LYLD - ETF AI Analysis
Top Page
Cambria Large Cap Shareholder Yield ETF (LYLD)
LYLD, the Cambria Large Cap Shareholder Yield ETF, earns a solid overall rating driven by several strong holdings like ConocoPhillips, EOG Resources, Exelixis, and Travelers, which all show healthy financial performance, reasonable valuations, and supportive earnings call commentary. These strengths are partly offset by weaker names such as Kraft Heinz, which faces declining revenues, profitability issues, and bearish trading signals, and by mixed stories like Dollar Tree and Ball Corporation where financial or technical challenges limit their positive impact. A key risk factor is that a meaningful portion of the fund is tied to companies with operational or cash flow pressures, which could weigh on returns if those issues persist.
LYLD vs. SPDR S&P 500 ETF (SPY)
- AUM
- 9.38M
- Region
- North America
- Expense Ratio
- 0.59%
- Beta
- 0.57
- Issuer
- Cambria
- Inception Date
- Jul 12, 2024
- Dividend Yield
- 2.04%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
LYLD Summary
The Cambria Large Cap Shareholder Yield ETF (LYLD) invests in large U.S. companies that focus on rewarding their investors through dividends, stock buybacks, and paying down debt. It does not track a specific index, but follows a “shareholder yield” theme across many sectors like financials, energy, and consumer companies. Well-known holdings include eBay and Kraft Heinz. Someone might invest in LYLD for a mix of potential growth and steady income from established businesses. A key risk is that it is concentrated in U.S. large-cap stocks, so its value can rise and fall with the overall stock market.
How much will it cost me?
This ETF has an expense ratio of 0.59%, which means you’ll pay about $5.90 per year for every $1,000 you invest. That’s higher than the average index ETF because LYLD is actively managed, selecting large-cap stocks based on shareholder yield rather than simply tracking a broad market index.
What would affect this ETF?
This U.S. large-cap ETF could benefit if the economy stays healthy, consumers keep spending, and energy and financial companies gain from stable or rising interest rates and solid commodity prices, which can support the shareholder-friendly actions (like dividends and buybacks) it targets. On the other hand, a recession, falling energy prices, stricter financial regulations, or sharp interest rate cuts that hurt bank profits could weigh on its major sectors and reduce companies’ ability or willingness to return cash to investors.
LYLD Top 10 Holdings
LYLD is leaning heavily into U.S. energy and value plays, with names like APA, ConocoPhillips, EOG Resources, Halliburton, and Diamondback quietly powering the fund as they trend higher on solid cash flows and shareholder-friendly policies. Maplebear has been a standout riser, adding a bit of growth flair, while Ball and Dollar Tree are more mixed, occasionally acting as speed bumps rather than accelerators. Overall, the ETF is U.S.-centric, tilted toward energy and cyclical value, with a few steady tech and consumer names smoothing out the ride.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 CART | Maplebear | 2.41% | $226.33K | $13.07B | 54.02% | 79Outperform |
 APA | APA | 2.22% | $207.79K | $18.51B | 135.80% | 73Outperform |
 COP | Conocophillips | 2.21% | $207.19K | $185.04B | 74.76% | 78Outperform |
 EOG | EOG Resources | 2.15% | $201.15K | $86.83B | 56.97% | 78Outperform |
 EXEL | Exelixis | 2.12% | $199.20K | $16.93B | 78.20% | 78Outperform |
 DLTR | Dollar Tree | 2.20% | $205.97K | $25.12B | 35.50% | 61Neutral |
 FTV | Fortive | 2.17% | $203.05K | $19.42B | 27.28% | 72Outperform |
 FANG | Diamondback | 2.09% | $195.90K | $59.39B | 49.19% | 81Outperform |
 HAL | Halliburton | 2.09% | $196.37K | $29.92B | 34.16% | 72Outperform |
 BALL | Ball | 2.12% | $198.53K | $17.59B | 40.56% | 59Neutral |
LYLD Technical Analysis
Price Trends
Market Momentum
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 34.30 is above the 20-day moving average (MA) of 33.24, above the 50-day MA of 33.04, and above the 200-day MA of 30.69, indicating a bullish trend. The MACD of 0.41 indicates Negative momentum. The RSI at 67.26 is Neutral, neither overbought nor oversold. The STOCH value of 82.80 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| LYLD | $34.30 | $37.00(7.88% Upside) | $9.38M | 0.59% | 70Outperform |
 PRMR | $28.30 | $34.26(21.03% Upside) | $93.63M | 1.00% | 73Outperform |
 FCUS | $36.61 | $47.35(29.34% Upside) | $86.02M | 0.80% | 67Neutral |
 EGGQ | $43.39 | $66.70(53.72% Upside) | $77.29M | 0.93% | 58Neutral |
 REGS | $11.08 | $14.68(32.48% Upside) | $76.65M | 0.35% | 74Outperform |
 SPCT | $27.98 | $32.05(14.55% Upside) | $71.86M | 0.85% | 72Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| LYLD | Cambria Large Cap Shareholder Yield ETF | 34.30 | 8.05 | 30.68% | |
| PRMR | PeakShares RMR Prime Equity ETF | 28.30 | 3.32 | 13.31% | |
| FCUS | Pinnacle Focused Opportunities ETF | 36.61 | 2.64 | 7.78% | |
| EGGQ | NestYield Visionary ETF | 43.39 | -3.25 | -6.98% | |
| REGS | Columbia Large Cap Growth ETF | 11.08 | 0.99 | 9.84% | |
| SPCT | Liberty One Spectrum ETF | 27.98 | 3.04 | 12.18% |
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.