SYLD vs IWMI
Comparison between CAMBRIA SHAREHOLDER YIELD ETF (SYLD, ETF) and NEOS RUSSELL 2000 HIGH INCOME ETF (IWMI, ETF).
SYLD vs IWMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SYLD
$914M
IWMI
$909M
Expense Ratio
Winner
SYLD
0.59%
IWMI
0.68%
Max Drawdown
SYLD
45.80%
Winner
IWMI
27.88%
Sharpe Ratio
SYLD
1.29
Winner
IWMI
1.92
5Y Beta
Winner
SYLD
0.82
IWMI
0.92
P/E Ratio
SYLD
19.47
IWMI
N/A
Forward P/E
SYLD
10.47
IWMI
N/A
5Y Dividends CAGR
SYLD
17.12%
IWMI
N/A
5Y EPS CAGR
SYLD
14.45%
IWMI
N/A
SYLD vs IWMI - Holdings Comparison
SYLD and IWMI have 1 common holdings. Overlap is 0.44%
SYLD's top 25 holdings weight is 30.17%. IWMI's top 25 holdings weight is 100.64%.
| Rank | SYLD | IWMI |
|---|---|---|
| #1 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 1.68% | VANGUARD RUSSELL 2000 ETF (VTWO) - 100.20% |
| #2 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.48% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.44% |
| #3 | AVNET INC (AVT) - 1.32% | N/A |
| #4 | WORLD KINECT CORP (WKC) - 1.28% | N/A |
| #5 | RYDER SYSTEM INC (R) - 1.28% | N/A |
| #6 | OTHER ASSETS AND LIABILITIES (n/a) - 1.27% | N/A |
| #7 | THE TIMKEN CO (TKR) - 1.27% | N/A |
| #8 | FRANKLIN RESOURCES INC (BEN) - 1.25% | N/A |
| #9 | BORGWARNER INC (BWA) - 1.23% | N/A |
| #10 | BREAD FINANCIAL HOLDINGS INC (BFH) - 1.18% | N/A |
| #11 | H&R BLOCK INC (HRB) - 1.17% | N/A |
| #12 | SIRIUS XM HOLDINGS INC (SIRI) - 1.15% | N/A |
| #13 | TAYLOR MORRISON HOME CORP (TMHC) - 1.15% | N/A |
| #14 | NORTHERN TRUST CORP (NTRS) - 1.14% | N/A |
| #15 | HUNTSMAN CORP (HUN) - 1.14% | N/A |
| #16 | PVH CORP (PVH) - 1.14% | N/A |
| #17 | METLIFE INC (MET) - 1.14% | N/A |
| #18 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.13% | N/A |
| #19 | VIATRIS INC (VTRS) - 1.12% | N/A |
| #20 | COLUMBIA SPORTSWEAR CO (COLM) - 1.12% | N/A |
| #21 | MACY'S INC (M) - 1.11% | N/A |
| #22 | MANPOWERGROUP INC (MAN) - 1.11% | N/A |
| #23 | MATSON INC (MATX) - 1.11% | N/A |
| #24 | CABOT CORP (CBT) - 1.10% | N/A |
| #25 | FOX CORP CLASS A (FOXA) - 1.10% | N/A |
| Total Holdings | 102 | 2 |
SYLD vs IWMI - Historical Returns
Returns include dividend reinvestment.
