DSMC vs ACES

Comparison between DISTILLATE SMALL/MID CASH FLOW ETF (DSMC, ETF) and ALPS CLEAN ENERGY ETF (ACES, ETF).

DSMC vs ACES - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DSMC(ETF)	ACES(ETF)
Net Assets	$129M	$129M
Expense Ratio	0.55%	0.55%
Max Drawdown	29.11%	79.86%
Sharpe Ratio	1.21	0.48
5Y Beta	0.89	1.23
P/E Ratio	16.09	-20.56
Forward P/E	10.60	18.79
PEG Ratio	N/A	-4.53
5Y Dividends CAGR	N/A	-13.75%
5Y EPS CAGR	14.13%	N/A
Debt to Equity	52.36%	40.44%
P/S Ratio	0.88	1.97
P/B Ratio	1.99	2.48

Net Assets

DSMC

$129M

Winner

ACES

$129M

Expense Ratio

DSMC

0.55%

ACES

0.55%

Max Drawdown

Winner

DSMC

29.11%

ACES

79.86%

Sharpe Ratio

Winner

DSMC

1.21

ACES

0.48

5Y Beta

Winner

DSMC

0.89

ACES

1.23

P/E Ratio

DSMC

16.09

Winner

ACES

-20.56

Forward P/E

Winner

DSMC

10.60

ACES

18.79

PEG Ratio

DSMC

N/A

ACES

-4.53

5Y Dividends CAGR

DSMC

N/A

ACES

-13.75%

5Y EPS CAGR

DSMC

14.13%

ACES

N/A

Debt to Equity

DSMC

52.36%

Winner

ACES

40.44%

P/S Ratio

Winner

DSMC

0.88

ACES

1.97

P/B Ratio

Winner

DSMC

1.99

ACES

2.48

DSMC vs ACES - Holdings Comparison

DSMC and ACES have 1 common holdings. Overlap is 0.01%

DSMC's top 25 holdings weight is 24.29%. ACES's top 25 holdings weight is 89.87%.

Rank	DSMC	ACES
#1	HF SINCLAIR CORP (DINO) - 1.29%	RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 6.21%
#2	CDW CORP (CDW) - 1.21%	TESLA INC (TSLA) - 5.74%
#3	VERSANT MEDIA GROUP INC CLASS A (VSNT) - 1.17%	HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC (HASI) - 5.66%
#4	INVESCO LTD (IVZ) - 1.16%	BROOKFIELD RENEWABLE PARTNERS LP (n/a) - 5.09%
#5	TOLL BROTHERS INC (TOL) - 1.11%	NORTHLAND POWER INC (NPIFF) - 5.07%
#6	MASCO CORP (MAS) - 1.07%	CLEARWAY ENERGY INC CLASS C (CWEN) - 4.94%
#7	GODADDY INC CLASS A (GDDY) - 1.04%	NEXTPOWER INC CLASS A (NXT) - 4.73%
#8	CARLISLE COMPANIES INC (CSL) - 0.99%	ITRON INC (ITRI) - 4.59%
#9	APA CORP (APA) - 0.99%	ALBEMARLE CORP (ALB) - 4.58%
#10	OSCAR HEALTH INC CLASS A (OSCR) - 0.98%	FIRST SOLAR INC (FSLR) - 4.57%
#11	JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.98%	ENPHASE ENERGY INC (ENPH) - 4.48%
#12	n/a (DXC) - 0.98%	ORMAT TECHNOLOGIES INC (ORA) - 4.47%
#13	CROCS INC (CROX) - 0.96%	PLUG POWER INC (PLUG) - 3.84%
#14	TAYLOR MORRISON HOME CORP (TMHC) - 0.92%	SUNRUN INC (RUN) - 3.70%
#15	CAL-MAINE FOODS INC (CALM) - 0.91%	BORALEX INC CLASS A (n/a) - 3.36%
#16	HORMEL FOODS CORP (HRL) - 0.91%	ANDERSONS INC (ANDE) - 3.08%
#17	ANTERO RESOURCES CORP (AR) - 0.87%	SHOALS TECHNOLOGIES GROUP INC ORDINARY SHARES CLASS A (SHLS) - 2.37%
#18	POOL CORP (POOL) - 0.86%	AMERICAN SUPERCONDUCTOR CORP (AMSC) - 2.04%
#19	DROPBOX INC CLASS A (DBX) - 0.85%	EOS ENERGY ENTERPRISES INC ORDINARY SHARES CLASS A (EOSE) - 1.82%
#20	MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.85%	AMPRIUS TECHNOLOGIES INC (AMPX) - 1.72%
#21	GARTNER INC (IT) - 0.85%	T1 ENERGY INC (TE) - 1.69%
#22	INGREDION INC (INGR) - 0.84%	REX AMERICAN RESOURCES CORP (REX) - 1.65%
#23	PILGRIMS PRIDE CORP (PPC) - 0.84%	FLUENCE ENERGY INC CLASS A (FLNC) - 1.52%
#24	H&R BLOCK INC (HRB) - 0.83%	SOLV ENERGY INC CLASS A (MWH) - 1.48%
#25	LKQ CORP (LKQ) - 0.83%	XPLR INFRASTRUCTURE LP (XIFR) - 1.47%
Total Holdings	153	39

