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Upturn AI SWOT - About
Distillate US Fundamental Stability & Value (DSTL)
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Upturn Advisory Summary
10/24/2025: DSTL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 23.09% | Avg. Invested days 73 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.96 | 52 Weeks Range 47.51 - 58.34 | Updated Date 06/29/2025 |
52 Weeks Range 47.51 - 58.34 | Updated Date 06/29/2025 |
Upturn AI SWOT
Distillate US Fundamental Stability & Value
ETF Overview
Overview
The Distillate US Fundamental Stability & Value ETF (DSTL) seeks to provide investment results that, before fees and expenses, generally correspond to the Distillate US Fundamental Stability & Value Index. The fund invests in US equities that exhibit strong fundamental stability and attractive value characteristics, screening out companies with high debt or weak cash flow.
Reputation and Reliability
Distillate Capital is known for its focus on fundamental analysis and value investing.
Management Expertise
The management team possesses experience in quantitative investing and fundamental research.
Investment Objective
Goal
To provide investment results that, before fees and expenses, generally correspond to the Distillate US Fundamental Stability & Value Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Distillate US Fundamental Stability & Value Index.
Composition The ETF primarily holds stocks of U.S. companies.
Market Position
Market Share: Insufficient data to provide specific market share.
Total Net Assets (AUM): Insufficient data to provide specific AUM.
Competitors
Key Competitors
- IVV
- SPY
- VTV
- IUSV
Competitive Landscape
The ETF industry is highly competitive with many established players. DSTL differentiates itself by focusing on fundamental stability and value, screening out companies with high debt or weak cash flows. This strategy might appeal to investors seeking downside protection, but it could also limit upside potential compared to broader market ETFs.
Financial Performance
Historical Performance: Insufficient data to provide historical financial performance data.
Benchmark Comparison: Insufficient data to compare the ETF's performance to its benchmark index.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
Insufficient data to provide average trading volume.
Bid-Ask Spread
Insufficient data to provide details of the bid-ask spread.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and GDP growth can influence the performance of value stocks held by DSTL. Sector growth prospects and overall market sentiment also play a role.
Growth Trajectory
Insufficient data to highlight growth trends and patterns.
Moat and Competitive Advantages
Competitive Edge
DSTL's competitive edge lies in its unique approach to value investing, prioritizing companies with fundamental stability. The index's screening process, which filters out companies with excessive debt or poor cash flow, can provide investors with a potentially safer investment option during economic downturns. This approach may appeal to risk-averse investors seeking long-term capital appreciation. Distillate Capital's expertise in fundamental analysis further strengthens the fund's competitive position.
Risk Analysis
Volatility
Insufficient data to assess the ETF's historical volatility.
Market Risk
DSTL is subject to market risk, as its underlying assets are stocks. Specific risks associated with DSTL include value stock risk, where value stocks may underperform growth stocks for extended periods.
Investor Profile
Ideal Investor Profile
The ideal investor for DSTL is a risk-averse investor seeking long-term capital appreciation with a focus on downside protection.
Market Risk
DSTL is suitable for long-term investors seeking value stocks with a focus on fundamental stability.
Summary
DSTL seeks to track the Distillate US Fundamental Stability & Value Index, investing in US equities that exhibit strong fundamental stability and value characteristics. The ETF distinguishes itself by screening out companies with high debt or weak cash flow, potentially offering downside protection. It is suitable for long-term investors seeking value stocks with a lower-risk profile. However, investors should be aware of the potential for value stocks to underperform during certain market cycles and the expense ratio of 0.39%.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF issuer website
- Financial news websites
- ETF data providers
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
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 Distillate US Fundamental Stability & Value
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in U.S.-listed equity securities, selected based on the adviser"s assessment of a company"s valuation, cash flow stability, and balance sheet quality ("fundamental factors"). Under normal circumstances, at least 80% of its net assets, plus borrowings for investment purposes, will be invested in U.S. assets.
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.