IYF vs. YLDE ETF Comparison
Comparison of iShares U.S. Financial ETF (IYF) to ClearBridge Dividend Strategy ESG ETF (YLDE)
IYF
iShares U.S. Financial ETF
IYF Description
The investment seeks to track the investment results of an index composed of U.S. equities in the financial sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Financials Index (the "underlying index"), which measures the performance of the financial sector of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$118.61
Average Daily Volume
283,110
Number of Holdings
*
135
* 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
$53.21
Average Daily Volume
3,110
Number of Holdings
*
50
* may have additional holdings in another (foreign) market
Performance
| Period | IYF | YLDE |
|---|---|---|
| 30 Days | 10.61% | 4.28% |
| 60 Days | 14.92% | 6.15% |
| 90 Days | 15.60% | 8.39% |
| 12 Months | 51.44% | 25.19% |
IYF Overweight 129 Positions Relative to YLDE
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | 11.69% | |
| BAC | A | 4.69% | |
| WFC | A | 4.36% | |
| GS | B | 3.13% | |
| SPGI | C | 2.63% | |
| MS | B | 2.6% | |
| BLK | C | 2.59% | |
| PGR | A | 2.5% | |
| C | A | 2.2% | |
| BX | B | 2.14% | |
| SCHW | A | 2.01% | |
| CB | D | 1.95% | |
| MMC | A | 1.83% | |
| KKR | B | 1.69% | |
| ICE | D | 1.48% | |
| CME | A | 1.35% | |
| USB | A | 1.3% | |
| MCO | A | 1.25% | |
| AON | A | 1.24% | |
| AJG | A | 1.07% | |
| AFL | B | 1.04% | |
| TFC | B | 1.04% | |
| COIN | B | 1.01% | |
| BK | A | 0.97% | |
| AMP | B | 0.94% | |
| ALL | B | 0.86% | |
| PRU | A | 0.77% | |
| MSCI | C | 0.76% | |
| DFS | B | 0.74% | |
| ACGL | D | 0.61% | |
| MTB | B | 0.6% | |
| HIG | B | 0.58% | |
| FITB | B | 0.54% | |
| NDAQ | A | 0.54% | |
| WTW | B | 0.53% | |
| RJF | A | 0.51% | |
| ARES | B | 0.51% | |
| STT | A | 0.48% | |
| FCNCA | B | 0.45% | |
| BR | A | 0.45% | |
| TROW | A | 0.44% | |
| BRO | B | 0.44% | |
| HBAN | B | 0.43% | |
| RF | B | 0.41% | |
| CINF | A | 0.39% | |
| LPLA | B | 0.39% | |
| MKL | A | 0.37% | |
| NTRS | A | 0.36% | |
| HOOD | B | 0.36% | |
| CFG | B | 0.35% | |
| CBOE | B | 0.35% | |
| PFG | C | 0.33% | |
| IBKR | B | 0.32% | |
| FDS | B | 0.31% | |
| KEY | A | 0.3% | |
| WRB | A | 0.3% | |
| EG | C | 0.27% | |
| L | B | 0.26% | |
| RGA | A | 0.26% | |
| FNF | B | 0.25% | |
| TW | B | 0.25% | |
| SOFI | B | 0.24% | |
| EWBC | B | 0.24% | |
| JEF | A | 0.22% | |
| RNR | C | 0.22% | |
| UNM | A | 0.21% | |
| SF | B | 0.2% | |
| EQH | B | 0.2% | |
| CG | B | 0.19% | |
| FHN | B | 0.19% | |
| AIZ | B | 0.19% | |
| OWL | B | 0.19% | |
| WBS | B | 0.18% | |
| PRI | A | 0.18% | |
| EVR | B | 0.18% | |
| ALLY | C | 0.17% | |
| GL | C | 0.17% | |
| NLY | B | 0.17% | |
| AFG | A | 0.17% | |
| KNSL | B | 0.17% | |
| PNFP | B | 0.16% | |
| ORI | A | 0.16% | |
| HLI | A | 0.16% | |
| MKTX | D | 0.16% | |
| WAL | B | 0.16% | |
| WTFC | B | 0.15% | |
| MORN | A | 0.15% | |
