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

  • Asset Category: U.S. Mid Cap Value

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 12.64% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.66% CAGR

  • Back test timeframe: January 1972 – March 2024

  • Oldest ETF back tested: iShares S&P Mid-Cap 400 Value ETF (IJJ)

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 10.19% CAGR

  • S&P 500 Performance: 7.60% CAGR

  • Back test timeframe: August 2000 – March 2024

  • Number of ETFs available in this asset class: 40

  • 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

Continue reading “5 Best U.S. Mid Cap Value ETFs to Own Long-Term: SYLD vs EZM vs RWK vs RFV vs DON 1.7”

5 Best U.S. Mid Cap Value ETFs to Own Long-Term: SYLD vs EZM vs RWK vs SDY vs RFV 1.6

  • Asset Category: U.S. Mid Cap Value

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 12.38% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.33% CAGR

  • Back test timeframe: January 1972 – May 2023

  • Oldest ETF back tested: iShares S&P Mid-Cap 400 Value ETF (IJJ)

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 9.59% CAGR

  • S&P 500 Performance: 6.76% CAGR

  • Back test timeframe: August 2000 – May 2023

  • Number of ETFs available in this asset class: 40

  • 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

Continue reading “5 Best U.S. Mid Cap Value ETFs to Own Long-Term: SYLD vs EZM vs RWK vs SDY vs RFV 1.6”