DGRO vs. YLDE ETF Comparison
Comparison of iShares Core Dividend Growth ETF (DGRO) to ClearBridge Dividend Strategy ESG ETF (YLDE)
DGRO
iShares Core Dividend Growth ETF
DGRO Description
The investment seeks to track the investment results of the Morningstar® U.S. Dividend Growth IndexSM. The index is a dividend dollars weighted index that seeks to measure the performance of U.S. companies selected based on a consistent history of growing dividends. The index is a subset of the Morningstar® U.S. Market IndexSM, which is a diversified broad market index that represents approximately 97% of the market capitalization of publicly-traded U.S. stocks. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index.
Grade (RS Rating)
Last Trade
$64.61
Average Daily Volume
1,580,894
Number of Holdings
*
412
* may have additional holdings in another (foreign) market
YLDE
ClearBridge Dividend Strategy ESG ETF
YLDE Description
The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in dividend-paying stocks or other instruments with similar economic characteristics that offer the potential for income growth and capital appreciation over time and that meet its financial and environmental, social and governance (ESG) criteria. The fund may also invest in companies that the subadviser believes are making substantial progress toward becoming a leader in ESG policies.Grade (RS Rating)
Last Trade
$53.12
Average Daily Volume
3,143
Number of Holdings
*
50
* may have additional holdings in another (foreign) market
Performance
| Period | DGRO | YLDE |
|---|---|---|
| 30 Days | 1.89% | 3.07% |
| 60 Days | 3.05% | 5.04% |
| 90 Days | 5.27% | 8.07% |
| 12 Months | 28.56% | 24.75% |
32 Overlapping Holdings
| Symbol | Grade | Weight in DGRO | Weight in YLDE | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 2.79% | 2.1% | 2.1% | |
| APD | A | 0.41% | 1.46% | 0.41% | |
| AVGO | D | 2.28% | 2.57% | 2.28% | |
| BDX | F | 0.24% | 2.95% | 0.24% | |
| CMCSA | B | 1.21% | 2.98% | 1.21% | |
| CSCO | B | 1.72% | 1.15% | 1.15% | |
| DTE | C | 0.19% | 1.25% | 0.19% | |
| EIX | B | 0.27% | 1.44% | 0.27% | |
| GILD | C | 0.96% | 0.78% | 0.78% | |
| HD | A | 2.24% | 1.48% | 1.48% | |
| HON | B | 0.72% | 1.58% | 0.72% | |
| JNJ | D | 2.54% | 1.26% | 1.26% | |
| JPM | A | 3.24% | 3.36% | 3.24% | |
| KO | D | 1.5% | 1.84% | 1.5% | |
| LIN | D | 0.59% | 2.43% | 0.59% | |
| MET | A | 0.33% | 1.99% | 0.33% | |
| MRK | F | 1.49% | 1.57% | 1.49% | |
| MSFT | F | 2.83% | 3.69% | 2.83% | |
| NUE | C | 0.13% | 0.85% | 0.13% | |
| ORCL | B | 0.68% | 2.41% | 0.68% | |
| PG | A | 2.11% | 1.61% | 1.61% | |
| PNC | B | 0.68% | 1.3% | 0.68% | |
| PPG | F | 0.14% | 0.88% | 0.14% | |
| SBUX | A | 0.59% | 1.14% | 0.59% | |
| SRE | A | 0.4% | 3.56% | 0.4% | |
| TRV | B | 0.25% | 2.74% | 0.25% | |
| UNH | C | 1.77% | 1.64% | 1.64% | |
| UNP | C | 0.71% | 1.64% | 0.71% | |
| UPS | C | 1.13% | 0.47% | 0.47% | |
| V | A | 0.86% | 2.77% | 0.86% | |
| VMC | B | 0.07% | 2.3% | 0.07% | |
| WM | A | 0.26% | 1.55% | 0.26% |
DGRO Overweight 380 Positions Relative to YLDE
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | B | 3.04% | |
