf Trust - Mortgage ETF) and DDV (Defined Duration 5 ETF) are both Intermediate Core Bond funds. Both are actively managed. Their 0.74 correlation means they have sometimes moved together and sometimes differently. DMBS charges 0.49%/yr vs 0.25%/yr for DDV.
Performance
DMBS vs. DDV - Performance Comparison
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Returns By Period
In the year-to-date period, DMBS achieves a -0.38% return, which is significantly lower than DDV's 2.35% return.
DMBS
- 1D
- -0.47%
- 1M
- -1.36%
- 6M
- -0.85%
- YTD
- -0.38%
- 1Y
- 3.05%
- 3Y*
- 4.54%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 3.41%
DDV
- 1D
- -0.13%
- 1M
- -0.06%
- 6M
- 1.60%
- YTD
- 2.35%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $74.78K | $50.90K | $102.48K | |
| $3.27M | $2.67M | $3.33M |
DMBS vs. DDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
DMBS Doubleline Etf Trust - Mortgage ETF | -0.38% | 0.49% |
DDV Defined Duration 5 ETF | 2.35% | 0.47% |
Correlation
The correlation between DMBS and DDV is 0.74, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 13, 2025 | 0.74 |
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Return for Risk
DMBS vs. DDV — Risk / Return Rank
DMBS
DDV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
DMBS vs. DDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Doubleline Etf Trust - Mortgage ETF (DMBS) and Defined Duration 5 ETF (DDV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DMBS | DDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.17 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.25 | — | — |
| Martin ratioReturn relative to average drawdown | 3.65 | — | — |
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Drawdowns
DMBS vs. DDV - Drawdown Comparison
The maximum DMBS drawdown since its inception was -8.14%, which is greater than DDV's maximum drawdown of -1.92%. Use the drawdown chart below to compare losses from any high point for DMBS and DDV.
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Drawdown Indicators
| DMBS | DDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.14% | -1.92% | -6.22% |
Max Drawdown (1Y)Largest decline over 1 year | -3.20% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -6.19% | — | — |
Current DrawdownCurrent decline from peak | -2.46% | -0.29% | -2.17% |
Average DrawdownAverage peak-to-trough decline | -1.69% | -0.34% | -1.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | — | — |
Volatility
DMBS vs. DDV - Volatility Comparison
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Volatility by Period
| DMBS | DDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.31% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.37% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.17% | 2.64% | +1.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.21% | 2.64% | +3.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.21% | 2.64% | +3.57% |
DMBS vs. DDV - Expense Ratio Comparison
DMBS has a 0.49% expense ratio, which is higher than DDV's 0.25% expense ratio.
Dividends
DMBS vs. DDV - Dividend Comparison
DMBS's dividend yield for the trailing twelve months is around 5.19%, more than DDV's 1.62% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
DDV Defined Duration 5 ETF | 1.62% | 0.42% | 0.00% | 0.00% |
DMBS Doubleline Etf Trust - Mortgage ETF | 4.78% | 4.96% | 4.97% | 2.82% |
Frequently Asked Questions
DMBS and DDV have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DDV is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DDV is cheaper with a 0.25% expense ratio, compared with 0.49% for DMBS.
DMBS has the higher dividend yield at 4.78%, compared with 1.62% for DDV.
They also come from different issuers: DoubleLine and Discipline Funds. Their fees differ too: 0.49% for DMBS and 0.25% for DDV.
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