Morningstar

Cambria Shareholder Yield ETF SYLD

Morningstar Medalist Rating
Medalist Rating as of | See Cambria Investment Hub

Morningstar’s Analysis SYLD

Will SYLD outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SYLD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SYLD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SYLD’s parent organization’s priorities and whether they’re in line with investors’ interests.

A mixed bag.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Cambria Shareholder Yield ETF systematically favors small-value stocks, but its use of dividend and buyback yields promotes an ever-changing portfolio and high risk, calling into question its ability to carve out a long-term edge.

by Zachary Evens
Rated on Published on

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Portfolio Holdings SYLD

More SYLD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bloomin Brands Inc

1.19 12M
Consumer Cyclical

Slide Insurance Holdings Inc

1.13 12M
Financial Services

H&R Block Inc

1.12 11M
Consumer Cyclical

Maplebear Inc

1.11 11M
Consumer Cyclical

Abercrombie & Fitch Co Class A

1.10 11M
Consumer Cyclical

Maximus Inc

1.09 11M
Industrials

Yelp Inc

1.09 11M
Communication Services

Allstate Corp

1.09 11M
Financial Services

Elevance Health Inc

1.09 11M
Healthcare

Ryder System Inc

1.09 11M
Industrials

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