LYLD - ETF AI Analysis
Top Page
Cambria Large Cap Shareholder Yield ETF (LYLD)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum.
Top Holdings With Strong Gains
Several of the largest positions, including companies like TD SYNNEX, FedEx, and CF Industries, have delivered strong year-to-date performance that supports the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors such as financials, energy, consumer cyclical, health care, and others, which helps reduce the impact if any one industry struggles.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees over time.
Small Asset Base
The ETF manages a relatively low amount of assets, which can sometimes lead to lower trading volume and wider bid-ask spreads for investors.
Heavy U.S. Concentration
With almost all of its holdings in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. market’s fortunes.
LYLD vs. SPDR S&P 500 ETF (SPY)
AUM6.85M
RegionNorth America
Expense Ratio0.59%
Beta0.64
IssuerCambria
Inception DateJul 12, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume656
30 Day Avg. Volume1,012
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
34.22Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering51
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LYLD Summary
The Cambria Large Cap Shareholder Yield ETF (LYLD) invests mainly in large U.S. companies that return cash to investors through dividends, buying back their own shares, and paying down debt. It doesn’t track a traditional index, but instead selects financially solid firms across many sectors, including financials, energy, and healthcare. Well-known holdings include FedEx and eBay. Someone might consider LYLD for a mix of potential growth and steady income, while spreading money across many big companies. A key risk is that share prices can rise or fall with the overall stock market, and its focus on U.S. large caps may limit diversification.
How much will it cost me?The Cambria Large Cap Shareholder Yield ETF (LYLD) 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 selecting large-cap stocks that prioritize shareholder returns. Active management typically involves higher costs compared to passively managed funds that track an index.
What would affect this ETF?The LYLD ETF, focused on large-cap U.S. companies, could benefit from stable economic growth and increased shareholder-friendly activities like dividends and share buybacks, especially in sectors like Financials and Consumer Cyclical, which dominate its portfolio. However, rising interest rates or economic slowdowns could negatively impact its Financial sector exposure, while regulatory changes or commodity price fluctuations might affect holdings in Materials and Energy. Investors should also consider how broader market trends and sector-specific developments could influence the ETF's performance.
LYLD Top 10 Holdings
LYLD leans heavily on U.S. financials and economically sensitive names, and that’s where much of the action is. Bank of New York Mellon and Principal Financial have been steadily rising, giving the fund a solid backbone, while TD SYNNEX has been one of the real engines, climbing on strong growth and shareholder-friendly moves. On the flip side, eBay and Viatris have been more of a drag, with choppier trading and lingering profitability concerns. Energy player EOG Resources has been mixed, leaving the fund tied closely to the ups and downs of the broader U.S. economy.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Fox | 2.27% | $155.49K | $22.41B | -0.31% | 77 Outperform | |
| Tenet Healthcare | 2.16% | $148.31K | $17.55B | 21.13% | 74 Outperform | |
| Universal Health | 2.13% | $145.98K | $9.58B | -12.93% | 74 Outperform | |
| Kraft Heinz | 2.11% | $144.86K | $30.08B | -4.83% | 48 Neutral | |
| General Mills | 2.10% | $144.04K | $20.05B | -28.43% | 66 Neutral | |
| HF Sinclair Corporation | 2.10% | $143.91K | $13.07B | 64.75% | 68 Neutral | |
| PayPal Holdings | 2.10% | $143.73K | $40.11B | -39.90% | 76 Outperform | |
| eBay | 2.09% | $143.21K | $50.99B | 52.28% | 70 Outperform | |
| Dollar Tree | 2.09% | $143.15K | $23.84B | 17.49% | 61 Neutral | |
| American International Group | 2.08% | $142.66K | $42.09B | -2.57% | 60 Neutral |
LYLD Technical Analysis
Positive
―
Price Trends
29.94
Positive
29.63
Positive
28.57
Positive
Market Momentum
0.13
Negative
56.76
Neutral
89.36
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LYLD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.13, equal to the 50-day MA of 29.94, and equal to the 200-day MA of 28.57, indicating a bullish trend. The MACD of 0.13 indicates Negative momentum. The RSI at 56.76 is Neutral, neither overbought nor oversold. The STOCH value of 89.36 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LYLD.
LYLD Peer Comparison
Comparison Results
Performance Comparison
LYLD
Cambria Large Cap Shareholder Yield ETF
30.40
4.20
16.03%
ACEP
ARS Core Equity Portfolio ETF
―
―
―
FCUS
Pinnacle Focused Opportunities ETF
―
―
―
JOYT
JPMorgan Equity and Options Total Return ETF
―
―
―
EGGQ
NestYield Visionary ETF
―
―
―
JHDG
John Hancock Hedged Equity 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: ―
Table of Contents