DSMC vs ACES - Historical Returns

Returns include dividend reinvestment.

Period	DSMC	ACES
1 month	+6.60%	-12.29%
3 months	+6.05%	-5.82%
6 months	+10.64%	-8.31%
1 year	+26.05%	+15.01%
5 years(CAGR)	N/A	-13.82%
10 years(CAGR)	N/A	+4.29%
Max(CAGR)	+16.07%	+4.29%

Winner

DSMC

+6.60%

ACES

-12.29%

Winner

DSMC

+6.05%

ACES

-5.82%

Winner

DSMC

+10.64%

ACES

-8.31%

Winner

DSMC

+26.05%

ACES

+15.01%

5Y(CAGR)

DSMC

N/A

ACES

-13.82%

10Y(CAGR)

DSMC

N/A

ACES

+4.29%

Max(CAGR)

Winner

DSMC

+16.07%

ACES

+4.29%

DSMC vs ACES - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	DSMC	ACES
2026	+17.42%	-3.81%
2025	+2.88%	+22.28%
2024	+2.84%	-25.86%
2023	+29.19%	-18.07%
2022	+8.68%	-29.90%
2021	N/A	-19.26%
2020	N/A	+136.96%
2019	N/A	+51.11%
2018	N/A	-9.63%

DSMC vs ACES Drawdown Comparison

The maximum drawdown for DSMC was -28.62%, occurring on Apr 8, 2025. Recovery took 287 trading sessions.

The maximum drawdown for ACES was -79.05%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current DSMC drawdown is -1.04%. The current ACES drawdown is -65.97%.

Rank	DSMC	ACES
#1	-28.62% Nov 25, 2024 - Jan 21, 2026	-79.05% Feb 9, 2021 - Apr 8, 2025
#2	-14.55% Feb 2, 2023 - Jul 19, 2023	-43.70% Feb 19, 2020 - Jul 14, 2020
#3	-10.47% Aug 1, 2023 - Dec 1, 2023	-20.32% Aug 27, 2018 - Feb 22, 2019
#4	-10.09% Jul 31, 2024 - Nov 6, 2024	-10.14% Oct 9, 2020 - Nov 9, 2020
#5	-7.73% Mar 28, 2024 - Jul 31, 2024	-9.97% Sep 1, 2020 - Sep 29, 2020
#6	-7.57% Dec 2, 2022 - Jan 11, 2023	-6.81% Jan 22, 2021 - Feb 8, 2021
#7	-6.31% Feb 6, 2026 - Apr 17, 2026	-6.34% Sep 23, 2019 - Nov 25, 2019
#8	-5.21% Dec 27, 2023 - Feb 12, 2024	-6.20% May 7, 2019 - Jun 18, 2019
#9	-4.41% Nov 1, 2022 - Nov 10, 2022	-5.29% Jan 13, 2021 - Jan 21, 2021
#10	-3.88% May 5, 2026 - May 26, 2026	-4.62% Nov 27, 2020 - Dec 8, 2020
#11	-3.71% Jun 12, 2026 - Jul 2, 2026	-4.44% Aug 8, 2019 - Sep 17, 2019
#12	-3.32% Nov 11, 2024 - Nov 22, 2024	-3.89% Aug 1, 2019 - Aug 8, 2019
#13	-3.10% Oct 18, 2022 - Oct 24, 2022	-3.70% Dec 8, 2020 - Dec 15, 2020
#14	-2.97% Feb 12, 2024 - Feb 26, 2024	-3.19% Jul 10, 2018 - Aug 6, 2018
#15	-2.89% Oct 6, 2022 - Oct 18, 2022	-3.12% Dec 24, 2020 - Dec 31, 2020

Correlation

Correlation between DSMC and ACES is -0.44 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.44

-101