| CVX | A | 2.95% | |
| ABBV | D | 2.12% | |
| BAC | A | 1.77% | |
| PEP | F | 1.53% | |
| MS | A | 1.46% | |
| IBM | C | 1.37% | |
| BMY | B | 1.29% | |
| C | A | 1.17% | |
| GS | A | 1.12% | |
| MCD | D | 1.11% | |
| AMGN | D | 0.94% | |
| COP | C | 0.91% | |
| WMT | A | 0.88% | |
| NEE | D | 0.88% | |
| ABT | B | 0.87% | |
| QCOM | F | 0.83% | |
| BLK | C | 0.82% | |
| LLY | F | 0.81% | |
| MDT | D | 0.79% | |
| RTX | C | 0.76% | |
| ACN | C | 0.74% | |
| CAT | B | 0.72% | |
| DUK | C | 0.71% | |
| SO | D | 0.71% | |
| LOW | D | 0.65% | |
| LMT | D | 0.57% | |
| ADP | B | 0.56% | |
| EOG | A | 0.54% | |
| MA | C | 0.53% | |
| TGT | F | 0.49% | |
| COST | B | 0.47% | |
| PSX | C | 0.46% | |
| MDLZ | F | 0.45% | |
| ITW | B | 0.42% | |
| AXP | A | 0.41% | |
| ETN | A | 0.41% | |
| AEP | D | 0.4% | |
| CME | A | 0.39% | |
| NKE | D | 0.39% | |
| ADI | D | 0.38% | |
| MMC | B | 0.36% | |
| BK | A | 0.36% | |
| EMR | A | 0.35% | |
| KMB | D | 0.35% | |
| CL | D | 0.33% | |
| CB | C | 0.32% | |
| GD | F | 0.31% | |
| PEG | A | 0.3% | |
| XEL | A | 0.3% | |
| NSC | B | 0.29% | |
| CMI | A | 0.28% | |
| SYK | C | 0.28% | |
| MTB | A | 0.27% | |
| HPQ | B | 0.27% | |
| AMAT | F | 0.27% | |
| NOC | D | 0.26% | |
| ETR | B | 0.26% | |
| INTU | C | 0.25% | |
| WEC | A | 0.25% | |
| SPGI | C | 0.25% | |
| ELV | F | 0.25% | |
| AFL | B | 0.24% | |
| FAST | B | 0.24% | |
| ED | D | 0.24% | |
| CSX | B | 0.23% | |
| ICE | C | 0.23% | |
| PH | A | 0.23% | |
| SYY | B | 0.23% | |
| ALL | A | 0.23% | |
| LRCX | F | 0.22% | |
| LHX | C | 0.22% | |
| STT | A | 0.22% | |
| DFS | B | 0.22% | |
| GLW | B | 0.22% | |
| NXPI | D | 0.22% | |
| KR | B | 0.22% | |
| ES | D | 0.21% | |
| ADM | D | 0.2% | |
| TT | A | 0.2% | |
| ARES | A | 0.19% | |
| TEL | B | 0.19% | |
| FIS | C | 0.19% | |
| AEE | A | 0.18% | |
| MCHP | D | 0.18% | |
| ZTS | D | 0.17% | |
| PFG | D | 0.17% | |
| MSI | B | 0.17% | |
| PCAR | B | 0.17% | |
| YUM | B | 0.17% | |
| NTRS | A | 0.17% | |
| AMP | A | 0.17% | |
| FERG | B | 0.16% | |
| SHW | A | 0.16% | |
| HSY | F | 0.16% | |
| ROK | B | 0.15% | |
| KLAC | D | 0.15% | |
| AON | A | 0.15% | |
| OTIS | C | 0.15% | |
| K | A | 0.14% | |
| APH | A | 0.14% | |
| CMS | C | 0.14% | |
| STZ | D | 0.14% | |
| EBAY | D | 0.13% | |
| SYF | B | 0.13% | |
| CTAS | B | 0.13% | |
| ECL | D | 0.13% | |
| CINF | A | 0.13% | |
| HIG | B | 0.13% | |
| DHR | F | 0.13% | |
| LNT | A | 0.12% | |
| GPC | D | 0.12% | |
| SNA | A | 0.12% | |
| FNF | B | 0.12% | |
| CAH | B | 0.12% | |
| NI | A | 0.12% | |
| AJG | B | 0.12% | |
| ATO | A | 0.12% | |
| GRMN | B | 0.12% | |
| MCO | B | 0.12% | |
| MSCI | C | 0.12% | |
| OMC | C | 0.12% | |
| AWK | D | 0.12% | |
| CMA | A | 0.11% | |
| RJF | A | 0.11% | |
| TSCO | D | 0.11% | |
| BAX | D | 0.11% | |
| DG | F | 0.11% | |
| TMO | F | 0.11% | |
| VST | B | 0.11% | |
| SJM | D | 0.1% | |
| WSO | A | 0.1% | |
| SWK | D | 0.1% | |
| HCA | F | 0.1% | |
| GWW | B | 0.1% | |
| NTAP | C | 0.1% | |
| IPG | D | 0.1% | |
| MCK | B | 0.1% | |
| RSG | A | 0.1% | |
| CTVA | C | 0.1% | |
| ROST | C | 0.1% | |
| MKC | D | 0.09% | |
| AES | F | 0.09% | |
