DSTX vs. IPOS

Last updated Jun 26, 2026

DSTX (Distillate International Fundamental Stability & Value ETF) and IPOS (Renaissance International IPO ETF) are both Foreign Large Cap Equities funds - DSTX tracks the Distillate Fundamental Stability & Value Index while IPOS tracks the Renaissance International IPO Index. Both are passively managed. Over the past 5 years, DSTX returned 6.31%/yr vs -6.46%/yr for IPOS. A 0.70 correlation means they provide meaningful diversification when combined. DSTX charges 0.55%/yr vs 0.80%/yr for IPOS.

Performance

DSTX vs. IPOS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Distillate International Fundamental Stability & Value ETF (DSTX) and Renaissance International IPO ETF (IPOS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DSTX achieves a 4.23% return, which is significantly lower than IPOS's 50.84% return.

DSTX

• 1D: 0.61%
• 1M: -3.89%
• YTD: 4.23%
• 6M: 3.89%
• 1Y: 22.71%
• 3Y*: 16.20%
• 5Y*: 6.31%
• 10Y*: —

IPOS

• 1D: 2.24%
• 1M: 12.17%
• YTD: 50.84%
• 6M: 48.46%
• 1Y: 76.07%
• 3Y*: 20.40%
• 5Y*: -6.46%
• 10Y*: 4.27%

*Multi-year figures are annualized to reflect compound growth (CAGR)

DSTX vs. IPOS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
DSTX Distillate International Fundamental Stability & Value ETF	4.23%	41.71%	-0.44%	20.03%	-18.85%	1.78%	2.59%
IPOS Renaissance International IPO ETF	50.84%	39.93%	-12.34%	-16.49%	-33.46%	-30.62%	6.36%

Correlation

The correlation between DSTX and IPOS is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.50
Correlation (3Y) Calculated over the trailing 3-year period	0.65
Correlation (5Y) Calculated over the trailing 5-year period	0.70
Correlation (All Time) Calculated using the full available price history since Dec 15, 2020	0.70

Over the past year, the correlation between DSTX and IPOS has dropped to 0.50 - well below their long-term average of 0.70, suggesting their price drivers have been diverging.

DSTX vs. IPOS - Sectors Allocation Comparison

Sectors	DSTX	IPOS
Technology	20.6%	50.2%
Industrials	15.0%	13.4%
Basic Materials	14.6%	3.8%
Consumer Cyclical	13.9%	6.3%
Healthcare	8.2%	14.9%
Consumer Defensive	8.1%	4.2%
Communication Services	7.3%	0.3%
Energy	4.1%	4.9%
Financial Services	4.0%	7.3%
Real Estate	-	-
Utilities	-	3.1%

Return for Risk

DSTX vs. IPOS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DSTX

DSTX Risk / Return Rank: 43
DSTX Sharpe Ratio Rank: 46
DSTX Sortino Ratio Rank: 43
DSTX Omega Ratio Rank: 45
DSTX Calmar Ratio Rank: 40
DSTX Martin Ratio Rank: 43

IPOS

IPOS Risk / Return Rank: 81
IPOS Sharpe Ratio Rank: 84
IPOS Sortino Ratio Rank: 74
IPOS Omega Ratio Rank: 81
IPOS Calmar Ratio Rank: 88
IPOS Martin Ratio Rank: 79

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DSTX vs. IPOS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Distillate International Fundamental Stability & Value ETF (DSTX) and Renaissance International IPO ETF (IPOS). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	DSTX	IPOS	Difference
Sharpe ratio: Return per unit of total volatility	1.42	2.35	-0.93
Sortino ratio: Return per unit of downside risk	1.98	2.88	-0.90
Omega ratio: Gain probability vs. loss probability	1.26	1.42	-0.16
Calmar ratio: Return relative to maximum drawdown	1.83	4.45	-2.63
Martin ratio: Return relative to average drawdown	6.22	13.31	-7.09

DSTX vs. IPOS - Sharpe Ratio Comparison

The current DSTX Sharpe Ratio is 1.42, which is lower than the IPOS Sharpe Ratio of 2.35. The chart below compares the historical Sharpe Ratios of DSTX and IPOS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

DSTX vs. IPOS - Drawdown Comparison

The maximum DSTX drawdown since its inception was -33.67%, smaller than the maximum IPOS drawdown of -73.09%. Use the drawdown chart below to compare losses from any high point for DSTX and IPOS.

