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DBND vs BYLD

DoubleLine Opportunistic Core Bond ETF vs iShares Yield Optimized Bond ETF

DBND

DoubleLine Opportunistic Core Bond ETF

DoubleLine ETF Trust

Annual cost

0.45%

Fund size

$720M

BYLD

iShares Yield Optimized Bond ETF

iShares

Annual cost

0.13%

Fund size

$387M

Key differences

  • BYLD costs 0.32% less per year.
  • DBND follows a active selection strategy; BYLD uses index tracking.
  • Over the last 3 years, BYLD has delivered higher annualized returns.
  • BYLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DBNDBYLD
Annual cost (TER)0.45%0.13%
Fund size (AUM)$720M$387M
Since20222014
Dividend yield4.78%5.35%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.3%+7.5%
CAGR 3Y+4.3%+6.3%
CAGR 5YN/A+2.3%
Sharpe 3Y0.160.58
Volatility 1Y3.33%3.85%
Max drawdown-9.19%-14.75%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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