First Trust Bloomberg Shareholder Yield ETF (SHRY) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SHRY
SHRY charges 0.60% annually. Among ETFs in the Large Cap Blend Equities category, these options have the lowest expense ratios among SHRY alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Franklin U.S. Equity Index ETF | 0.03% | Jun 1, 2016 | SHRY vs USPX | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.03% | Oct 4, 2000 | SHRY vs SPTM | |
| Schwab U.S. Large-Cap ETF | 0.03% | Nov 3, 2009 | SHRY vs SCHX | |
| Vanguard Total Stock Market ETF | 0.03% | Jun 27, 2016 | SHRY vs VTI | |
| Engine No. 1 Transform 500 ETF | 0.05% | Jun 22, 2021 | SHRY vs VOTE |
Best Risk-Adjusted Alternatives to SHRY
Among ETFs in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Strategas Macro Thematic Opportunities ETF | 91 | Jan 25, 2022 | SHRY vs SAMT | |
| THOR Equal Weight Low Volatility ETF | 88 | Sep 12, 2022 | SHRY vs THLV | |
| Blackrock Large Cap Core ETF | 87 | Oct 24, 2023 | SHRY vs BLCR | |
| FT Cboe Vest Nasdaq-100 Buffer ETF - March | 85 | Mar 19, 2021 | SHRY vs QMAR | |
| WealthTrust DBS Long Term Growth ETF | 83 | Dec 6, 2021 | SHRY vs WLTG |
Top Performing SHRY Alternatives (YTD)
SHRY alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| First Trust Bloomberg Inflation Sensitive Equity E... | 19.63% | Mar 13, 2023 | SHRY vs FTIF | |
| Return Stacked US Stocks & Futures Yield ETF | 15.85% | May 28, 2024 | SHRY vs RSSY | |
| iShares Texas Equity ETF | 12.67% | Jun 23, 2025 | SHRY vs TEXN | |
| First Trust Indxx Global Agriculture ETF | 12.56% | Mar 12, 2010 | SHRY vs FTAG | |
| Avantis Inflation Focused Equity ETF | 11.28% | Sep 27, 2022 | SHRY vs AVIE |
Lowest Volatility Alternatives to SHRY
SHRY alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Innovator U.S. Equity Ultra Buffer ETF - November | 8.50% | Nov 1, 2019 | SHRY vs UNOV | |
| Pacer Swan SOS Conservative (December) ETF | 8.83% | Dec 22, 2020 | SHRY vs PSCX | |
| Azoria 500 Meritocracy ETF | 9.38% | Jul 7, 2025 | SHRY vs SPXM | |
| Pacer Swan SOS Moderate (December) ETF | 10.09% | Dec 22, 2020 | SHRY vs PSMD | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | 10.23% | Jun 19, 2020 | SHRY vs DJUN |
Lowest Drawdown Alternatives to SHRY
SHRY alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Innovator U.S. Equity Ultra Buffer ETF - November | -5.78% | Nov 1, 2019 | SHRY vs UNOV | |
| Bridges Capital Tactical ETF | -5.85% | May 10, 2023 | SHRY vs BDGS | |
| Pacer Swan SOS Conservative (December) ETF | -6.15% | Dec 22, 2020 | SHRY vs PSCX | |
| THOR Equal Weight Low Volatility ETF | -6.66% | Sep 12, 2022 | SHRY vs THLV | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | -7.33% | Jun 19, 2020 | SHRY vs DJUN |
Other ETFs from First Trust
Most popular First Trust ETFs on PortfoliosLab, across asset classes.
Often Compared With SHRY
What investors most often compare with SHRY, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| First Trust S&P 500 Diversified Dividend Aristocra... | S&P 500, Dividend | 46 | 1.04% | Jun 20, 2017 | SHRY vs KNGZ | |
| Cambria Shareholder Yield ETF | Mid Cap Value Equities, Dividend, Actively Managed | 58 | 9.10% | May 14, 2013 | SHRY vs SYLD | |
| Pacer US Cash Cows 100 ETF | Mid Cap Value Equities, Dividend | 60 | 4.30% | Dec 16, 2016 | SHRY vs COWZ | |
| Dividend Performers ETF | Derivative Income | — | — | Dec 24, 2018 | SHRY vs IPDP | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | SHRY vs SPY | |
| Franklin U.S. Core Dividend Tilt Index ETF | Dividend, Large Cap Blend Equities | 67 | -2.52% | Jun 1, 2016 | SHRY vs UDIV | |
| ProShares DJ Brookfield Global Infrastructure ETF | Industrials Equities | 79 | 11.27% | Mar 25, 2014 | SHRY vs TOLZ | |
| Pacer Trendpilot Fund of Funds ETF | Large Cap Blend Equities | 26 | -1.81% | May 3, 2019 | SHRY vs TRND |
Compare SHRY with Any Fund or Stock
Compare SHRY with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.