SHRY vs SYLD
Comparison between FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF (SHRY, ETF) and CAMBRIA SHAREHOLDER YIELD ETF (SYLD, ETF).
5-Year PerformanceSHRY has outperformed SYLD, delivering a return of +7.9% compared to +5.7%
SHRY vs SYLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SHRY
$18M
Winner
SYLD
$960M
Expense Ratio
SHRY
0.60%
Winner
SYLD
0.59%
Max Drawdown
Winner
SHRY
36.67%
SYLD
45.80%
Sharpe Ratio
SHRY
0.36
Winner
SYLD
1.32
5Y Beta
Winner
SHRY
0.60
SYLD
0.83
P/E Ratio
Winner
SHRY
14.57
SYLD
19.69
Forward P/E
SHRY
12.07
Winner
SYLD
10.56
PEG Ratio
SHRY
0.43
Winner
SYLD
0.19
5Y Dividends CAGR
SHRY
11.17%
Winner
SYLD
17.45%
5Y EPS CAGR
SHRY
13.72%
Winner
SYLD
14.01%
Debt to Equity
SHRY
75.23%
SYLD
N/A
P/S Ratio
SHRY
1.28
Winner
SYLD
0.61
P/B Ratio
SHRY
3.13
Winner
SYLD
1.49
SHRY vs SYLD - Holdings Comparison
SHRY and SYLD have 10 common holdings. Overlap is 8.73%
SHRY's top 25 holdings weight is 75.12%. SYLD's top 25 holdings weight is 29.79%.
| Rank | SHRY | SYLD |
|---|---|---|
| #1 | FOX CORP CLASS A (FOXA) - 5.43% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 1.74% |
| #2 | QUALCOMM INC (QCOM) - 5.38% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.38% |
| #3 | METLIFE INC (MET) - 5.07% | AVNET INC (AVT) - 1.35% |
| #4 | PAYPAL HOLDINGS INC (PYPL) - 4.42% | PVH CORP (PVH) - 1.35% |
| #5 | COMCAST CORP CLASS A (CMCSA) - 4.19% | FRANKLIN RESOURCES INC (BEN) - 1.25% |
| #6 | FISERV INC (FISV) - 4.19% | SIRIUS XM HOLDINGS INC (SIRI) - 1.23% |
| #7 | D.R. HORTON INC (DHI) - 3.86% | WORLD KINECT CORP (WKC) - 1.21% |
| #8 | AMERIPRISE FINANCIAL INC (AMP) - 3.49% | PHOTRONICS INC (PLAB) - 1.20% |
| #9 | ADOBE INC (ADBE) - 3.30% | H&R BLOCK INC (HRB) - 1.20% |
| #10 | ALTRIA GROUP INC (MO) - 2.86% | THE TIMKEN CO (TKR) - 1.18% |
| #11 | THE KROGER CO (KR) - 2.86% | HUNTSMAN CORP (HUN) - 1.16% |
| #12 | SLB LTD (SLB) - 2.85% | RYDER SYSTEM INC (R) - 1.15% |
| #13 | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 2.79% | BORGWARNER INC (BWA) - 1.15% |
| #14 | AFLAC INC (AFL) - 2.69% | NORTHERN TRUST CORP (NTRS) - 1.14% |
| #15 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.33% | COLUMBIA SPORTSWEAR CO (COLM) - 1.13% |
| #16 | BOOKING HOLDINGS INC (BKNG) - 2.31% | VIATRIS INC (VTRS) - 1.13% |
| #17 | ALLSTATE CORP (ALL) - 2.13% | METLIFE INC (MET) - 1.12% |
| #18 | HCA HEALTHCARE INC (HCA) - 2.10% | CABOT CORP (CBT) - 1.11% |
| #19 | CONOCOPHILLIPS (COP) - 2.09% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.11% |
| #20 | VALERO ENERGY CORP (VLO) - 2.06% | LEAR CORP (LEA) - 1.11% |
| #21 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.92% | BREAD FINANCIAL HOLDINGS INC (BFH) - 1.11% |
| #22 | COLGATE-PALMOLIVE CO (CL) - 1.89% | MACY'S INC (M) - 1.09% |
| #23 | PHILLIPS 66 (PSX) - 1.69% | COREBRIDGE FINANCIAL INC (CRBG) - 1.08% |
| #24 | CHENIERE ENERGY INC (LNG) - 1.64% | MATSON INC (MATX) - 1.06% |
| #25 | UNION PACIFIC CORP (UNP) - 1.58% | THE KRAFT HEINZ CO (KHC) - 1.05% |
| Total Holdings | 51 | 102 |
SHRY vs SYLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SHRY
-0.40%
SYLD
-1.07%
3M
SHRY
-2.34%
Winner
SYLD
+3.41%
6M
SHRY
+5.28%
Winner
SYLD
+12.50%
1Y
SHRY
+7.66%
Winner
SYLD
+25.90%
5Y(CAGR)
Winner
SHRY
+7.94%
SYLD
+5.68%
10Y(CAGR)
SHRY
+10.90%
Winner
SYLD
+12.91%
Max(CAGR)
SHRY
+10.90%
Winner
SYLD
+12.01%
SHRY vs SYLD - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | SHRY | SYLD |
|---|---|---|
| 2026 | +4.04% | +11.72% |
| 2025 | +7.21% | +4.17% |
| 2024 | +17.84% | +2.80% |
| 2023 | +17.52% | +17.58% |
| 2022 | -14.18% | -6.68% |
| 2021 | +31.62% | +51.02% |
| 2020 | +11.50% | +13.78% |
| 2019 | +30.14% | +25.70% |
| 2018 | -9.35% | -13.98% |
| 2017 | +10.12% | +19.58% |
| 2016 | N/A | +16.92% |
| 2015 | N/A | -0.82% |
| 2014 | N/A | +12.01% |
| 2013 | N/A | +17.84% |
SHRY vs SYLD Drawdown Comparison
The maximum drawdown for SHRY was -36.67%, occurring on Mar 23, 2020. Recovery took 190 trading sessions.
