DSTL - DSTL: Actively-Managed U.S. Value ETF Cheap Valuation Strong Performance Track-Record
2024-05-08 11:37:45 ET
Summary
- DSTL is an actively-managed U.S. value ETF.
- It focuses on large-cap blue-chips, think Johnson & Johnson or AbbVie.
- The fund is cheaper than the S&P 500, and has outperformed since inception too, unlike most of its value peers.
The Distillate U.S. Fundamental Stability & Value ETF (DSTL) is an actively-managed U.S. equity ETF focusing on cheap, high-quality stocks with significant, stable cash-flows. DSTL has outperformed the S&P 500 and benchmark U.S. value equity indexes since inception, in spite of unfavorable market conditions. DSTL's cheap valuation and strong performance track-record make the fund a buy. With a 1.3% dividend yield, the fund is an ineffective income vehicle.
DSTL - Overview and Analysis
Strategy and Portfolio
DSTL selects 100 U.S. equities based on value, quality, and risk metrics. The specific process is proprietary, so details are few and far between, but the fund explicitly mentions considering free cash flow, or FCF, stability and yields, as well as indebtedness. In a simple diagram:
DSTL