First Trust Bloomberg Shareholder Yield ETF (SHRY)

NASD · US Equities - Dividend & Fundamental · USA

Are the companies inside SHRY undervalued?

The companies inside SHRY trade 21% below what we estimate they are worth. We could give a verdict on 93% of the fund's weight: 51 holdings as reported to the SEC at 30 Jun 2026.

Where the money is: 35% in companies in the buy zone, 15% about fairly valued, 43% overvalued, 7% without a verdict.

What does SHRY hold?

The ten largest holdings, with our verdict on each:

How much does the SHRY fee cost?

Its expense ratio is 0.60% a year: on $10,000 held flat that is $600 over 10 years and $1,200 over 20.

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