NDVG vs. YLDE ETF Comparison
Comparison of Nuveen Dividend Growth ETF (NDVG) to ClearBridge Dividend Strategy ESG ETF (YLDE)
NDVG
Nuveen Dividend Growth ETF
NDVG Description
The investment seeks an attractive total return comprised of income from dividends and long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in dividend-paying exchange-traded equity securities, which include common stocks and preferred securities. It may invest in small-, mid- and large-cap companies. The fund may invest up to 25% of its net assets in non- U.S. exchange-traded equity securities that are U.S. dollar-denominated.
Grade (RS Rating)
Last Trade
$32.75
Average Daily Volume
238
41
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
$49.89
Average Daily Volume
2,421
52
Performance
| Period | NDVG | YLDE |
|---|---|---|
| 30 Days | 2.99% | 3.67% |
| 60 Days | 5.49% | 3.23% |
| 90 Days | 8.15% | 5.54% |
| 12 Months | 26.34% | 19.32% |
13 Overlapping Holdings
| Symbol | Grade | Weight in NDVG | Weight in YLDE | Overlap | |
|---|---|---|---|---|---|
| AAPL | D | 7.29% | 2.17% | 2.17% | |
| AMT | B | 2.46% | 2.14% | 2.14% | |
| AVGO | C | 4.32% | 2.38% | 2.38% | |
| CMCSA | D | 1.86% | 2.95% | 1.86% | |
| HON | D | 1.62% | 1.5% | 1.5% | |
| JPM | D | 3.18% | 3.24% | 3.18% | |
| LIN | B | 3.08% | 2.69% | 2.69% | |
| MDLZ | B | 1.6% | 0.15% | 0.15% | |
| MSFT | C | 7.79% | 3.87% | 3.87% | |
| SBUX | C | 1.16% | 1.14% | 1.14% | |
| TXN | D | 0.92% | 0.71% | 0.71% | |
| UNH | C | 3.27% | 1.74% | 1.74% | |
| UNP | B | 1.48% | 1.9% | 1.48% |
NDVG Overweight 28 Positions Relative to YLDE
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSI | B | 2.95% | |
| ACN | C | 2.79% | |
| NEE | B | 2.68% | |
| AXP | B | 2.67% | |
| MA | A | 2.57% | |
| ABBV | B | 2.49% | |
| MCD | B | 2.47% | |
| PLD | B | 2.45% | |
| WMT | B | 2.39% | |
| MMC | A | 2.31% | |
| ABT | B | 2.25% | |
| ZTS | B | 2.24% | |
| TSM | C | 2.21% | |
| SPGI | A | 2.16% | |
| TJX | B | 2.13% | |
| XOM | D | 2.08% | |
| LOW | B | 2.07% | |
| ETN | C | 2.05% | |
| ELV | B | 2.04% | |
| PM | B | 2.01% | |
| TT | A | 1.9% | |
| WEC | B | 1.84% | |
| SCHW | D | 1.81% | |
| CVX | D | 1.76% | |
| APH | D | 1.55% | |
| PEP | B | 1.51% | |
| PKG | B | 1.44% | |
| NOC | B | 1.15% |
NDVG Underweight 39 Positions Relative to YLDE
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMB | A | -3.98% | |
| SRE | B | -3.31% | |
| BDX | D | -2.83% | |
| TRV | A | -2.76% | |
| V | A | -2.76% | |
| APO | C | -2.61% | |
| TMUS | A | -2.55% | |
| KO | B | -2.25% | |
| ORCL | B | -2.15% | |
| KMI | B | -2.03% | |
| VMC | D | -2.03% | |
| AVB | B | -2.02% | |
| MRK | D | -2.0% | |
| SAP | A | -1.87% | |
| PG | A | -1.77% | |
| HD | B | -1.62% | |
| COF | D | -1.61% | |
| WM | D | -1.59% | |
| GOOGL | D | -1.56% | |
| JNJ | B | -1.48% | |
| MET | B | -1.47% | |
| HLN | A | -1.47% | |
| APD | B | -1.3% | |
| AZN | D | -1.26% | |
| PNC | B | -1.25% | |
| PSA | A | -1.24% | |
| EIX | B | -1.22% | |
| DTE | A | -1.08% | |
| CSCO | C | -1.05% | |
| GILD | B | -1.04% | |
| PPG | C | -0.98% | |
| EQT | D | -0.97% | |
| FCX | D | -0.95% | |
| AIG | D | -0.91% | |
| NUE | D | -0.86% | |
| KVUE | B | -0.78% | |
| DIS | D | -0.72% | |
| GM | C | -0.7% | |
| UPS | D | -0.48% |
NDVG: Top Represented Industries & Keywords
YLDE: Top Represented Industries & Keywords
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