SYLD - ETF AI Analysis
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Cambria Shareholder Yield ETF (SYLD)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating solid momentum.
High-Performing Top Holdings
Several of the largest positions, especially in energy and staffing companies, have delivered strong returns that support the fund’s overall performance.
Broad Sector Diversification
The fund spreads its investments across many sectors, including financials, consumer cyclical, energy, and others, which helps reduce the impact of weakness in any single industry.
Negative Factors
Relatively High Expense Ratio
The fund’s fees are on the higher side for an ETF, which can slightly reduce the net returns investors receive over time.
Concentration in U.S. Stocks
With almost all assets in U.S. companies, the ETF offers little geographic diversification and is heavily tied to the health of the U.S. market.
Underperforming Individual Holdings
A few notable positions, such as PayPal and Western Union, have shown weak performance, which can drag on the fund’s overall results if the trend continues.
SYLD vs. SPDR S&P 500 ETF (SPY)
AUM970.40M
RegionNorth America
Expense Ratio0.59%
Beta0.73
IssuerCambria
Inception DateMay 14, 2013
Dividend Yield1.81%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume39,380
30 Day Avg. Volume35,637
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
95.94Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering99
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SYLD Summary
Cambria Shareholder Yield ETF (SYLD) is a U.S. stock fund that focuses on companies that return a lot of cash to their investors through dividends, stock buybacks, and paying down debt. It doesn’t track a specific index, but follows a “shareholder yield” theme across many sectors, with a tilt toward financial, consumer, and energy companies. Well-known holdings include PayPal and Valero Energy. Investors might consider SYLD for diversified exposure to companies that actively reward shareholders. A key risk is that stock prices in these sectors 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 leans heavily into U.S. energy and cyclical names, with refiners like Marathon Petroleum, Valero, and HF Sinclair doing much of the heavy lifting as their shares keep rising on solid cash flows and shareholder payouts. Staffing giant ManpowerGroup and retailer Abercrombie & Fitch are more mixed, with recent weakness tempering earlier gains and occasionally slowing the fund’s momentum. PayPal adds a touch of tech but has been lagging, while Tenet Healthcare and Newmont Mining provide steadier ballast. Overall, it’s a U.S.-centric, value-tilted portfolio powered by cash-generating cyclicals.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ― | 1.99% | $19.47M | ― | ― | ― | |
| ManpowerGroup | 1.69% | $16.55M | $2.67B | 49.74% | 54 Neutral | |
| HF Sinclair Corporation | 1.58% | $15.40M | $18.99B | 102.34% | 68 Neutral | |
| Valero Energy | 1.54% | $15.03M | $111.48B | 126.31% | 69 Neutral | |
| Marathon Petroleum | 1.53% | $14.94M | $110.51B | 98.22% | 66 Neutral | |
| Abercrombie Fitch | 1.46% | $14.26M | $5.76B | 58.29% | 78 Outperform | |
| Tenet Healthcare | 1.36% | $13.34M | $20.91B | 28.20% | 74 Outperform | |
| APA | 1.24% | $12.09M | $14.97B | 73.91% | 73 Outperform | |
| PayPal Holdings | 1.24% | $12.08M | $47.08B | -22.10% | 76 Outperform | |
| Newmont Mining | 1.23% | $12.03M | $127.95B | 37.27% | 81 Outperform |
SYLD Technical Analysis
Negative
―
Price Trends
84.27
Negative
81.50
Negative
77.71
Positive
Market Momentum
-0.97
Positive
25.76
Positive
2.95
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SYLD, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 83.78, equal to the 50-day MA of 84.27, and equal to the 200-day MA of 77.71, indicating a neutral trend. The MACD of -0.97 indicates Positive momentum. The RSI at 25.76 is Positive, neither overbought nor oversold. The STOCH value of 2.95 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SYLD.
SYLD Peer Comparison
Comparison Results
Performance Comparison
SYLD
Cambria Shareholder Yield ETF
80.59
13.00
19.23%
VFMF
Vanguard U.S. Multifactor ETF
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SEUS
SEI QiM U.S. Equity Factor Allocation Active ETF
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AAUB
Alpha Architect US Equity 4 ETF
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BGDV
Bahl & Gaynor Dividend ETF
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AVTM
Avantis Total Equity Markets ETF
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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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