LYLD vs. FXO ETF Comparison
Comparison of Cambria Large Cap Shareholder Yield ETF (LYLD) to First Trust Financials AlphaDEX (FXO)
LYLD
Cambria Large Cap Shareholder Yield ETF
LYLD Description
Grade (RS Rating)
Last Trade
$27.27
Average Daily Volume
1,149
Number of Holdings
*
50
* may have additional holdings in another (foreign) market
FXO
First Trust Financials AlphaDEX
FXO Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the StrataQuant(R) Financials Index. The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by NYSE Euronext to objectively identify and select stocks from the Russell 1000(R) Index in the financial services sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology. It is non-diversified.Grade (RS Rating)
Last Trade
$57.52
Average Daily Volume
52,734
Number of Holdings
*
101
* may have additional holdings in another (foreign) market
Performance
| Period | LYLD | FXO |
|---|---|---|
| 30 Days | 1.25% | 5.95% |
| 60 Days | 2.57% | 10.34% |
| 90 Days | 5.33% | 14.40% |
| 12 Months | 48.16% |
11 Overlapping Holdings
| Symbol | Grade | Weight in LYLD | Weight in FXO | Overlap | |
|---|---|---|---|---|---|
| AFG | A | 2.1% | 0.3% | 0.3% | |
| AFL | C | 2.25% | 0.89% | 0.89% | |
| AIG | D | 1.87% | 0.3% | 0.3% | |
| BK | B | 2.22% | 0.62% | 0.62% | |
| CFG | B | 2.25% | 0.65% | 0.65% | |
| CRBG | B | 1.92% | 0.95% | 0.95% | |
| HIG | A | 2.13% | 0.9% | 0.9% | |
| KEY | B | 2.31% | 0.33% | 0.33% | |
| PFG | C | 1.89% | 0.29% | 0.29% | |
| PRU | B | 1.88% | 0.3% | 0.3% | |
| USB | A | 2.2% | 0.63% | 0.63% |
LYLD Overweight 39 Positions Relative to FXO
| Symbol | Grade | Weight | |
|---|---|---|---|
| PYPL | B | 2.73% | |
| FOXA | B | 2.53% | |
| YUMC | B | 2.31% | |
| TOL | B | 2.28% | |
| TAP | C | 2.27% | |
| BKR | A | 2.26% | |
| T | A | 2.16% | |
| TFC | B | 2.16% | |
| GM | B | 2.16% | |
| EBAY | D | 2.16% | |
| CF | A | 2.14% | |
| CMCSA | B | 2.08% | |
| MET | A | 2.07% | |
| JBL | C | 2.06% | |
| PHM | D | 2.05% | |
| UHS | D | 2.0% | |
| LEN | D | 1.97% | |
| STLD | B | 1.96% | |
| EOG | A | 1.94% | |
| EMN | D | 1.93% | |
| RS | B | 1.91% | |
| THC | C | 1.9% | |
| IPG | D | 1.9% | |
| GIS | D | 1.87% | |
| CVX | A | 1.87% | |
| SNX | C | 1.85% | |
| MRO | A | 1.84% | |
| KHC | F | 1.82% | |
| CI | D | 1.8% | |
| COP | B | 1.8% | |
| CAG | D | 1.77% | |
| NUE | D | 1.72% | |
| PSX | C | 1.67% | |
| MPC | C | 1.65% | |
| HAL | C | 1.65% | |
| CNC | F | 1.65% | |
| VLO | C | 1.62% | |
| DVN | F | 1.51% | |
| ADM | D | 1.51% |
LYLD Underweight 90 Positions Relative to FXO
| Symbol | Grade | Weight | |
|---|---|---|---|
| JHG | B | -1.82% | |
| JEF | A | -1.81% | |
| GS | B | -1.8% | |
| KKR | B | -1.75% | |
| AGO | A | -1.74% | |
| TPG | A | -1.73% | |
| WTM | A | -1.72% | |
| TROW | B | -1.67% | |
| CINF | A | -1.66% | |
| BEN | C | -1.62% | |
| AMG | B | -1.6% | |
| ALL | A | -1.56% | |
| PGR | B | -1.54% | |
| WBS | A | -1.48% | |