| EMN | D | 0.09% | |
| WTW | B | 0.09% | |
| BR | A | 0.09% | |
| EWBC | A | 0.09% | |
| NDAQ | A | 0.09% | |
| PNW | B | 0.09% | |
| EG | C | 0.08% | |
| DGX | A | 0.08% | |
| STLD | B | 0.08% | |
| COR | B | 0.08% | |
| HUM | C | 0.08% | |
| UNM | A | 0.08% | |
| OVV | B | 0.08% | |
| SWKS | F | 0.08% | |
| MOS | F | 0.07% | |
| RMD | C | 0.07% | |
| HUBB | B | 0.07% | |
| ORI | A | 0.07% | |
| CHD | B | 0.07% | |
| JEF | A | 0.07% | |
| CFR | B | 0.07% | |
| AME | A | 0.07% | |
| HRL | D | 0.07% | |
| DOV | A | 0.07% | |
| DHI | D | 0.07% | |
| CHRW | C | 0.07% | |
| ZION | B | 0.07% | |
| ROP | B | 0.07% | |
| WTRG | B | 0.07% | |
| XYL | D | 0.07% | |
| IEX | B | 0.06% | |
| DKS | C | 0.06% | |
| PB | A | 0.06% | |
| LW | C | 0.06% | |
| OC | A | 0.06% | |
| A | D | 0.06% | |
| FMC | D | 0.06% | |
| AVY | D | 0.06% | |
| MAS | D | 0.06% | |
| BAH | F | 0.06% | |
| RGA | A | 0.06% | |
| RHI | B | 0.06% | |
| WSM | B | 0.06% | |
| RPM | A | 0.06% | |
| CDW | F | 0.06% | |
| RS | B | 0.06% | |
| EQH | B | 0.06% | |
| VOYA | B | 0.05% | |
| TXRH | C | 0.05% | |
| GBCI | B | 0.05% | |
| POR | C | 0.05% | |
| EXPD | D | 0.05% | |
| CSL | C | 0.05% | |
| SSNC | B | 0.05% | |
| NXST | C | 0.05% | |
| MLM | B | 0.05% | |
| OZK | B | 0.05% | |
| INGR | B | 0.05% | |
| ALB | C | 0.05% | |
| AFG | A | 0.05% | |
| FAF | A | 0.05% | |
| DPZ | C | 0.05% | |
| VRSK | A | 0.05% | |
| ODFL | B | 0.05% | |
| SF | B | 0.05% | |
| WTFC | A | 0.04% | |
| JBHT | C | 0.04% | |
| TPL | A | 0.04% | |
| HII | D | 0.04% | |
| MSM | C | 0.04% | |
| LII | A | 0.04% | |
| AXS | A | 0.04% | |
| TXNM | A | 0.04% | |
| NDSN | B | 0.04% | |
| JKHY | D | 0.04% | |
| PHM | D | 0.04% | |
| CBSH | A | 0.04% | |
| HRB | D | 0.04% | |
| ALLE | D | 0.04% | |
| AIZ | A | 0.04% | |
| R | B | 0.04% | |
| FDS | B | 0.04% | |
| BPOP | B | 0.04% | |
| NJR | A | 0.04% | |
| SR | A | 0.04% | |
| HOMB | A | 0.04% | |
| FLO | D | 0.04% | |
| PNR | A | 0.04% | |
| SCI | B | 0.04% | |
| WAL | B | 0.04% | |
| CE | F | 0.04% | |
| GGG | B | 0.04% | |
| POOL | C | 0.04% | |
| SON | D | 0.04% | |
| SSB | B | 0.04% | |
| STE | F | 0.04% | |
| NFG | A | 0.04% | |
| LECO | B | 0.04% | |
| IDA | A | 0.04% | |
| G | B | 0.03% | |
| LCII | C | 0.03% | |
| ESNT | D | 0.03% | |
| UCB | A | 0.03% | |
| FBIN | D | 0.03% | |
| CATY | B | 0.03% | |
| MKTX | D | 0.03% | |
| GNTX | C | 0.03% | |
| BWXT | B | 0.03% | |
| AVT | C | 0.03% | |
| FFIN | B | 0.03% | |
| BC | C | 0.03% | |
| PII | D | 0.03% | |
| ITT | A | 0.03% | |
| SEIC | B | 0.03% | |
| ATR | B | 0.03% | |
| MAN | D | 0.03% | |
| OSK | B | 0.03% | |
| THG | A | 0.03% | |
| BRO | B | 0.03% | |
| KTB | B | 0.03% | |
| DCI | B | 0.03% | |
| AOS | F | 0.03% | |
| NVT | B | 0.03% | |
| MTG | C | 0.03% | |
| J | F | 0.03% | |
| HLI | B | 0.03% | |
| OGS | A | 0.03% | |
| TTC | D | 0.03% | |
| PRI | A | 0.03% | |
| MPWR | F | 0.03% | |
| PRGO | B | 0.03% | |
| EVR | B | 0.03% | |
| WLK | D | 0.02% | |
| SLGN | A | 0.02% | |
| MDU | D | 0.02% | |
| LFUS | F | 0.02% | |
| ASH | D | 0.02% | |
| PWR | A | 0.02% | |
| AWR | B | 0.02% | |
| DLB | B | 0.02% | |
