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FYLDCambria Foreign Shareholder Yield ETF

Grow my moneyGet income12y track recordRanked #564 of 1,650 in this goal

Seeks income and capital appreciation.

By Cambria · Launched 2013

Annual Cost

0.59%

#3,116 of 5,854 · average

Fund Size

$651M

#1,410 of 5,854 · large

Return (1Y)Goal

+37.2%

Track Record

12 years

#1,129 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$13,973+39.7%

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

What it actually holds

By weight

Concentration

Top 10 holdings = 15.0% of fundwell diversified

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
99.0%
Cash
11.2%

By sector

Energy
25.0%
Financial Services
22.2%
Industrials
14.8%
Consumer Cyclical
10.9%
Consumer Defensive
8.1%
Basic Materials
8.0%
Communication
5.0%
Utilities
3.0%
Other
3.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.1%Moderate

Year-on-year price swings

Max drawdown
-44.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.13Strong risk-adjusted returns
Sortino (3Y)
1.62Good 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

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Data updated on 2026-08-03