Cambria Shareholder Yield ETF
SYLD
Market cap $929M

58.62 USD

+0.63

1.09%

At close Apr 17, 4:00 PM EDT

1 day

1.09%

5 days

1.70%

1 month

-9.76%

3 months

-17.17%

6 months

-20.35%

Year to date

-14.20%

1 year

-14.87%

5 years

112.93%

10 years

84.34%

0

Funds holding %

of 7,407 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

50% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 54

33% more capital invested

Capital invested by funds: $828M [Q3] → $1.1B (+$273M) [Q4]

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

9% more funds holding in top 10

Funds holding in top 10: 11 [Q3] → 12 (+1) [Q4]

1% less funds holding

Funds holding: 185 [Q3] → 184 (-1) [Q4]

3.5% less ownership

Funds ownership: 69.68% [Q3] → 66.17% (-3.5%) [Q4]

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Research analyst outlook

We haven’t received any recent analyst ratings for SYLD.

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Financial journalist opinion

Meb Faber And Kirk Spano Talk Shareholder Yield And ETF Opportunities

Meb Faber talks to Kirk Spano about shareholder yield, ETFs, and what tends to happen at the end of secular booms. A slightly less strong USD and foreign and emerging markets.

Meb Faber And Kirk Spano Talk Shareholder Yield And ETF Opportunities

SYLD: A Fund To Hold For The Coming Decade

The Cambria Shareholder Yield ETF is recommended for the next decade due to its focus on high shareholder yield through dividends, buybacks, and debt reduction. Shareholder Yield prevents inefficient use of free cash flows by management, offering a compelling long-term investment case with higher returns and lower drawdowns. SYLD is well-positioned for valuation compression with a lower PE ratio and better value metrics compared to the S&P 500 and mid-cap value category.

SYLD: A Fund To Hold For The Coming Decade

SYLD: Bad Timing For Cambria's Deep Value Shareholder Yield ETF

Cambria Shareholder Yield ETF is an actively managed fund selecting 100 securities from a universe of approximately 3,000 U.S. securities based on their shareholder yield, value, quality, and momentum characteristics. Since its strategy change on June 1, 2020, the SYLD ETF has delivered an outstanding 147% total return, trouncing peers like VFVA and FMDE. However, its recent results aren't very impressive. The reason is that SYLD is a niche product, likely best suited to periods of economic recovery, like the period immediately following the Q1 2020 pandemic crash.

SYLD: Bad Timing For Cambria's Deep Value Shareholder Yield ETF

SYLD: A Winner Amid Sector Rotation

SYLD has rallied so far in 2024 but has also underperformed the S&P 500 in 2024 amid relative weakness in areas away from megacap tech. The betting market predicts an 80% chance of a Fed rate cut in September, and lower interest rates could help companies with high total shareholder yields. SYLD remains a compelling value with the potential for equity market rotation favoring the total shareholder yield factor, and I point out key price levels on the chart to monitor.

SYLD: A Winner Amid Sector Rotation

SYLD: A Value ETF Showing Earnings Growth

Cambria Shareholder Yield ETF implements a systematic strategy based on dividends, buybacks, debt paydowns and value. The SYLD ETF current portfolio is focused on small and mid-caps, and it is well-diversified across 5 major sectors and 99 companies.

SYLD: Shareholder Yield Provides Outsized Total Return Opportunity

Cambria Shareholder Yield ETF focuses on high-cash distribution companies returning cash to investors through dividends, buybacks, and debt paydown. SYLD targets an equal-weight portfolio of around 100 companies, historically trading at a discount. The strategy considers dividend payments, net share repurchases, and net debt paydown to select companies with strong free cash flow characteristics.

This Week in ETFs: A Strong Start to the New Year

The first week of the year can often be a slow one for the ETF industry, with few new ETFs or closures to be seen.

Consider Selling DIVB And Buying SYLD Instead

DIVB is an equity index ETF that focuses on U.S. equities with above-average dividend payments and share buyback programs. SYLD is a better option than DIVB, with a cheaper valuation and stronger performance track-record. An overview of DIVB, and comparison to SYLD, follows.

SYLD: A Value-Focused Strategy Worth Sticking With

SYLD is a buy-rated ETF that focuses on companies returning cash to shareholders through dividends, buybacks, and net debt reduction. Global corporate buyback announcements have fallen dramatically, but actual share repurchase activity has increased. SYLD is a value fund with significant exposure to the Energy and Financials sectors, and its technical situation suggests a 'hold' call.

SYLD: Attractive Valuation And Quality

Cambria Shareholder Yield ETF is an actively managed fund that focuses on shareholder yield and value metrics. The SYLD fund's portfolio consists of 100 stocks, with a significant allocation to energy, materials, and financials sectors. SYLD has outperformed value ETFs in both small and large caps over the past 10 years and in 2023, making it attractive for value investors.

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