Skip to content
Beacon

DSMCDistillate Small/Mid Cash Flow ETF

Grow my money#1628 of 2944 for Grow my money

The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing in equity securities of small- and mid-capitalization companies. The fund's managers considers companies whose market capitalization, at the time of purchase, places them in the lowest 10% of the total market capitalization of the U.S. equity market to be small-cap and mid-cap companies.

Distillate Capital Partners · Since 2022 (3 years)

Annual Cost

0.55%

#2614 out of 5,332 ETFs

Fund Size

$120M

#2554 out of 5,332 ETFs

Dividend Yield

1.20%

Track Record

3 years

#2897 out of 5,332 ETFs

Performance

1 Year

+33.8%

3 Years

+14.8%

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
smid

Asset allocation

Stocks
99.9%
Cash
0.1%

Sector breakdown

Technology
21.3%
Consumer Cyclical
19.7%
Energy
18.1%
Industrials
16.9%
Communication
5.8%
Consumer Defensive
5.0%
Healthcare
5.0%
Financial Services
4.0%
Other
4.3%

Top holdings

APA CorpAPA2.0%
HF Sinclair CorpDINO1.9%
Versant Media Group Inc Class AVSNT1.8%
Antero Resources CorpAR1.6%
Chord Energy Corp Ordinary Shares - NewCHRD1.5%
TD Synnex CorpSNX1.2%
Alpha Metallurgical Resources IncAMR1.1%
CVR Energy IncCVI1.1%
Peabody Energy CorpBTU1.1%
The Mosaic CoMOS1.1%

Risk profile

Volatility (1Y)

18.3%

Moderate

Max drawdown

-28.6%

Worst peak-to-trough loss

Sharpe (3Y)

0.62

Decent risk-adjusted returns

Sortino (3Y)

0.94

Moderate downside risk

Similar ETFs

Data updated on 2026-05-05