SYLDCambria Shareholder Yield ETF
SYLD Fund Description
SYLD offers active exposure to US stocks with attractive cash flow characterized by dividends, shares buybacks and net debt paydown.
SYLD Factset Analytics Insight
SYLD actively selects US stocks that exhibit high shareholder yield which is calculated by considering company’s cash flow measures. Selection starts with the top 20% stocks by combining two popular themes — dividend payments and share buybacks. The fund’s quantitative algorithm then factors in the debt paydowns of the remaining stocks and applies valuation factors. The top 100 stocks that represents the best combination of shareholder yield characteristics and value metrics forms the final portfolio. The fund equal weights its holdings during normal market condition, and is rebalanced and reconstituted quarterly. SYLD generally holds large-caps, but may invest in small- and midcap stocks. Prior to March 26, 2018, the fund was actively managed, and prior to June 1, 2020, it tracked Cambria Shareholder Yield Index.
SYLD MSCI ESG Analytics Insight
Cambria Shareholder Yield ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.11 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Cambria Shareholder Yield ETF ranks in the 32nd percentile within its peer group and in the 7th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SYLD MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
SYLD Summary Data
SYLD Portfolio Data
SYLD Index Data
SYLD Portfolio Management
SYLD Tax Exposures
SYLD Fund Structure
SYLD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SYLD. SYLD is rated a 5 out of 5.
SYLD Sector/Industry Breakdown
SYLD Economic Development
SYLD Performance Statistics
SYLD MSCI ESG Ratings
SYLD Benchmark Comparison Summary
SYLD Benchmark Comparison Market Cap Size