Cambria Foreign Shareholder Yield ETF targets developed ex-U.S. stocks with high shareholder yield and value, emphasizing energy and mid-cap exposure. FYLD has outperformed the IDEV benchmark since inception, particularly in the past year, but exhibits higher volatility and drawdowns. While FYLD offers a high yield among peers, some competitors like IVLU, FNDF, and PXF have delivered slightly higher returns since 2019 with lower fees and greater liquidity.
Cambria Foreign Shareholder Yield ETF targets international stocks with high shareholder yield and attractive value metrics. FYLD is well-diversified, with a focus on energy and financials and strong value characteristics. FYLD has underperformed an international benchmark by about 7 percentage points over the last 12 months.
Money market yields have been falling over the past few months, but that doesn't mean you have to settle for less. Income-generating stocks march to a different beat.
FYLD focuses on shareholder yield, considering dividends, buybacks, and debt reduction, offering a comprehensive approach to value return in international equities. The fund is diversified, with no position over 1.21%, and includes companies like Shibaura Mechatronics, BPER Banca, Imperial Oil, and Shougang Fushan Resources. FYLD leans towards small and medium-sized stocks, differing from many international funds, and has outperformed EAFE over the past 5 years until mid-2022.
Cambria Foreign Shareholder Yield ETF is an actively managed fund with a systematic strategy focusing on shareholder yield and value. It is well-diversified across holdings, but quite heavy in Japan and financials. It is superior to an international equity benchmark regarding valuation, growth, and historical return, but it is more volatile.