LYLD
+1.66 · +6.09%
$28.92 · BATS

Cambria LargeCap Shareholder Yield ETF (LYLD) ETF Analysis | Mid-Cap Value

Cambria Investment Management · USA
AUM:$6.0M
#– of – in Mid-Cap Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 17.6% over the past year, showing positive momentum.

What is LYLD?

The fund is actively managed using a model-based approach and seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets, plus borrowings for investment purposes, in equity securities, including common stock, issued by U. -based large capitalization publicly listed companies that provide high "shareholder yield.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
LYLD delivered 17.6% over the past year. Historical returns only — past performance is not indicative of future results.
Broadly Diversified
Top 10 holdings represent just 23.2% of the ETF — exposure spread across many positions.
Income Component
Current yield of 2.69% — modest income alongside capital growth potential.
ETF Information
AUM$6.0M
Expense Ratio0.00%
Dividend Yield2.69%
Holdings50
Inception DateJul 2024
Domicile–
Distribution–
Index–
ProviderCambria Investment Management
Beta–
CategoryMid-Cap Value
CurrencyUSD
Portfolio Impact

How would LYLD affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+11.6%
1Y
+23.9%
3Y
+38.1%
5Y
+38.1%
OpenBook InsightIf you had invested £10,000 in LYLD 5 years ago, it would have grown to £13,807 — a gain of £3,807.

Annual Returns

Calendar year performance

LYLD delivered positive returns in 3 of the last 3 calendar years.
YearLYLD
2026 YTD+19.9%
2025+13.1%
2024+1.2%
CAGR 2yr+7.0%
3/3 positive yearsAvg return: +11.4%Worst year: +1.2% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
8.6%
Low
Momentum
+6.3%
30-day change
Support Level
32.27
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.