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SYLD - ETF AI Analysis
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Cambria Shareholder Yield ETF (SYLD)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several top holdings, such as Peabody Energy and Tenet Healthcare, have delivered strong year-to-date performance, supporting the ETF's returns.
Sector Diversification
The ETF is spread across multiple sectors, including Financials, Consumer Cyclical, and Industrials, reducing reliance on any single industry.
Healthy Asset Base
With nearly $880 million in assets under management, the fund has a solid investor base and liquidity.
Negative Factors
High Geographic Concentration
The ETF is heavily focused on U.S. companies, offering little exposure to international markets.
Mixed Recent Performance
The fund's year-to-date and one-month performance have been negative, indicating recent struggles in the market.
Above-Average Expense Ratio
The ETF's expense ratio of 0.59% is higher than many passive funds, which could eat into long-term returns.
SYLD vs. SPDR S&P 500 ETF (SPY)
AUM873.50M
RegionNorth America
Expense Ratio0.59%
Beta0.83
IssuerCambria
Inception DateMay 14, 2013
Dividend Yield2.2%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume42,071
30 Day Avg. Volume62,426
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
76.24Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering102
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SYLD Summary
The Cambria Shareholder Yield ETF (SYLD) is an investment fund that focuses on companies in the U.S. that prioritize returning value to shareholders through dividends, stock buybacks, and reducing debt. It includes a mix of industries like financials, consumer goods, and energy, with well-known companies such as AFLAC and Fox among its top holdings. This ETF is designed for investors looking for broad exposure to the market while emphasizing shareholder-friendly companies. It could be a good choice for those seeking growth and diversification. However, new investors should note that its performance can fluctuate with the overall market, as it heavily depends on U.S. companies across various sectors.
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
The Cambria Shareholder Yield ETF (SYLD) leans heavily into financials and consumer cyclical stocks, which together make up nearly half of its portfolio. Steel Dynamics and Bread Financial Holdings are rising stars, buoyed by strong earnings and strategic initiatives, while Matson shows steady growth despite mixed revenue trends. On the flip side, ManpowerGroup and PROG Holdings are lagging, weighed down by declining revenues and profitability challenges. With its U.S.-focused exposure and emphasis on shareholder returns, the fund offers a balanced mix of growth and stability, though its sector concentration may amplify volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| REV Group | 1.09% | $9.54M | $3.22B | 96.62% | 74 Outperform | |
| Newmont Mining | 1.09% | $9.48M | $119.17B | 176.03% | 81 Outperform | |
| World Kinect | 1.08% | $9.45M | $1.45B | -4.36% | 51 Neutral | |
| Dow Inc | 1.08% | $9.40M | $18.14B | -36.28% | 49 Neutral | |
| Halliburton | 1.07% | $9.36M | $25.95B | 12.39% | 72 Outperform | |
| LyondellBasell | 1.07% | $9.31M | $14.87B | -38.50% | 52 Neutral | |
| Abercrombie Fitch | 1.06% | $9.26M | $5.91B | -16.12% | 78 Outperform | |
| Patterson-UTI | 1.06% | $9.26M | $2.52B | -21.50% | 56 Neutral | |
| Bread Financial Holdings | 1.06% | $9.22M | $3.66B | 34.92% | 72 Outperform | |
| Eastman Chemical | 1.06% | $9.22M | $7.79B | -24.87% | 72 Outperform |
SYLD Technical Analysis
Positive
―
Price Trends
68.97
Positive
68.61
Positive
65.76
Positive
Market Momentum
0.55
Negative
57.37
Neutral
79.94
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SYLD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 70.68, equal to the 50-day MA of 68.97, and equal to the 200-day MA of 65.76, indicating a bullish trend. The MACD of 0.55 indicates Negative momentum. The RSI at 57.37 is Neutral, neither overbought nor oversold. The STOCH value of 79.94 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SYLD.
SYLD Peer Comparison
Comparison Results
Performance Comparison
SYLD
Cambria Shareholder Yield ETF
71.20
5.49
8.35%
PLDR
Putnam Sustainable Leaders ETF
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ABFL
Fcf Us Quality Etf
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BGDV
Bahl & Gaynor Dividend 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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