LYLDCambria LargeCap Shareholder Yield ETF
Seeks income and capital appreciation.
By Cambria · Launched 2024
Annual Cost
0.59%
#3,122 of 5,861 · average
Fund Size
$7M
#5,085 of 5,861 · small
Return (1Y)Goal
+25.6%
Track Record
2 years
#3,589 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,572+25.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 24.4% of fund✓ well diversified
TD SYNNEX Corp
2.8%
First American Treasury Obliga
2.7%
FedEx Corp
2.7%
EOG Resources Inc
2.5%
JB Hunt Transport Services Inc
2.4%
CF Industries Holdings Inc
2.3%
eBay Inc
2.3%
Ball Corp
2.2%
Verizon Communications Inc
2.2%
Eastman Chemical Co
2.2%
Asset allocation
Stocks
99.8%
Cash
0.2%
Other
0.0%
By sector
Financial Services
26.1%
Energy
17.9%
Consumer Cyclical
14.0%
Healthcare
10.1%
Consumer Defensive
9.9%
Communication
8.0%
Basic Materials
7.9%
Technology
3.9%
Other
2.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
11.4%Moderate
Year-on-year price swings
Max drawdown
-18.6%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks income and capital appreciation.
- Strategy
- Actively manages a portfolio of U.S.-based large-cap equity securities with high shareholder yield, using a model-based approach to select stocks based on dividend payments, buybacks, and debt paydowns. Targets 50 to 100 stocks with favorable value metrics and adjusts holdings quarterly.
- Inception date
- July 11, 2024
- Fund family
- Cambria
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Data updated on 2026-08-04