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 158 ETFs in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF | 0.03% | 72.63B | Nov 2009 | SHRY vs SCHX | |
| Schwab U.S. Broad Market ETF | 0.03% | 43.31B | Nov 2009 | SHRY vs SCHB | |
| iShares Core S&P Total U.S. Stock Market ETF | 0.03% | 93.42B | Jan 2004 | SHRY vs ITOT | |
| Vanguard Total Stock Market ETF | 0.03% | 2.20T | May 2001 | SHRY vs VTI | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.03% | 13.61B | Oct 2000 | SHRY vs SPTM |
Best Risk-Adjusted Alternatives to SHRY
SHRY has a PortfoliosLab risk / return rank of 20. There are 186 ETFs in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Return Stacked US Stocks & Futures Yield ETF | 93 | — | May 2024 | SHRY vs RSSY | |
| Invesco RAFI Strategic US ETF | 91 | 860.84M | Sep 2018 | SHRY vs IUS | |
| Blackrock Large Cap Core ETF | 87 | 6.04B | Oct 2023 | SHRY vs BLCR | |
| Mohr Company Nav ETF | 87 | — | Sep 2024 | SHRY vs CNAV | |
| Pacer Swan SOS Conservative (December) ETF | 85 | 47.28M | Dec 2020 | SHRY vs PSCX |
Top Performing SHRY Alternatives (YTD)
SHRY is at 4.24% YTD. There are 203 ETFs in the Large Cap Blend Equities category with higher YTD returns, going as high as 47.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Aztlan North America Nearshoring Stock Selection E... | 47.92% | 20.80M | Nov 2023 | SHRY vs NRSH | |
| Mohr Company Nav ETF | 47.26% | — | Sep 2024 | SHRY vs CNAV | |
| Return Stacked US Stocks & Futures Yield ETF | 32.45% | — | May 2024 | SHRY vs RSSY | |
| ARS Focused Opportunities Strategy ETF | 32.04% | 194.17M | Jun 2025 | SHRY vs AFOS | |
| iShares MSCI USA Momentum Factor ETF | 31.75% | 26.66B | Apr 2013 | SHRY vs MTUM |
Lowest Volatility Alternatives to SHRY
SHRY has 10.78% 1-year volatility. There are 46 ETFs in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.37%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FT Vest Laddered Max Buffer ETF | 2.37% | — | Jun 2025 | SHRY vs BUFH | |
| FT Vest Laddered Enhance & Moderate Buffer ETF | 3.98% | — | Jun 2025 | SHRY vs BUFX | |
| Innovator U.S. Equity Ultra Buffer ETF - June | 4.25% | 78.22M | Jun 2019 | SHRY vs UJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | 4.73% | 354.49M | May 2020 | SHRY vs DMAY | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | 5.04% | 320.45M | Jun 2020 | SHRY vs DJUN |
Lowest Drawdown Alternatives to SHRY
SHRY has a 1-year max drawdown of -7.20%. There are 37 ETFs in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -2.84%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Innovator U.S. Equity Ultra Buffer ETF - June | -2.84% | 78.22M | Jun 2019 | SHRY vs UJUN | |
| Calvert US Select Equity ETF | -3.08% | 25.16M | Jan 2023 | SHRY vs CVSE | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | -3.15% | 320.45M | Jun 2020 | SHRY vs DJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | -3.36% | 354.49M | May 2020 | SHRY vs DMAY | |
| Siren DIVCON Dividend Defender ETF | -3.44% | 8.98M | Jan 2016 | SHRY vs DFND |
Other ETFs from First Trust
The 10 most viewed First Trust ETFs shown here include CIBR, GRID, NFTY and span 11 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 9 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