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Cambria Shareholder Yield ETF SYLD

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

Morningstar’s Analysis SYLD

Will SYLD outperform in 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 high-performing but volatile ETF.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Cambria Shareholder Yield ETF SYLD systematically chooses stocks trading at low valuations with high combined dividend and net buyback yields. This approach favors small-value stocks but also 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 10.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Devon Energy Corp

1.10 13.3 Mil
Energy

EOG Resources Inc

1.09 13.2 Mil
Energy

Chord Energy Corp Ordinary Shares - New

1.09 13.1 Mil
Energy

REV Group Inc

1.08 13.0 Mil
Industrials

Marathon Petroleum Corp

1.08 13.0 Mil
Energy

PBF Energy Inc Class A

1.08 12.9 Mil
Energy

Magnolia Oil & Gas Corp Class A

1.07 12.9 Mil
Energy

Pioneer Natural Resources Co

1.07 12.9 Mil
Energy

Exxon Mobil Corp

1.07 12.9 Mil
Energy

Cal-Maine Foods Inc

1.07 12.8 Mil
Consumer Defensive