Drawdown Indicators

	DSTX	IPOS	Difference
Max Drawdown Largest peak-to-trough decline	-33.67%	-73.09%	+39.42%
Max Drawdown (1Y) Largest decline over 1 year	-12.48%	-17.17%	+4.69%
Max Drawdown (3Y) Largest decline over 3 years	-13.29%	-34.08%	+20.79%
Max Drawdown (5Y) Largest decline over 5 years	-32.96%	-69.93%	+36.97%
Max Drawdown (10Y) Largest decline over 10 years	—	-73.09%	—
Current Drawdown Current decline from peak	-6.68%	-35.90%	+29.22%
Average Drawdown Average peak-to-trough decline	-8.93%	-32.02%	+23.09%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.66%	5.73%	-2.07%

Volatility

DSTX vs. IPOS - Volatility Comparison

The current volatility for Distillate International Fundamental Stability & Value ETF (DSTX) is 5.01%, while Renaissance International IPO ETF (IPOS) has a volatility of 15.29%. This indicates that DSTX experiences smaller price fluctuations and is considered to be less risky than IPOS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DSTX	IPOS	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.01%	15.29%	-10.28%
Volatility (6M) Calculated over the trailing 6-month period	13.34%	29.97%	-16.63%
Volatility (1Y) Calculated over the trailing 1-year period	16.07%	32.49%	-16.42%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.13%	27.96%	-10.83%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.83%	24.41%	-7.58%

DSTX vs. IPOS - Expense Ratio Comparison

DSTX has a 0.55% expense ratio, which is lower than IPOS's 0.80% expense ratio.

Dividends

DSTX vs. IPOS - Dividend Comparison

DSTX's dividend yield for the trailing twelve months is around 3.10%, more than IPOS's 0.31% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DSTX Distillate International Fundamental Stability & Value ETF	3.10%	2.93%	2.41%	1.81%	3.68%	2.24%	0.07%	0.00%	0.00%	0.00%	0.00%	0.00%
IPOS Renaissance International IPO ETF	0.31%	1.04%	0.93%	0.33%	0.00%	0.00%	0.25%	0.89%	1.12%	0.87%	1.73%	1.08%

Frequently Asked Questions

Can I hold both DSTX and IPOS in my portfolio?

DSTX and IPOS have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DSTX or IPOS?

IPOS has higher volatility (15.29%) compared to DSTX (5.01%). In terms of maximum drawdown, DSTX dropped -33.67% vs IPOS's -73.09%.

Which ETF is better, DSTX or IPOS?

On 5-year performance, DSTX leads with 6.31% vs -6.46% for IPOS. On fees, DSTX is cheaper at 0.55% per year. On volatility, DSTX has been the lower-risk option at 5.01%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, DSTX or IPOS?

Over the 5-year period, DSTX has performed better with a 6.31% return vs -6.46%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, DSTX or IPOS?

DSTX is cheaper with a 0.55% expense ratio, compared with 0.80% for IPOS.

Which ETF pays a higher dividend yield, DSTX or IPOS?

DSTX has the higher dividend yield at 3.10%, compared with 0.31% for IPOS.

What is the main difference between DSTX and IPOS?

DSTX tracks Distillate Fundamental Stability & Value Index, while IPOS tracks Renaissance International IPO Index. They also come from different issuers: Distillate Capital and Renaissance Capital. Their fees differ too: 0.55% for DSTX and 0.80% for IPOS.

Which has better risk-adjusted returns?

IPOS currently has the higher Sharpe Ratio (2.35 vs 1.42), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.