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SYLD - ETF AI Analysis

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SYLD

Cambria Shareholder Yield ETF (SYLD)

Rating:69Neutral
Price Target:
SYLD, the Cambria Shareholder Yield ETF, has a generally positive rating, supported by strong contributors like Northern Trust and Yelp, which show solid financial performance, reasonable valuations, and supportive technical trends. Other holdings such as Bread Financial, Synchrony Financial, and Photronics also add to the fund’s quality through attractive valuations and strategic growth initiatives, though some face revenue or momentum headwinds. The overall rating is held back somewhat by weaker names like Huntsman, which is dealing with declining revenue, profitability pressures, and a dividend cut, highlighting company-specific and sector-related risk within the portfolio.
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and in recent months, indicating solid recent momentum.
Broad Sector Diversification
Holdings spread across several sectors like consumer, financials, energy, and industrials help reduce the impact if any one industry struggles.
Healthy Top Holdings Performance
Many of the largest positions, such as PVH, Avnet, and Photronics, have shown strong year-to-date performance, supporting the fund’s overall results.
Negative Factors
High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
Concentrated U.S. Exposure
Almost all assets are invested in U.S. companies, offering little geographic diversification if the U.S. market faces a downturn.
Mixed Performance Among Top Holdings
Some key positions like PayPal, Synchrony Financial, and Yelp have shown weak year-to-date performance, which could drag on future returns if the weakness continues.

SYLD vs. SPDR S&P 500 ETF (SPY)

SYLD Summary

The Cambria Shareholder Yield ETF (SYLD) is an actively managed fund that invests mainly in U.S. companies across many sectors, with a focus on firms that return cash to investors through dividends, stock buybacks, and paying down debt. It does not track a specific index, but follows a “shareholder yield” theme. Well-known holdings include PayPal and Sirius XM. Someone might invest in SYLD to seek long-term growth and income while spreading money across many different industries. A key risk is that stock prices in this ETF can go up and down with the overall market.
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-style names, with consumer and financial stocks setting the tone. Avnet and Photronics have been rising steadily and look like quiet workhorses for the fund, while PVH and Columbia Sportswear add more consumer punch as they climb on improving sentiment. Financials like Northern Trust and Bread Financial are also pulling their weight, helping offset weaker spots. Yelp has been more mixed, occasionally losing steam, and Huntsman’s ongoing struggles act as a small drag. Overall, performance is driven by a diversified mix rather than any single star.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
PVH1.35%$12.76M$4.29B31.33%
66
Neutral
Avnet1.20%$11.37M$6.44B52.03%
67
Neutral
Ryder System1.18%$11.19M$9.80B80.56%
73
Outperform
Photronics1.16%$10.96M$3.08B176.49%
74
Outperform
Yelp1.14%$10.76M$1.71B-18.18%
77
Outperform
DR Horton1.12%$10.60M$45.34B27.29%
66
Neutral
Newmont Mining1.12%$10.59M$128.85B114.68%
81
Outperform
SLM1.12%$10.57M$4.49B-16.94%
67
Neutral
Sirius XM Holdings1.12%$10.55M$8.96B21.96%
64
Neutral
Northern1.11%$10.46M$30.39B81.40%
78
Outperform

SYLD Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
75.88
Positive
100DMA
74.15
Positive
200DMA
70.60
Positive
Market Momentum
MACD
0.99
Negative
RSI
65.56
Neutral
STOCH
69.91
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 77.44, equal to the 50-day MA of 75.88, and equal to the 200-day MA of 70.60, indicating a bullish trend. The MACD of 0.99 indicates Negative momentum. The RSI at 65.56 is Neutral, neither overbought nor oversold. The STOCH value of 69.91 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
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$950.87M0.59%
69
Neutral
$866.63M1.30%
64
Neutral
$771.79M0.45%
74
Outperform
$735.10M0.22%
63
Neutral
$681.71M0.50%
69
Neutral
$633.45M0.24%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SYLD
Cambria Shareholder Yield ETF
78.64
19.55
33.09%
ULTY
YieldMax Ultra Option Income Strategy ETF
BGDV
Bahl & Gaynor Dividend ETF
AVTM
Avantis Total Equity Markets ETF
XCHG
AB US Equity ETF
EBI
Longview Advantage ETF
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.
DisclaimerThis 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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