SHRY vs SYLD
Comparison between FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF (SHRY, ETF) and CAMBRIA SHAREHOLDER YIELD ETF (SYLD, ETF).
5-Year PerformanceSYLD has outperformed SHRY, delivering a return of +8.7% compared to +8.4%
SHRY vs SYLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SHRY
$15M
Winner
SYLD
$937M
Expense Ratio
SHRY
0.60%
Winner
SYLD
0.59%
Max Drawdown
Winner
SHRY
36.67%
SYLD
45.80%
Sharpe Ratio
SHRY
0.32
Winner
SYLD
1.45
5Y Beta
Winner
SHRY
0.58
SYLD
0.81
P/E Ratio
Winner
SHRY
14.61
SYLD
18.87
Forward P/E
SHRY
12.17
Winner
SYLD
10.99
PEG Ratio
SHRY
0.43
Winner
SYLD
0.29
5Y Dividends CAGR
Winner
SHRY
15.53%
SYLD
10.92%
5Y EPS CAGR
SHRY
13.93%
Winner
SYLD
14.16%
Debt to Equity
SHRY
77.41%
SYLD
N/A
P/S Ratio
SHRY
1.29
Winner
SYLD
0.69
P/B Ratio
SHRY
3.12
Winner
SYLD
1.59
SHRY vs SYLD - Holdings Comparison
SHRY and SYLD have 10 common holdings. Overlap is 9.17%
SHRY's top 25 holdings weight is 74.59%. SYLD's top 25 holdings weight is 26.20%.
| Rank | SHRY | SYLD |
|---|---|---|
| #1 | METLIFE INC (MET) - 5.58% | VALERO ENERGY CORP (VLO) - 1.09% |
| #2 | PAYPAL HOLDINGS INC (PYPL) - 5.52% | MANPOWERGROUP INC (MAN) - 1.09% |
| #3 | FOX CORP CLASS A (FOXA) - 4.65% | ROBERT HALF INC (RHI) - 1.09% |
| #4 | AMERIPRISE FINANCIAL INC (AMP) - 4.01% | SLM CORP (SLM) - 1.09% |
| #5 | D.R. HORTON INC (DHI) - 3.99% | HF SINCLAIR CORP (DINO) - 1.08% |
| #6 | COMCAST CORP CLASS A (CMCSA) - 3.89% | ZIFF DAVIS INC (ZD) - 1.08% |
| #7 | QUALCOMM INC (QCOM) - 3.82% | COMCAST CORP CLASS A (CMCSA) - 1.07% |
| #8 | FISERV INC (FISV) - 3.77% | THE KRAFT HEINZ CO (KHC) - 1.05% |
| #9 | ADOBE INC (ADBE) - 3.06% | THE WESTERN UNION CO (WU) - 1.05% |
| #10 | ALTRIA GROUP INC (MO) - 2.77% | YELP INC (YELP) - 1.05% |
| #11 | AFLAC INC (AFL) - 2.77% | SCIENCE APPLICATIONS INTERNATIONAL CORP (SAIC) - 1.05% |
| #12 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.63% | MARATHON PETROLEUM CORP (MPC) - 1.04% |
| #13 | BOOKING HOLDINGS INC (BKNG) - 2.56% | WORLD KINECT CORP (WKC) - 1.04% |
| #14 | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 2.53% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 1.04% |
| #15 | THE KROGER CO (KR) - 2.49% | BREAD FINANCIAL HOLDINGS INC (BFH) - 1.03% |
| #16 | VALERO ENERGY CORP (VLO) - 2.48% | SALLY BEAUTY HOLDINGS INC (SBH) - 1.03% |
| #17 | ALLSTATE CORP (ALL) - 2.38% | HORMEL FOODS CORP (HRL) - 1.03% |
| #18 | SLB LTD (SLB) - 2.32% | PAYPAL HOLDINGS INC (PYPL) - 1.03% |
| #19 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.12% | AGCO CORP (AGCO) - 1.03% |
| #20 | HCA HEALTHCARE INC (HCA) - 2.01% | GREIF INC CLASS A (GEF) - 1.03% |
| #21 | CONOCOPHILLIPS (COP) - 1.98% | H&R BLOCK INC (HRB) - 1.03% |
| #22 | COLGATE-PALMOLIVE CO (CL) - 1.92% | CF INDUSTRIES HOLDINGS INC (CF) - 1.02% |
| #23 | PHILLIPS 66 (PSX) - 1.89% | SIRIUS XM HOLDINGS INC (SIRI) - 1.02% |
| #24 | CHENIERE ENERGY INC (LNG) - 1.78% | WABASH NATIONAL CORP (WNC) - 1.02% |
| #25 | UNION PACIFIC CORP (UNP) - 1.67% | SYNCHRONY FINANCIAL (SYF) - 1.02% |
| Total Holdings | 51 | 102 |
SHRY vs SYLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SHRY
+5.81%
SYLD
+5.70%
3M
SHRY
+0.24%
Winner
SYLD
+5.65%
6M
SHRY
+4.71%
Winner
SYLD
+13.12%
1Y
SHRY
+6.91%
Winner
SYLD
+28.16%
5Y(CAGR)
SHRY
+8.36%
Winner
SYLD
+8.72%
10Y(CAGR)
SHRY
+11.02%
Winner
SYLD
+13.48%
Max(CAGR)
SHRY
+11.02%
Winner
SYLD
+12.41%
SHRY vs SYLD - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | SHRY | SYLD |
|---|---|---|
| 2026 | +6.47% | +18.80% |
| 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 -1.13%. The current SYLD drawdown is -0.55%.
| 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 | -6.56% Mar 2, 2026 - Jun 22, 2026 | -9.80% Jan 26, 2018 - Aug 21, 2018 |
| #9 | -6.37% Jul 26, 2019 - Sep 12, 2019 | -9.27% Aug 29, 2014 - Nov 6, 2014 |
| #10 | -5.49% Mar 28, 2024 - May 15, 2024 | -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 | 0.71% | 1.01% |
| 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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