5 Best U.S. Mid Cap Value ETFs to Own Long Term 2.8
- SYLD – Cambria Shareholder Yield ETF
- RWK – Invesco S&P MidCap 400 Revenue ETF
- RFV – Invesco S&P MidCap 400® Pure Value ETF
- DON – WisdomTree U.S. MidCap Dividend Fund
- IJJ – iShares S&P Mid-Cap 400 Value ETF
SYLD vs RWK vs RFV vs DON vs IJJ: Koyfin back test
SYLD vs RWK vs RFV vs DON vs IJJ: Testfo.io back test
SYLD vs RWK vs RFV vs DON vs IJJ: Portfolio Visualizer fund info
21 oldest U.S. Mid Cap Value ETFs back tested in this research:
Morningstar data on 21 oldest U.S. Mid Cap Value ETFs:
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How this money manager’s one-of-a-kind fund beats the market without Nvidia and other tech stocks (SYLD)
“Still, if you’re looking for expert help managing your investments, Cambria’s flagship fund, the Cambria Shareholder Yield ETF SYLD, has been among the best. The exchange-traded fund is one of the top-performing actively managed U.S. ETFs over the past five years, according to FactSet.”
Read the full article at MorningStar right here: https://www.morningstar.com/news/marketwatch/20241018267/how-this-money-managers-one-of-a-kind-fund-beats-the-market-without-nvidia-and-other-tech-stocks
5 Best U.S. Mid Cap Value ETFs to Own Long-Term: SYLD vs EZM vs RWK vs RFV vs DON 1.7
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Asset Category: U.S. Mid Cap Value
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Correlation to US Markets: 0.91
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Long-Term Performance: 12.64% CAGR
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S&P 500 Performance (US Large Cap Blend): 10.66% CAGR
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Back test timeframe: January 1972 – March 2024
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Oldest ETF back tested: iShares S&P Mid-Cap 400 Value ETF (IJJ)
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Correlation to US Markets: 0.91
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Long-Term Performance: 10.19% CAGR
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S&P 500 Performance: 7.60% CAGR
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Back test timeframe: August 2000 – March 2024
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Number of ETFs available in this asset class: 40
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Number of ETFs in this asset class that are 10-years old or older: 20
U.S. Mid Cap Value vs U.S. Large Cap Blend: January 1972 – March 2024
The Deep Value ETF Accumulator Holdings 3-17-24
Mebisode: Combining the Best Characteristics of the Tortoise and the Hare (SYLD)
Mebisode: Combining the Best Characteristics of the Tortoise and the Hare – Meb Faber Research – Stock Market and Investing Blog
— Read on mebfaber.com/2023/12/09/tortoise-and-the-hare/
SYLD Dividend Announcement $0.3046/Share 9/20/2023 (yield 2.21%)
BATS:SYLD Shareholder Yield ETF/Cambria ETF Trust Dividend Announcement $0.3046 per share on September 20, 2023
— Read on www.dividendinvestor.com/dividend-news/20230920/shareholder-yield-etf-cambria-etf-trust-bats-syld-declared-a-dividend-of-$0.3046-per-share/
The Deep Value ETF Accumulator Holdings 8-13-23
The Deep Value ETF Accumulator Holdings 7-21-23
ETF Prime: Hype Cycle Topics, SYLD, ETFs for Market Conditions
Geraci engages in insightful discussions with a trio of industry experts to discuss a number of different topics.
— Read on www.etftrends.com/etf-prime/etf-prime-hype-cycle-topics-syld-etfs-for-market-conditions/
The Deep Value ETF Accumulator Holdings 7-7-23
Cambria Shareholder Yield ETF (SYLD) Reaches 10-Year Milestone
Cambria Investment Management, an independent, privately owned investment advisory firm and ETF provider focused on quantitative asset management and
— Read on www.businesswire.com/news/home/20230705284096/en/Cambria-Shareholder-Yield-ETF-SYLD-Reaches-10-Year-Milestone
The Deep Value ETF Accumulator Holdings 7-2-23
Raymond James Financial Services Advisors Inc. Acquires 46,504 Shares of Cambria Shareholder Yield ETF (SYLD)
Read Raymond James Financial Services Advisors Inc. Acquires 46,504 Shares of Cambria Shareholder Yield ETF (BATS:SYLD) at Defense World
— Read on www.defenseworld.net/2023/06/27/raymond-james-financial-services-advisors-inc-acquires-46504-shares-of-cambria-shareholder-yield-etf-batssyld.html
The Deep Value ETF Accumulator Weekly Buy Rankings 6-12-23
Opened New Position in U.S. Mid Cap Value Equities (SYLD) 6-5-23
Today we opened a new position in the Cambria Shareholder Yield ETF (SYLD). Read why we invest in SYLD right here: 5 Best U.S. Mid Cap Value ETFs to Own Long-Term: SYLD vs EZM vs RWK vs SDY vs RFV
Closed Position in U.S. Mid Cap Value Equities (DON) 6-5-23
Today we closed our position in the WisdomTree U.S. MidCap Dividend Fund (DON). We have decided to invest in the Cambria Shareholder Yield ETF (SYLD) instead for U.S. Mid Cap Value equity exposure. Read why we invest in SYLD right here: 5 Best U.S. Mid Cap Value ETFs to Own Long-Term: SYLD vs EZM vs RWK vs SDY vs RFV
5 Best U.S. Mid Cap Value ETFs to Own Long-Term: SYLD vs EZM vs RWK vs SDY vs RFV 1.6
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Asset Category: U.S. Mid Cap Value
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Correlation to US Markets: 0.91
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Long-Term Performance: 12.38% CAGR
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S&P 500 Performance (US Large Cap Blend): 10.33% CAGR
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Back test timeframe: January 1972 – May 2023
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Oldest ETF back tested: iShares S&P Mid-Cap 400 Value ETF (IJJ)
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Correlation to US Markets: 0.91
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Long-Term Performance: 9.59% CAGR
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S&P 500 Performance: 6.76% CAGR
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Back test timeframe: August 2000 – May 2023
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Number of ETFs available in this asset class: 40
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Number of ETFs in this asset class that are 10-years old or older: 17
U.S. Mid Cap Value vs U.S. Large Cap Blend: January 1972 – May 2023
IJJ vs SPY: August 2000 – May 2023
IJJ vs SPY: July 28, 2000 – June 2, 2023