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Upturn AI SWOT - About
First Trust Bloomberg Shareholder Yield ETF (SHRY)
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Upturn Advisory Summary
08/14/2025: SHRY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 18.09% | Avg. Invested days 61 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 35.61 - 42.34 | Updated Date 06/29/2025 |
52 Weeks Range 35.61 - 42.34 | Updated Date 06/29/2025 |
Upturn AI SWOT
First Trust Bloomberg Shareholder Yield ETF
ETF Overview
Overview
The First Trust Bloomberg Shareholder Yield ETF (SYLD) seeks to provide current income with a secondary goal of capital appreciation by investing in companies that demonstrate a commitment to returning capital to shareholders through dividends, buybacks, and debt reduction.
Reputation and Reliability
First Trust is a well-established ETF provider known for its innovative and factor-based ETF offerings.
Management Expertise
First Trust has a team of experienced investment professionals managing its ETF lineup.
Investment Objective
Goal
To provide current income with a secondary goal of capital appreciation.
Investment Approach and Strategy
Strategy: Selects securities based on shareholder yield, which is a combination of dividend yield and net share repurchase activity.
Composition Primarily invests in U.S. equities with a focus on large and mid-cap companies demonstrating strong shareholder yield.
Market Position
Market Share: SYLD has a moderate market share within the shareholder yield focused ETF category.
Total Net Assets (AUM): 1460000000
Competitors
Key Competitors
- SPDR S&P Dividend ETF (SDY)
- iShares Select Dividend ETF (DVY)
- Invesco BuyBack Achievers ETF (PKW)
Competitive Landscape
The shareholder yield ETF market is competitive. SYLD's advantage lies in its proprietary shareholder yield methodology, while competitors may focus on dividend yield alone. SYLD's smaller AUM compared to SDY and DVY can lead to lower liquidity. PKW focuses solely on buybacks, making SYLD broader.
Financial Performance
Historical Performance: Historical performance data is available from various financial data providers (e.g., Yahoo Finance, Bloomberg) and should be consulted directly.
Benchmark Comparison: Performance should be compared against relevant benchmarks like the S&P 500 or dividend-focused indexes.
Expense Ratio: 0.47
Liquidity
Average Trading Volume
SYLD exhibits moderate liquidity, with an average trading volume allowing for relatively easy execution of trades.
Bid-Ask Spread
The bid-ask spread for SYLD is generally tight, indicating efficient trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate environment, and investor sentiment towards dividend-paying stocks influence SYLD's performance.
Growth Trajectory
SYLD's growth is dependent on the popularity of shareholder yield strategies and its ability to outperform traditional dividend ETFs. Strategy and holdings may adjust based on market conditions and the index methodology.
Moat and Competitive Advantages
Competitive Edge
SYLD's competitive edge lies in its unique approach to shareholder yield by considering both dividends and buybacks. This broader approach allows it to capture companies that return capital to shareholders through various methods. Its focus on companies with a strong commitment to returning capital potentially provides a more sustainable income stream compared to solely dividend-focused ETFs. The proprietary index methodology can also provide a differentiated return profile.
Risk Analysis
Volatility
SYLD's volatility is generally comparable to the broader equity market, but can be influenced by the specific holdings and sector allocations.
Market Risk
Market risk associated with SYLD includes the potential for decline in stock prices, sector-specific risks, and the risk that companies may reduce or eliminate dividends and buybacks.
Investor Profile
Ideal Investor Profile
The ideal investor for SYLD is one seeking current income, with a tolerance for moderate market risk, and an interest in companies committed to returning capital to shareholders.
Market Risk
SYLD is suitable for long-term investors seeking income and potential capital appreciation.
Summary
The First Trust Bloomberg Shareholder Yield ETF (SYLD) provides investors with exposure to companies exhibiting a strong commitment to returning capital through dividends and buybacks. Its competitive edge lies in its proprietary shareholder yield methodology and a more comprehensive approach to shareholder returns. While it offers a unique investment proposition, investors should be aware of market risks associated with equity investments. The fund is designed for long-term investors seeking both income and potential capital appreciation in the U.S. equity market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- Bloomberg
- Yahoo Finance
- ETF.com
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust Bloomberg Shareholder Yield ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in the securities that comprise the index. The index is designed to track the performance of the securities of U.S.large- and mid-cap companies.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.