The maximum drawdown for SYLD was -45.36%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current SHRY drawdown is -3.39%. The current SYLD drawdown is -1.63%.
| Rank | SHRY | SYLD |
|---|---|---|
| #1 | -36.67% Feb 12, 2020 - Nov 11, 2020 | -45.36% Jan 16, 2020 - Nov 16, 2020 |
| #2 | -23.94% Jan 4, 2022 - Dec 26, 2023 | -26.61% Nov 25, 2024 - Feb 2, 2026 |
| #3 | -19.56% Sep 21, 2018 - Apr 24, 2019 | -23.67% Aug 29, 2018 - Nov 7, 2019 |
| #4 | -15.34% Nov 29, 2024 - Jun 30, 2025 | -20.16% Nov 16, 2021 - Feb 1, 2023 |
| #5 | -10.31% Jan 26, 2018 - Aug 28, 2018 | -16.63% Mar 2, 2015 - Sep 30, 2016 |
| #6 | -7.52% Apr 24, 2019 - Jul 1, 2019 | -16.52% Feb 2, 2023 - Dec 13, 2023 |
| #7 | -7.20% Oct 6, 2025 - Jan 14, 2026 | -13.19% Jun 8, 2021 - Nov 12, 2021 |
| #8 | -6.37% Jul 26, 2019 - Sep 12, 2019 | -9.80% Jan 26, 2018 - Aug 21, 2018 |
| #9 | -5.49% Mar 28, 2024 - May 15, 2024 | -9.27% Aug 29, 2014 - Nov 6, 2014 |
| #10 | -5.13% Mar 2, 2026 - Mar 18, 2026 | -8.42% Jul 31, 2024 - Oct 11, 2024 |
| #11 | -4.90% Sep 2, 2021 - Oct 21, 2021 | -8.37% Mar 15, 2021 - May 3, 2021 |
| #12 | -4.77% Sep 12, 2019 - Oct 28, 2019 | -8.16% Mar 28, 2024 - Jul 31, 2024 |
| #13 | -4.54% Nov 16, 2021 - Dec 23, 2021 | -7.02% Jan 22, 2014 - Feb 24, 2014 |
| #14 | -4.52% Jan 20, 2021 - Feb 8, 2021 | -6.93% Feb 11, 2026 - Apr 17, 2026 |
| #15 | -4.50% Jul 3, 2025 - Oct 2, 2025 | -5.34% May 20, 2013 - Jul 8, 2013 |
Correlation
Correlation between SHRY and SYLD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2013 - 2026)
SHRY vs SYLD dividend yield comparison.
| Year | SHRY | SYLD |
|---|---|---|
| 2026 | 0.27% | 0.54% |
| 2025 | 1.73% | 2.25% |
| 2024 | 1.76% | 2.04% |
| 2023 | 1.49% | 1.92% |
| 2022 | 1.52% | 2.20% |
| 2021 | 0.98% | 2.37% |
| 2020 | 1.65% | 1.99% |
| 2019 | 1.54% | 2.08% |
| 2018 | 1.89% | 2.52% |
| 2017 | 0.55% | 1.57% |
| 2016 | 0.00% | 1.92% |
| 2015 | 0.00% | 6.93% |
| 2014 | 0.00% | 4.35% |
| 2013 | 0.00% | 1.23% |
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