First Trust Bloomberg Shareholder Yield ETF (SHRY) belongs to the Large Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with SHRY. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SHRY
SHRY charges 0.60% annually. There are 173 ETFs in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| JPMorgan BetaBuilders U.S. Equity ETF | 0.02% | 8.68B | Mar 2019 | SHRY vs BBUS | |
| Global X U.S. 500 ETF | 0.02% | 4.56M | Sep 2025 | SHRY vs GXLC | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.03% | 13.65B | Oct 2000 | SHRY vs SPTM | |
| Vanguard Total Stock Market ETF | 0.03% | 2.30T | May 2001 | SHRY vs VTI | |
| Schwab U.S. Broad Market ETF | 0.03% | 43.66B | Nov 2009 | SHRY vs SCHB |
Best Risk-Adjusted Alternatives to SHRY
SHRY has a PortfoliosLab risk / return rank of 26. There are 189 ETFs in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco RAFI Strategic US ETF | 95 | 894.46M | Sep 2018 | SHRY vs IUS | |
| ARS Focused Opportunities Strategy ETF | 94 | 293.98M | Jun 2025 | SHRY vs AFOS | |
| Return Stacked US Stocks & Futures Yield ETF | 94 | — | May 2024 | SHRY vs RSSY | |
| Avantis Inflation Focused Equity ETF | 93 | 10.66M | Sep 2022 | SHRY vs AVIE | |
| PIMCO RAFI ESG U.S. ETF | 90 | 160.47M | Dec 2019 | SHRY vs RAFE |
Top Performing SHRY Alternatives (YTD)
SHRY is at 8.16% YTD. There are 181 ETFs in the Large Cap Blend Equities category with higher YTD returns, going as high as 38.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Aztlan North America Nearshoring Stock Selection E... | 38.18% | 33.11M | Nov 2023 | SHRY vs NRSH | |
| Return Stacked US Stocks & Futures Yield ETF | 33.13% | — | May 2024 | SHRY vs RSSY | |
| Mohr Company Nav ETF | 27.65% | — | Sep 2024 | SHRY vs CNAV | |
| ARS Focused Opportunities Strategy ETF | 27.19% | 293.98M | Jun 2025 | SHRY vs AFOS | |
| iShares MSCI USA Momentum Factor ETF | 21.46% | 27.36B | Apr 2013 | SHRY vs MTUM |
Lowest Volatility Alternatives to SHRY
SHRY has 11.14% 1-year volatility. There are 28 ETFs in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 6.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Bridges Capital Tactical ETF | 6.38% | 42.09M | May 2023 | SHRY vs BDGS | |
| Azoria 500 Meritocracy ETF | 7.65% | — | Jul 2025 | SHRY vs SPXM | |
| iShares MSCI USA Min Vol Factor ETF | 8.53% | 23.36B | Oct 2011 | SHRY vs USMV | |
| 6 Meridian Mega Cap Equity ETF | 8.89% | 402.23M | May 2020 | SHRY vs SIXA | |
| Liberty One Spectrum ETF | 9.27% | 4.85M | Sep 2025 | SHRY vs SPCT |
Lowest Drawdown Alternatives to SHRY
SHRY has a 1-year max drawdown of -7.20%. There are 25 ETFs in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -4.03%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Bridges Capital Tactical ETF | -4.03% | 42.09M | May 2023 | SHRY vs BDGS | |
| Avantis Inflation Focused Equity ETF | -4.97% | 10.66M | Sep 2022 | SHRY vs AVIE | |
| Azoria 500 Meritocracy ETF | -5.08% | — | Jul 2025 | SHRY vs SPXM | |
| 6 Meridian Mega Cap Equity ETF | -5.59% | 402.23M | May 2020 | SHRY vs SIXA | |
| SEI Enhanced Low Volatility US Large Cap ETF | -5.92% | 168.13M | May 2022 | SHRY vs SELV |
Other ETFs from First Trust
The 10 most viewed First Trust ETFs shown here include CIBR, GRID, AIRR and span 14 categories. AUM among these funds goes as high as $14B.
Often Compared With SHRY
Investors most often compare SHRY with KNGZ, SYLD, COWZ. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare SHRY with Any Fund or Stock
Compare SHRY with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SHRY with funds that move differently
First Trust Bloomberg Shareholder Yield ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SHRY.
Explore SHRY Diversifiers