DSMC vs. IWN
Compare and contrast key facts about Distillate Small/Mid Cash Flow ETF (DSMC) and iShares Russell 2000 Value ETF (IWN).
DSMC and IWN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DSMC is an actively managed fund by Distillate. It was launched on Oct 5, 2022. IWN is a passively managed fund by iShares that tracks the performance of the Russell 2000 Value Index. It was launched on Jul 24, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DSMC or IWN.
Correlation
The correlation between DSMC and IWN is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DSMC vs. IWN - Performance Comparison
Key characteristics
DSMC:
-0.54
IWN:
-0.14
DSMC:
-0.60
IWN:
0.02
DSMC:
0.93
IWN:
1.00
DSMC:
-0.40
IWN:
-0.09
DSMC:
-1.12
IWN:
-0.25
DSMC:
10.28%
IWN:
9.41%
DSMC:
22.94%
IWN:
23.20%
DSMC:
-28.62%
IWN:
-61.55%
DSMC:
-19.02%
IWN:
-17.03%
Returns By Period
In the year-to-date period, DSMC achieves a -11.20% return, which is significantly lower than IWN's -8.80% return.
DSMC
-11.20%
3.80%
-16.48%
-12.34%
N/A
N/A
IWN
-8.80%
5.25%
-15.38%
-3.33%
12.42%
5.97%
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DSMC vs. IWN - Expense Ratio Comparison
DSMC has a 0.55% expense ratio, which is higher than IWN's 0.24% expense ratio.
Risk-Adjusted Performance
DSMC vs. IWN — Risk-Adjusted Performance Rank
DSMC
IWN
DSMC vs. IWN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Distillate Small/Mid Cash Flow ETF (DSMC) and iShares Russell 2000 Value ETF (IWN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DSMC vs. IWN - Dividend Comparison
DSMC's dividend yield for the trailing twelve months is around 1.41%, less than IWN's 1.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSMC Distillate Small/Mid Cash Flow ETF | 1.41% | 1.31% | 1.02% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWN iShares Russell 2000 Value ETF | 1.94% | 1.80% | 2.04% | 2.12% | 1.48% | 1.60% | 1.92% | 1.99% | 1.78% | 1.74% | 2.15% | 1.88% |
Drawdowns
DSMC vs. IWN - Drawdown Comparison
The maximum DSMC drawdown since its inception was -28.62%, smaller than the maximum IWN drawdown of -61.55%. Use the drawdown chart below to compare losses from any high point for DSMC and IWN. For additional features, visit the drawdowns tool.
Volatility
DSMC vs. IWN - Volatility Comparison
Distillate Small/Mid Cash Flow ETF (DSMC) has a higher volatility of 7.44% compared to iShares Russell 2000 Value ETF (IWN) at 6.63%. This indicates that DSMC's price experiences larger fluctuations and is considered to be riskier than IWN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.