SYLD vs. LCSSX

In the year-to-date period, SYLD achieves a -7.88% return, which is significantly lower than LCSSX's -4.81% return. Over the past 10 years, SYLD has underperformed LCSSX with an annualized return of 9.84%, while LCSSX has yielded a comparatively higher 12.99% annualized return.

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SYLD has a 0.59% expense ratio, which is lower than LCSSX's 0.99% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Cambria Shareholder Yield ETF (SYLD) and ClearBridge Select Fund (LCSSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current SYLD Sharpe Ratio is -0.44, which is lower than the LCSSX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of SYLD and LCSSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SYLD's dividend yield for the trailing twelve months is around 2.25%, while LCSSX has not paid dividends to shareholders.

The maximum SYLD drawdown since its inception was -45.36%, roughly equal to the maximum LCSSX drawdown of -45.27%. Use the drawdown chart below to compare losses from any high point for SYLD and LCSSX. For additional features, visit the drawdowns tool.

Cambria Shareholder Yield ETF (SYLD) and ClearBridge Select Fund (LCSSX) have volatilities of 7.11% and 7.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.