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FYLDCambria Foreign Shareholder Yield ETF

Grow my moneyGet income12y track recordRanked #587 of 1,706 in this goal

Seeks income and capital appreciation.

By Cambria · Launched 2013

Annual Cost

0.59%

#3,222 of 6,040 · average

Fund Size

$715M

#1,399 of 6,040 · large

Return (1Y)

+34.0%

Track Record

12 years

#1,141 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$13,582+35.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Active selection

Factor

Dividend

Holdings

By weight

Concentration

Top 10 holdings = 15.0% of funddiversified

First American Government Obli
2.2%
Saipem SpA
1.6%
Subsea 7 SA
1.5%
Equinor ASA
1.4%
Athabasca Oil Corp
1.4%
Tamarack Valley Energy Ltd
1.4%
Vallourec SACA
1.3%
Yancoal Australia Ltd
1.3%
Aker BP ASA
1.3%
Parex Resources Inc
1.3%

Asset allocation

Stocks
98.8%
Cash
0.9%
Other
0.3%

By sector

Energy
26.5%
Financial Services
23.1%
Industrials
14.1%
Consumer Cyclical
10.7%
Basic Materials
8.0%
Consumer Defensive
7.3%
Communication
4.9%
Utilities
2.9%
Other
2.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
11.8%Moderate

Year-on-year price swings

Max drawdown
-44.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.29Strong risk-adjusted returns
Sortino (3Y)
1.87Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks income and capital appreciation.
Strategy
Actively manages a portfolio primarily invested in equity securities of publicly listed companies in developed foreign markets excluding the U.S. Focuses on high shareholder yield through dividends, buybacks, and debt paydowns, targeting larger market capitalizations with some exposure to small- and mid-cap companies.
Inception date
December 2, 2013
Fund family
Cambria

Next steps

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Data updated on 2026-09-18