| NSP | D | 0.02% | |
| LANC | C | 0.02% | |
| MSA | D | 0.02% | |
| AGCO | D | 0.02% | |
| HI | C | 0.02% | |
| AGO | B | 0.02% | |
| CADE | B | 0.02% | |
| LPX | B | 0.02% | |
| CASY | A | 0.02% | |
| MGEE | C | 0.02% | |
| RNR | C | 0.02% | |
| NYT | C | 0.02% | |
| SFBS | B | 0.02% | |
| LAD | A | 0.02% | |
| SNX | C | 0.02% | |
| OTTR | C | 0.02% | |
| AIT | A | 0.02% | |
| UMBF | B | 0.02% | |
| TKR | D | 0.02% | |
| CNO | A | 0.02% | |
| CRI | D | 0.02% | |
| WD | D | 0.02% | |
| PAG | B | 0.02% | |
| GATX | A | 0.02% | |
| UFPI | B | 0.02% | |
| GL | B | 0.02% | |
| SIGI | C | 0.02% | |
| XRAY | F | 0.02% | |
| HLNE | B | 0.02% | |
| AL | B | 0.02% | |
| FBP | B | 0.02% | |
| ERIE | D | 0.02% | |
| AVNT | B | 0.02% | |
| CBT | C | 0.02% | |
| WRB | A | 0.02% | |
| RRX | B | 0.02% | |
| RGLD | C | 0.02% | |
| THO | B | 0.02% | |
| WING | D | 0.01% | |
| AMTM | D | 0.01% | |
| KWR | C | 0.01% | |
| GOLF | B | 0.01% | |
| AIN | C | 0.01% | |
| CHE | D | 0.01% | |
| BCPC | B | 0.01% | |
| CHDN | B | 0.01% | |
| BCC | B | 0.01% | |
| GPI | A | 0.01% | |
| IR | B | 0.01% | |
| AAON | B | 0.01% | |
| WMS | D | 0.01% | |
| BRC | D | 0.01% | |
| COLM | B | 0.01% | |
| IOSP | B | 0.01% | |
| CW | B | 0.01% | |
| WHD | B | 0.01% | |
| BMI | B | 0.01% | |
| FELE | B | 0.01% | |
| FUL | F | 0.01% | |
| BANF | B | 0.01% | |
| POWI | D | 0.01% | |
| JJSF | B | 0.01% | |
| TEX | D | 0.01% | |
| MORN | B | 0.01% | |
| SSD | D | 0.01% | |
| CGNX | C | 0.01% | |
| ECG | C | 0.01% | |
| MGRC | B | 0.01% | |
| LSTR | D | 0.01% | |
| WTS | B | 0.01% | |
| TTEK | F | 0.01% | |
| RUSHA | C | 0.01% | |
| EXPO | D | 0.01% | |
| RLI | B | 0.01% | |
| FCFS | F | 0.01% | |
| WDFC | B | 0.01% | |
| FIX | A | 0.01% | |
| BOKF | B | 0.01% | |
| SHOO | D | 0.01% | |
| IPAR | B | 0.01% | |
| WST | C | 0.01% | |
| OLED | D | 0.01% | |
| MATX | C | 0.01% | |
| SIRI | C | 0.01% | |
| AWI | A | 0.01% | |
| ABM | B | 0.01% | |
| CWT | D | 0.01% | |
| DDS | B | 0.0% | |
| RUSHB | B | 0.0% | |
| ENSG | D | 0.0% | |
| HEI | B | 0.0% | |
| KNSL | B | 0.0% | |
| NNI | D | 0.0% | |
| HEI | B | 0.0% | |
| CSWI | A | 0.0% | |
| WOR | F | 0.0% | |
| KAI | A | 0.0% |
DGRO Underweight 18 Positions Relative to YLDE
DGRO: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Banks - Regional - US
Utilities - Regulated Electric
Specialty Chemicals
Business Services
Capital Markets
Insurance - Property & Casualty
Asset Management
Packaged Foods
Building Materials
Semiconductors
Aerospace & Defense
Credit Services
Drug Manufacturers - Major
Insurance - Life
Insurance Brokers
Medical Instruments & Supplies
Restaurants
Tools & Accessories
Utilities - Diversified
YLDE: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Credit Services
Oil & Gas Midstream
Semiconductors
Software - Infrastructure
Specialty Chemicals
Telecom Services
Utilities - Regulated Electric
Asset Management
Auto Manufacturers
Banks - Global
Banks - Regional - US
Beverages - Soft Drinks
Building Materials
Chemicals
Communication Equipment
Consumer Electronics
Copper
Diversified Industrials
Drug Manufacturers - Specialty & Generic
Compare ETFs
