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DoubleLine ETF Trust (DFVE)



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Upturn Advisory Summary
08/14/2025: DFVE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 2.97% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.25 - 30.31 | Updated Date 06/30/2025 |
52 Weeks Range 24.25 - 30.31 | Updated Date 06/30/2025 |
Upturn AI SWOT
DoubleLine ETF Trust
ETF Overview
Overview
DoubleLine ETF Trust offers actively managed fixed-income ETFs, focusing on sectors like mortgage-backed securities and corporate bonds. Its investment strategy emphasizes credit analysis and duration management to generate income and manage risk.
Reputation and Reliability
DoubleLine Capital is known for its expertise in fixed-income investing, with a strong reputation built by Jeffrey Gundlach.
Management Expertise
The management team has extensive experience in fixed-income markets, led by seasoned portfolio managers.
Investment Objective
Goal
To maximize total return from income and capital appreciation, consistent with prudent investment management.
Investment Approach and Strategy
Strategy: Active management focused on identifying undervalued opportunities in fixed-income markets.
Composition Primarily invests in mortgage-backed securities, corporate bonds, and government securities.
Market Position
Market Share: DoubleLine's ETF market share varies depending on the specific ETF and its focus within the broader fixed-income ETF market.
Total Net Assets (AUM): 1000000000
Competitors
Key Competitors
- AGG
- LQD
- HYG
- IEF
Competitive Landscape
The fixed-income ETF market is highly competitive. DoubleLine differentiates itself through active management and credit selection, which can offer advantages or disadvantages depending on market conditions. Larger ETFs like AGG offer broader diversification and lower expense ratios but lack active management.
Financial Performance
Historical Performance: Historical performance data (returns, volatility) should be obtained from financial data providers.
Benchmark Comparison: Benchmark performance will vary based on the specific DoubleLine ETF and its investment focus. Comparison data is available from financial data providers.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
Average trading volume can vary greatly and should be checked in real-time.
Bid-Ask Spread
Bid-ask spreads vary depending on the ETF, the time of day, and market conditions.
Market Dynamics
Market Environment Factors
Interest rate changes, credit spreads, and economic growth all impact DoubleLine's fixed-income ETFs.
Growth Trajectory
Growth depends on investor demand for active fixed-income management and the ability of the ETF to generate competitive returns.
Moat and Competitive Advantages
Competitive Edge
DoubleLine's competitive edge lies in its active management approach and expertise in credit analysis, particularly in mortgage-backed securities. Jeffrey Gundlach's reputation and the firm's disciplined investment process contribute to investor confidence. This active management strategy aims to outperform passive benchmarks. However, active management also comes with higher expense ratios and the risk of underperformance.
Risk Analysis
Volatility
Volatility depends on the ETF's specific holdings and market conditions.
Market Risk
Interest rate risk, credit risk, and liquidity risk are all relevant to DoubleLine's fixed-income ETFs.
Investor Profile
Ideal Investor Profile
Investors seeking income and potential capital appreciation through active fixed-income management.
Market Risk
Suitable for long-term investors who understand the risks and potential rewards of active fixed-income investing.
Summary
DoubleLine ETF Trust offers actively managed fixed-income solutions leveraging DoubleLine's expertise. These ETFs aim to deliver superior risk-adjusted returns through credit analysis and duration management. Performance hinges on the fund manageru2019s skill and the prevailing market conditions. Investors should understand that active management entails higher expense ratios and the possibility of underperforming passive benchmarks. Careful consideration of the fund's objectives and risks is essential before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- DoubleLine Capital, ETF.com, Bloomberg, Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should conduct their own due diligence and consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About DoubleLine ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities that comprise the underlying index, or derivatives transactions that provide investment exposure to the underlying index or securities that comprise the underlying index. The fund will concentrate its investments in securities of issuers in any one industry or group of industries to the extent that the underlying index reflects a concentration in that industry or group of industries.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.