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 167 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% | 8.54B | Mar 2019 | SHRY vs BBUS | |
| Global X U.S. 500 ETF | 0.02% | 4.51M | Sep 2025 | SHRY vs GXLC | |
| Schwab U.S. Large-Cap ETF | 0.03% | 72.05B | Nov 2009 | SHRY vs SCHX | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.03% | 13.55B | Oct 2000 | SHRY vs SPTM | |
| iShares Core S&P Total U.S. Stock Market ETF | 0.03% | 93.53B | Jan 2004 | SHRY vs ITOT |
Best Risk-Adjusted Alternatives to SHRY
SHRY has a PortfoliosLab risk / return rank of 12. There are 208 ETFs in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Return Stacked US Stocks & Futures Yield ETF | 91 | — | May 2024 | SHRY vs RSSY | |
| Invesco RAFI Strategic US ETF | 91 | 1.04B | Sep 2018 | SHRY vs IUS | |
| Longview Advantage ETF | 85 | 562.31M | Feb 2025 | SHRY vs EBI | |
| Mohr Company Nav ETF | 84 | — | Sep 2024 | SHRY vs CNAV | |
| PIMCO RAFI ESG U.S. ETF | 84 | 152.95M | Dec 2019 | SHRY vs RAFE |
Top Performing SHRY Alternatives (YTD)
SHRY is at 1.29% YTD. There are 226 ETFs in the Large Cap Blend Equities category with higher YTD returns, going as high as 45.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Mohr Company Nav ETF | 45.28% | — | Sep 2024 | SHRY vs CNAV | |
| Aztlan North America Nearshoring Stock Selection E... | 43.10% | 33.11M | Nov 2023 | SHRY vs NRSH | |
| iShares MSCI USA Momentum Factor ETF | 31.46% | 28.16B | Apr 2013 | SHRY vs MTUM | |
| ARS Focused Opportunities Strategy ETF | 30.38% | 293.98M | Jun 2025 | SHRY vs AFOS | |
| Return Stacked US Stocks & Futures Yield ETF | 30.17% | — | May 2024 | SHRY vs RSSY |
Lowest Volatility Alternatives to SHRY
SHRY has 10.86% 1-year volatility. There are 40 ETFs in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FT Vest Laddered Max Buffer ETF | 2.38% | — | Jun 2025 | SHRY vs BUFH | |
| FT Vest Laddered Enhance & Moderate Buffer ETF | 4.04% | — | Jun 2025 | SHRY vs BUFX | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | 4.51% | 457.76M | Jun 2020 | SHRY vs DJUN | |
| Innovator U.S. Equity Ultra Buffer ETF - June | 4.58% | 171.95M | Jun 2019 | SHRY vs UJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | 5.08% | 369.81M | May 2020 | SHRY vs DMAY |
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 -1.53%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FT Vest Laddered Max Buffer ETF | -1.53% | — | Jun 2025 | SHRY vs BUFH | |
| Innovator U.S. Equity Ultra Buffer ETF - June | -2.84% | 171.95M | Jun 2019 | SHRY vs UJUN | |
| FT Vest Laddered Enhance & Moderate Buffer ETF | -2.87% | — | Jun 2025 | SHRY vs BUFX | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | -3.15% | 457.76M | Jun 2020 | SHRY vs DJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | -3.36% | 369.81M | May 2020 | SHRY vs DMAY |
Other ETFs from First Trust
The 10 most viewed First Trust ETFs shown here include CIBR, GRID, NFTY and span 13 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 8 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