VLIFX vs. SYLD

In the year-to-date period, VLIFX achieves a 13.93% return, which is significantly higher than SYLD's 11.47% return. Over the past 10 years, VLIFX has underperformed SYLD with an annualized return of 9.65%, while SYLD has yielded a comparatively higher 11.80% annualized return.

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VLIFX has a 1.07% expense ratio, which is higher than SYLD's 0.59% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Value Line Mid Cap Focused Fund (VLIFX) and Cambria Shareholder Yield ETF (SYLD). 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 VLIFX Sharpe Ratio is 1.61, which is comparable to the SYLD Sharpe Ratio of 1.39. The chart below compares the historical Sharpe Ratios of VLIFX and SYLD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VLIFX's dividend yield for the trailing twelve months is around 0.02%, less than SYLD's 1.77% yield.

The maximum VLIFX drawdown since its inception was -81.77%, which is greater than SYLD's maximum drawdown of -45.36%. Use the drawdown chart below to compare losses from any high point for VLIFX and SYLD. For additional features, visit the drawdowns tool.

The current volatility for Value Line Mid Cap Focused Fund (VLIFX) is 4.91%, while Cambria Shareholder Yield ETF (SYLD) has a volatility of 5.54%. This indicates that VLIFX experiences smaller price fluctuations and is considered to be less risky than SYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.