1M
SYLD
+1.03%
Winner
IWMI
+6.17%
3M
SYLD
+7.35%
Winner
IWMI
+16.27%
6M
SYLD
+12.22%
Winner
IWMI
+15.73%
1Y
SYLD
+25.41%
Winner
IWMI
+36.99%
5Y(CAGR)
SYLD
+7.51%
IWMI
N/A
10Y(CAGR)
SYLD
+13.19%
IWMI
N/A
Max(CAGR)
SYLD
+12.00%
Winner
IWMI
+19.67%
SYLD vs IWMI - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | SYLD | IWMI |
|---|---|---|
| 2026 | +12.02% | +15.48% |
| 2025 | +4.17% | +14.86% |
| 2024 | +2.80% | +6.59% |
| 2023 | +17.58% | N/A |
| 2022 | -6.68% | N/A |
| 2021 | +51.02% | N/A |
| 2020 | +13.78% | N/A |
| 2019 | +25.70% | N/A |
| 2018 | -13.98% | N/A |
| 2017 | +19.58% | N/A |
| 2016 | +16.92% | N/A |
| 2015 | -0.82% | N/A |
| 2014 | +12.01% | N/A |
| 2013 | +17.84% | N/A |
SYLD vs IWMI Drawdown Comparison
The maximum drawdown for SYLD was -45.36%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for IWMI was -23.88%, occurring on Apr 8, 2025. Recovery took 189 trading sessions.
The current SYLD drawdown is -3.10%.
| Rank | SYLD | IWMI |
|---|---|---|
| #1 | -45.36% Jan 16, 2020 - Nov 16, 2020 | -23.88% Nov 29, 2024 - Sep 4, 2025 |
| #2 | -26.61% Nov 25, 2024 - Feb 2, 2026 | -8.88% Jul 26, 2024 - Sep 19, 2024 |
| #3 | -23.67% Aug 29, 2018 - Nov 7, 2019 | -8.39% Feb 26, 2026 - Apr 13, 2026 |
| #4 | -20.16% Nov 16, 2021 - Feb 1, 2023 | -6.62% Oct 27, 2025 - Nov 26, 2025 |
| #5 | -16.63% Mar 2, 2015 - Sep 30, 2016 | -3.49% May 6, 2026 - May 26, 2026 |
| #6 | -16.52% Feb 2, 2023 - Dec 13, 2023 | -2.87% Jan 22, 2026 - Feb 9, 2026 |
| #7 | -13.19% Jun 8, 2021 - Nov 12, 2021 | -2.84% Jun 4, 2026 - Jun 12, 2026 |
| #8 | -9.80% Jan 26, 2018 - Aug 21, 2018 | -2.76% Oct 8, 2025 - Oct 14, 2025 |
| #9 | -9.27% Aug 29, 2014 - Nov 6, 2014 | -2.60% Dec 11, 2025 - Jan 6, 2026 |
| #10 | -8.42% Jul 31, 2024 - Oct 11, 2024 | -2.45% Oct 17, 2024 - Nov 6, 2024 |
| #11 | -8.37% Mar 15, 2021 - May 3, 2021 | -2.33% Nov 11, 2024 - Nov 25, 2024 |
| #12 | -8.16% Mar 28, 2024 - Jul 31, 2024 | -2.15% Feb 9, 2026 - Feb 26, 2026 |
| #13 | -7.02% Jan 22, 2014 - Feb 24, 2014 | -1.99% Sep 30, 2024 - Oct 11, 2024 |
| #14 | -6.93% Feb 11, 2026 - Apr 17, 2026 | -1.71% Oct 15, 2025 - Oct 24, 2025 |
| #15 | -5.34% May 20, 2013 - Jul 8, 2013 | -1.46% Sep 19, 2024 - Sep 30, 2024 |
Correlation
Correlation between SYLD and IWMI is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2013 - 2026)
SYLD vs IWMI dividend yield comparison.
| Year | SYLD | IWMI |
|---|---|---|
| 2026 | 0.98% | 6.87% |
| 2025 | 2.25% | 14.05% |
| 2024 | 2.04% | 8.78% |
| 2023 | 1.92% | 0.00% |
| 2022 | 2.20% | 0.00% |
| 2021 | 2.37% | 0.00% |
| 2020 | 1.99% | 0.00% |
| 2019 | 2.08% | 0.00% |
| 2018 | 2.52% | 0.00% |
| 2017 | 1.57% | 0.00% |
| 2016 | 1.92% | 0.00% |
| 2015 | 6.93% | 0.00% |
| 2014 | 4.35% | 0.00% |
| 2013 | 1.23% | 0.00% |
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