Distillate US Fundamental Stability & Value ETF (DSTL) focuses on strong balance sheets, stable cash flows, and attractive valuations, offering downside protection but mixed performance in risk-on environments. DSTL is well-positioned for defensive exposure with significant allocations to healthcare and industrials, while underweight in technology and financial services, reflecting a value-oriented strategy. The fund trades at a substantial valuation discount to the Russell 1000, driven by lower exposure to high-multiple sectors like technology.
Distillate U.S. Fundamental Stability & Value ETF holds 100 stocks with a focus on free cash flow and low debt. DSTL features attractive valuation metrics, high dividend growth rate and good performance compared to competitors. DSTL is a compelling equity ETF for investors willing to avoid concentration in the tech industry and mega-caps.
The Distillate U.S. Fundamental Stability & Value ETF blends primary and peripheral factors to optimize value-investing. The fund's methodology focuses on high-quality value stocks with high free cash flow yields, low debt, and stable cash flows. DSTL has historically outperformed the SPDR S&P 500 ETF Trust, illustrating its ability to generate excess returns.
DSTL ETF filters out lower-quality companies based on financial measures and primarily uses free cash flow to gauge valuations. Portfolio consists of stable businesses in healthcare and industrial sectors, avoiding mega caps. DSTL has performed on par with benchmarks over the past 5 years, offering diversification and reasonable valuations without lower-quality companies.
Distillate U.S. Fundamental Stability & Value ETF is a fund focused on cash flow generation, screening for stable, profitable companies with low debt ratios and attractive valuations. The DSTL fund holds about 100 large-cap US stocks, with a diverse sector mix and top positions in Health Care, offering a different dynamic from passive benchmarks. DSTL has outperformed similar funds in the past two years, but the active approach may not continue to outperform in all market conditions.