SYLD: Diversified Mid-Cap Value ETF Outperforming Competitors

Fred PiardInvesting Group LeaderFollow5ShareSavePlay(8min)CommentsSummaryThe Cambria Shareholder Yield ETF targets U.S. stocks with high shareholder yield, combining dividends, buybacks, and debt paydowns using a quantitative approach.SYLD’s portfolio is diversified across 99 small- and mid-cap stocks, with notable exposure in financials, consumer discretionary, energy, and materials, and strong value characteristics.SYLD has outperformed the S&P MidCap 400 benchmark since 2013 and several peer ETFs since 2017, though with higher volatility and a relatively high 0.59% expense ratio.SYLD suits investors seeking long-term exposure to mid-cap value or shareholder yield factors, but investors should weigh its higher fees and volatility.Quantitative Risk & Value members get exclusive access to our real-world portfolio. See all our investments here » blackred/E+ via Getty Images This article updates my review of May 2025 in light of current holdings and recent performance. SYLD strategy Cambria Shareholder Yield ETF (SYLD) is an actively managed ETF launched on 5/14/2013. SYLD has a portfolio of 99 stocks, a 30-day SECThis article was written byFred Piard16.34K FollowersFollowFred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010. Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-end funds. Learn more.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.