SHRYFirst Trust Bloomberg Shareholder Yield ETF
Grow my money#2235 of 2944 for Grow my money
Seeks investment results that correspond generally to the price and yield of the Bloomberg Shareholder Yield Index.
First Trust · Since 2017 (8 years)
Annual Cost
0.60%
#2918 out of 5,332 ETFs
Fund Size
$17M
#4208 out of 5,332 ETFs
Dividend Yield
1.70%
Track Record
8 years
#1604 out of 5,332 ETFs
Performance
1 Year
+14.1%
3 Years
+15.9%
5 Years
+8.8%
What's inside
Asset class
Region
Asset allocation
Stocks
99.9%
Cash
0.1%
Sector breakdown
Financial Services
23.9%
Energy
17.1%
Communication
13.0%
Technology
12.6%
Consumer Defensive
11.0%
Healthcare
8.2%
Industrials
7.3%
Consumer Cyclical
5.7%
Other
1.2%
Top holdings
Charter Communications Inc Class ACHTR5.1%
ConocoPhillipsCOP5.0%
Comcast Corp Class ACMCSA4.7%
Cheniere Energy IncLNG4.4%
Synchrony FinancialSYF4.0%
Chevron CorpCVX3.8%
Altria Group IncMO3.8%
MetLife IncMET3.3%
PayPal Holdings IncPYPL3.2%
The Cigna GroupCI2.8%
Risk profile
Volatility (1Y)
11.5%
Moderate
Max drawdown
-36.7%
Worst peak-to-trough loss
Sharpe (3Y)
0.92
Decent risk-adjusted returns
Sortino (3Y)
1.36
Good downside protection
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Data updated on 2026-05-05