| CFR | B | 0.14% | |
| VOYA | B | 0.14% | |
| SNV | B | 0.14% | |
| CMA | A | 0.14% | |
| CBSH | B | 0.14% | |
| ZION | B | 0.14% | |
| RYAN | A | 0.13% | |
| SEIC | A | 0.13% | |
| AXS | A | 0.12% | |
| AGNC | D | 0.12% | |
| BPOP | B | 0.12% | |
| RLI | A | 0.12% | |
| PB | B | 0.12% | |
| MTG | B | 0.11% | |
| BEN | C | 0.11% | |
| COLB | B | 0.11% | |
| OMF | A | 0.11% | |
| FAF | B | 0.11% | |
| IVZ | B | 0.11% | |
| TPG | B | 0.1% | |
| RITM | C | 0.1% | |
| THG | C | 0.1% | |
| AMG | B | 0.1% | |
| JHG | A | 0.1% | |
| STWD | C | 0.1% | |
| FNB | B | 0.1% | |
| LAZ | B | 0.1% | |
| WTM | A | 0.09% | |
| OZK | B | 0.09% | |
| SLM | B | 0.09% | |
| KMPR | B | 0.08% | |
| AGO | A | 0.08% | |
| LNC | B | 0.07% | |
| BHF | B | 0.06% | |
| FHB | B | 0.06% | |
| CACC | D | 0.05% | |
| VIRT | B | 0.05% | |
| BOKF | B | 0.04% | |
| RKT | F | 0.03% | |
| CNA | B | 0.02% | |
| UWMC | F | 0.01% | |
| TFSL | B | 0.01% |
IYF Underweight 44 Positions Relative to YLDE
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMB | B | -4.25% | |
| MSFT | D | -3.69% | |
| SRE | A | -3.56% | |
| CMCSA | C | -2.98% | |
| BDX | F | -2.95% | |
| TMUS | A | -2.85% | |
| V | A | -2.77% | |
| AVGO | D | -2.57% | |
| KMI | B | -2.51% | |
| LIN | D | -2.43% | |
| ORCL | C | -2.41% | |
| VMC | B | -2.3% | |
| AAPL | B | -2.1% | |
| COF | B | -2.06% | |
| AVB | B | -1.91% | |
| GOOGL | C | -1.88% | |
| KO | D | -1.84% | |
| HLN | D | -1.73% | |
| AMT | D | -1.68% | |
| UNP | C | -1.64% | |
| UNH | B | -1.64% | |
| PG | A | -1.61% | |
| HON | B | -1.58% | |
| MRK | F | -1.57% | |
| WM | A | -1.55% | |
| SAP | B | -1.54% | |
| EQT | B | -1.51% | |
| HD | A | -1.48% | |
| APD | A | -1.46% | |
| EIX | A | -1.44% | |
| JNJ | D | -1.26% | |
| DTE | C | -1.25% | |
| CSCO | A | -1.15% | |
| SBUX | B | -1.14% | |
| AZN | F | -1.09% | |
| PSA | C | -1.02% | |
| FCX | F | -0.96% | |
| PPG | D | -0.88% | |
| DIS | B | -0.86% | |
| NUE | D | -0.85% | |
| GILD | B | -0.78% | |
| GM | B | -0.76% | |
| TXN | D | -0.65% | |
| UPS | C | -0.47% |
IYF: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Capital Markets
Insurance - Property & Casualty
Insurance - Life
Insurance - Diversified
Banks - Global
Credit Services
Insurance - Specialty
Insurance Brokers
Financial Data & Stock Exchanges
Insurance - Reinsurance
Business Services
REIT - Diversified
REIT - Residential
Mortgage Finance
Shell Companies
Software - Application
Software - Infrastructure
Specialty Finance
Keywords:
S&P 500
Insurance
Bank
Banking
Insurance Products
Investment Bank
Commercial Banking
Disability
Financial Products
Investment Management
Cash Management
Casualty Insurance
Life Insurance
Deposit Products
Investment Banking
Advisory Services
Cash Management Services
Commercial Bank
Health Insurance
Investment Product
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
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