SYLDCambria Shareholder Yield ETF
Seeks income and capital appreciation.
By Cambria · Launched 2013
Annual Cost
0.59%
#3,222 of 6,040 · average
Fund Size
$1.0B
#1,177 of 6,040 · large
Return (1Y)
+24.9%
Track Record
13 years
#1,068 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,268+22.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 11.7% of funddiversified
Garrett Motion Inc
1.3%
PVH Corp
1.3%
Avnet Inc
1.2%
Franklin Resources Inc
1.2%
Ryder System Inc
1.2%
Huntsman Corp
1.1%
Sirius XM Holdings Inc
1.1%
Northern Trust Corp
1.1%
World Kinect Corp
1.1%
Photronics Inc
1.1%
Asset allocation
Stocks
97.7%
Cash
2.1%
Other
0.1%
By sector
Financial Services
21.8%
Consumer Cyclical
21.7%
Energy
15.5%
Industrials
9.1%
Consumer Defensive
8.5%
Basic Materials
7.9%
Communication
7.3%
Healthcare
5.5%
Other
2.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.9%Moderate
Year-on-year price swings
Max drawdown
-45.3%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.55Decent risk-adjusted returns
Sortino (3Y)
0.82Moderate downside risk
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks income and capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in U.S.-based equity securities with high shareholder yield, including dividends, buybacks, and debt paydowns. Targets larger market capitalizations but may include small- and mid-cap companies, focusing on the top 100 stocks based on shareholder yield characteristics and value metrics.
- Inception date
- May 13, 2013
- Fund family
- Cambria
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Data updated on 2026-09-18