| MTG | C | -1.46% | |
| BPOP | C | -1.45% | |
| RNR | C | -1.43% | |
| EG | C | -1.42% | |
| UNM | A | -1.4% | |
| COLB | B | -1.38% | |
| BX | A | -1.37% | |
| SEIC | B | -1.36% | |
| FNB | B | -1.35% | |
| ACGL | D | -1.35% | |
| OMF | A | -1.34% | |
| HLI | A | -1.34% | |
| EQH | B | -1.31% | |
| LNC | B | -1.28% | |
| OZK | B | -1.28% | |
| MKL | A | -1.26% | |
| RYAN | B | -1.23% | |
| AXS | A | -1.23% | |
| L | A | -1.21% | |
| TW | A | -1.2% | |
| GL | C | -1.19% | |
| FHN | B | -1.18% | |
| WFC | A | -1.17% | |
| BRK.A | B | -1.17% | |
| ALLY | C | -1.17% | |
| ZION | B | -1.15% | |
| MS | B | -1.15% | |
| EWBC | A | -1.14% | |
| CNA | C | -1.14% | |
| WTFC | B | -1.1% | |
| MTB | A | -1.09% | |
| HBAN | B | -1.08% | |
| NTRS | A | -1.07% | |
| FCNCA | A | -1.06% | |
| UWMC | D | -1.02% | |
| NU | C | -1.01% | |
| C | B | -0.99% | |
| SOFI | A | -0.98% | |
| STT | A | -0.97% | |
| BRO | B | -0.96% | |
| SLM | A | -0.95% | |
| MCO | B | -0.92% | |
| CB | D | -0.9% | |
| AMP | A | -0.69% | |
| CMA | B | -0.68% | |
| OWL | A | -0.68% | |
| FHB | B | -0.68% | |
| VIRT | A | -0.67% | |
| BAC | A | -0.67% | |
| PB | B | -0.66% | |
| JPM | B | -0.66% | |
| PNC | B | -0.65% | |
| RF | A | -0.65% | |
| FITB | B | -0.64% | |
| TRV | B | -0.63% | |
| BOKF | B | -0.63% | |
| WRB | A | -0.61% | |
| ORI | A | -0.61% | |
| WAL | B | -0.61% | |
| VOYA | B | -0.59% | |
| RJF | A | -0.38% | |
| APO | B | -0.38% | |
| SF | B | -0.36% | |
| DFS | B | -0.36% | |
| CFR | B | -0.36% | |
| PNFP | B | -0.36% | |
| CBSH | B | -0.35% | |
| MORN | B | -0.31% | |
| AIZ | A | -0.31% | |
| AJG | A | -0.3% | |
| RGA | B | -0.3% | |
| STWD | C | -0.28% | |
| FAF | A | -0.28% | |
| FNF | D | -0.28% | |
| XP | F | -0.27% | |
| AGNC | C | -0.26% |
LYLD: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Insurance - Life
Oil & Gas E&P
Oil & Gas Refining & Marketing
Packaged Foods
Residential Construction
Steel
Asset Management
Health Care Plans
Insurance - Diversified
Medical Care
Oil & Gas Equipment & Services
Advertising Agencies
Agricultural Inputs
Auto Manufacturers
Beverages - Brewers
Broadcasting - TV
Business Services
Chemicals
Contract Manufacturers
FXO: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Insurance - Property & Casualty
Capital Markets
Insurance - Diversified
Insurance - Life
Banks - Global
Insurance - Specialty
Credit Services
Insurance - Reinsurance
Insurance Brokers
Banks - Diversified
Business Services
REIT - Diversified
REIT - Residential
Shell Companies
Specialty Finance
Keywords:
S&P 500
Insurance
Bank
Banking
Insurance Products
Commercial Banking
Financial Products
Investment Bank
Disability
Cash Management
Investment Management
Life Insurance
Casualty Insurance
Deposit Products
Investment Product
Cash Management Services
Commercial Bank
Investment Banking
Health Insurance
Hedge Funds
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