First Trust Bloomberg Shareholder Yield ETFSHRY
Type
ETF
Peer group
US equity: large companies
Net assets
$17.4M
Expense ratio
0.60%
1-year return
+14.4%
3 years, a year
+15.7%
5 years, a year
+9.2%
12-month yield
1.66%
Holdings
52
What it aims to do.
The First Trust Bloomberg Shareholder Yield ETF (the Fund ) seeks investment results that correspond generally to the price and yield (before the Funds fees and expenses) of an equity index called the Bloomberg Shareholder Yield Index (the Index ).
Top 10 holdings.
| Holding | % of fund |
|---|---|
| CHTR Charter Communications, Inc. | 5.10% |
| COP ConocoPhillips | 4.98% |
| CMCSA Comcast Corporation | 4.74% |
| LNG Cheniere Energy Inc | 4.35% |
| SYF Synchrony Financial | 4.02% |
| CVX Chevron Corp | 3.83% |
| MO Altria Group, Inc. | 3.83% |
| MET MetLife Inc. | 3.26% |
| PYPL Paypal Holdings Inc. | 3.23% |
| CI The Cigna Group | 2.78% |
More on SHRY.
- SHRY overview
- SHRY holdings
- SHRY risk
- SHRY costs
- SHRY money in and out
- SHRY share classes
- Compare SHRY with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.