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SYLD
+4.98 · +7.24%
$73.74 · BATS

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

Cambria Investment Management · United States
AUM:$921.9M
#– 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 15.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.59% — moderate cost. Consider how fees compound over long holding periods.

What is SYLD?

The fund is actively managed and seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its total assets in equity securities, including common stock, issued by U. -based publicly listed companies that provide high shareholder yield.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SYLD delivered 15.8% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.59%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 13.3% of the ETF — exposure spread across many positions.
ETF Information
AUM$921.9M
Expense Ratio0.59%
Dividend Yield2.13%
Holdings50
Inception DateMay 2013
DomicileUnited States
DistributionNA
Index–
ProviderCambria Investment Management
Beta1.02
CategoryMid-Cap Value
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+14.1%
1Y
+26.2%
3Y
+45.0%
5Y
+51.1%
OpenBook InsightIf you had invested £10,000 in SYLD 5 years ago, it would have grown to £15,113 — a gain of £5,113.

Annual Returns

Calendar year performance

SYLD delivered positive returns in 4 of the last 5 calendar years.
YearSYLD
2026 YTD+23.2%
2025+4.2%
2024+2.8%
2023+17.6%
2022-6.7%
CAGR 4yr+4.1%
4/5 positive yearsAvg return: +8.2%Worst year: -6.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
10.5%
Low
Momentum
+4.7%
30-day change
Support Level
84.22
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.
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