SYLDCambria Shareholder Yield ETF
Seeks income and capital appreciation.
By Cambria · Launched 2013
Annual Cost
0.59%
#3,117 of 5,853 · average
Fund Size
$937M
#1,172 of 5,853 · large
Return (1Y)Goal
+29.5%
Track Record
13 years
#1,057 of 5,853 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,980+29.8%
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 = 11.7% of fund✓ well diversified
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
99.8%
Cash
0.1%
Other
0.0%
By sector
Consumer Cyclical
23.9%
Financial Services
22.2%
Energy
13.1%
Consumer Defensive
8.8%
Industrials
8.0%
Basic Materials
7.8%
Communication
7.2%
Healthcare
6.0%
Other
3.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.0%Moderate
Year-on-year price swings
Max drawdown
-45.3%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.50Below average
Sortino (3Y)
0.74Moderate 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 2026-08-02