SHRY vs. LYLD ETF Comparison

Comparison of First Trust Bloomberg Shareholder Yield ETF (SHRY) to Cambria Large Cap Shareholder Yield ETF (LYLD)
SHRY

First Trust Bloomberg Shareholder Yield ETF

SHRY Description

The fund will normally invest at least 90% of its net assets in the securities that comprise the index. The index is designed to select dividend-paying securities issued by large capitalization U.S. companies.

Grade (RS Rating)

Last Trade

$42.43

Average Daily Volume

412

Number of Holdings *

48

* may have additional holdings in another (foreign) market
LYLD

Cambria Large Cap Shareholder Yield ETF

LYLD Description

Grade (RS Rating)

Last Trade

$27.50

Average Daily Volume

1,149

Number of Holdings *

50

* may have additional holdings in another (foreign) market
Performance
Period SHRY LYLD
30 Days 2.47% 2.70%
60 Days 3.68% 3.46%
90 Days 5.06% 4.37%
12 Months
7 Overlapping Holdings
Symbol Grade Weight in SHRY Weight in LYLD Overlap
AFL B 2.44% 2.25% 2.25%
CMCSA B 1.94% 2.08% 1.94%
EOG A 3.51% 1.94% 1.94%
GIS D 2.33% 1.87% 1.87%
HIG B 2.83% 2.13% 2.13%
MET A 2.25% 2.07% 2.07%
PFG D 4.9% 1.89% 1.89%
SHRY Overweight 41 Positions Relative to LYLD
Symbol Grade Weight
MO A 5.15%
AMP A 4.97%
CHTR C 3.92%
CAH B 3.87%
HPQ B 3.08%
KMI A 3.01%
MCK A 2.98%
LYB F 2.96%
LMT D 2.65%
NVR D 2.5%
JNJ C 2.32%
CME B 2.22%
SLB C 1.97%
MDT D 1.8%
KMB C 1.77%
V A 1.76%
PG C 1.67%
MRK D 1.6%
PAYX B 1.6%
UNP C 1.54%
ADP A 1.53%
TRV B 1.5%
CL D 1.49%
ABT B 1.45%
ORLY B 1.4%
AAPL C 1.39%
QCOM F 1.21%
SHW B 1.21%
MA B 1.19%
GOOGL C 1.18%
MCD D 1.12%
ETN A 1.09%
BX A 1.07%
ADBE C 1.01%
CB C 0.98%
ORCL A 0.84%
AMAT F 0.78%
ACN B 0.7%
KLAC F 0.58%
MSFT D 0.39%
BRK.A B 0.38%
SHRY Underweight 43 Positions Relative to LYLD
Symbol Grade Weight
PYPL B -2.73%
FOXA A -2.53%
YUMC C -2.31%
KEY B -2.31%
TOL B -2.28%
TAP C -2.27%
BKR A -2.26%
CFG B -2.25%
BK A -2.22%
USB A -2.2%
T A -2.16%
TFC A -2.16%
GM C -2.16%
EBAY C -2.16%
CF A -2.14%
AFG A -2.1%
JBL C -2.06%
PHM D -2.05%
UHS D -2.0%
LEN C -1.97%
STLD B -1.96%
EMN C -1.93%
CRBG B -1.92%
RS B -1.91%
THC D -1.9%
IPG D -1.9%
PRU A -1.88%
AIG B -1.87%
CVX A -1.87%
SNX D -1.85%
MRO B -1.84%
KHC F -1.82%
CI D -1.8%
COP C -1.8%
CAG F -1.77%
NUE C -1.72%
PSX C -1.67%
MPC D -1.65%
HAL C -1.65%
CNC D -1.65%
VLO C -1.62%
DVN F -1.51%
ADM D -1.51%
Compare ETFs