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DSTLDistillate U.S. Fundamental Stability & Value ETF

Grow my money#525 of 2944 for Grow my money

Seeks long-term capital appreciation.

Distillate Capital Partners · Since 2018 (7 years)

Annual Cost

0.39%

#1767 out of 5,332 ETFs

Fund Size

$1.8B

#708 out of 5,332 ETFs

Dividend Yield

1.29%

Track Record

7 years

#1864 out of 5,332 ETFs

Performance

1 Year

+15.2%

3 Years

+13.9%

5 Years

+9.3%

What's inside

Asset class
Strategy
active selection
Cap
large
Factor
multifactor

Asset allocation

Stocks
99.9%
Cash
0.1%
Other
0.1%

Sector breakdown

Technology
27.9%
Healthcare
21.7%
Industrials
12.8%
Consumer Cyclical
12.0%
Financial Services
7.2%
Communication
7.1%
Energy
5.9%
Consumer Defensive
3.5%
Other
1.8%

Top holdings

AbbVie IncABBV3.0%
Merck & Co IncMRK2.8%
Salesforce IncCRM2.1%
T-Mobile US IncTMUS2.0%
Comcast Corp Class ACMCSA1.8%
Uber Technologies IncUBER1.8%
Booking Holdings IncBKNG1.8%
Qualcomm IncQCOM1.7%
Accenture PLC Class AACN1.6%
Adobe IncADBE1.6%

Risk profile

Volatility (1Y)

12.5%

Moderate

Max drawdown

-33.1%

Worst peak-to-trough loss

Sharpe (3Y)

0.77

Decent risk-adjusted returns

Sortino (3Y)

1.16

Good downside protection

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Data updated on 2026-05-05