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SYLD - ETF AI Analysis
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Cambria Shareholder Yield ETF (SYLD)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Top Holdings Showing Solid Gains
Many of the largest positions, including companies in materials and energy, have delivered strong year-to-date performance, helping support the fund’s returns.
Diversified Across Cyclical Sectors
Holdings spread across financials, consumer cyclical, energy, materials, and industrials reduce reliance on any single industry.
Negative Factors
Higher-Than-Average Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can modestly reduce net returns over time.
Heavy U.S. Concentration
With almost all assets in U.S. stocks, the ETF offers very limited geographic diversification and is highly tied to the U.S. market.
Cyclical Sector Sensitivity
Large exposure to economically sensitive areas like consumer cyclical, financials, and energy may lead to sharper declines during economic slowdowns.
SYLD vs. SPDR S&P 500 ETF (SPY)
AUM895.84M
RegionNorth America
Expense Ratio0.59%
Beta0.85
IssuerCambria
Inception DateMay 14, 2013
Dividend Yield2.13%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume51,422
30 Day Avg. Volume51,556
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
83.23Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering100
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SYLD Summary
The Cambria Shareholder Yield ETF (SYLD) is an actively managed U.S.-focused fund that looks for companies that return cash to investors through dividends, stock buybacks, and paying down debt, rather than tracking a specific index. It owns a mix of financial, consumer, energy, and industrial companies, including well-known names like Newmont Mining and Dow Inc. Someone might consider SYLD if they want diversified exposure to many parts of the U.S. market with a focus on income and shareholder-friendly companies. A key risk is that the fund’s value can go up and down with the stock market and its strategy may underperform broad index funds.
How much will it cost me?The Cambria Shareholder Yield ETF (SYLD) has an expense ratio of 0.59%, meaning you’ll pay $5.90 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, focusing on companies with strong shareholder yield characteristics rather than tracking a passive index.
What would affect this ETF?The Cambria Shareholder Yield ETF (SYLD), with its focus on U.S. companies that prioritize shareholder returns, could benefit from a strong U.S. economy and favorable corporate tax policies, which may support dividend payouts and stock buybacks. However, its heavy exposure to cyclical sectors like Financials and Consumer Cyclical makes it vulnerable to economic downturns or rising interest rates, which could negatively impact these industries. Additionally, regulatory changes or shifts in energy and healthcare policies could influence the performance of its top holdings.
SYLD Top 10 Holdings
SYLD is leaning into U.S. value names that reward shareholders, with financials, consumer cyclicals, and energy setting the tone. Rising players like Tri Pointe, Tidewater, and PROG Holdings are giving the fund a helpful tailwind, while Matson has been steady rather than spectacular. On the flip side, more cyclical names such as Dow and LyondellBasell look a bit heavier, with weaker trends that can tug on returns. Overall, performance is being driven by a mix of mid-sized, cash-returning U.S. companies rather than a few mega-cap tech stars.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Fifth Third Bancorp | 1.76% | $15.73M | $39.14B | 12.58% | 71 Outperform | |
| LyondellBasell | 1.68% | $15.05M | $23.29B | -2.49% | 52 Neutral | |
| Cf Industries Holdings | 1.66% | $14.88M | $19.91B | 69.08% | 72 Outperform | |
| Dow Inc | 1.55% | $13.90M | $26.28B | -0.95% | 49 Neutral | |
| Patterson-UTI | 1.54% | $13.79M | $3.91B | 30.09% | 56 Neutral | |
| Valero Energy | 1.35% | $12.13M | $68.95B | 78.56% | 69 Neutral | |
| Ovintiv | 1.35% | $12.11M | C$21.65B | 36.52% | 60 Neutral | |
| Tidewater | 1.34% | $12.02M | $3.81B | 89.95% | 78 Outperform | |
| Tri Pointe | 1.33% | $11.92M | $3.94B | 46.80% | 73 Outperform | |
| APA | 1.29% | $11.55M | $12.18B | 75.78% | 73 Outperform |
SYLD Technical Analysis
Neutral
―
Price Trends
74.77
Negative
71.71
Positive
69.01
Positive
Market Momentum
-0.35
Positive
36.52
Neutral
20.41
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SYLD, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 75.96, equal to the 50-day MA of 74.77, and equal to the 200-day MA of 69.01, indicating a neutral trend. The MACD of -0.35 indicates Positive momentum. The RSI at 36.52 is Neutral, neither overbought nor oversold. The STOCH value of 20.41 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SYLD.
SYLD Peer Comparison
Comparison Results
Performance Comparison
SYLD
Cambria Shareholder Yield ETF
73.37
9.92
15.63%
ULTY
YieldMax Ultra Option Income Strategy ETF
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―
―
BGDV
Bahl & Gaynor Dividend ETF
―
―
―
ABFL
Fcf Us Quality Etf
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―
―
XCHG
AB US Equity ETF
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―
―
EBI
Longview Advantage ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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