YLDE vs. BDIV ETF Comparison
Comparison of ClearBridge Dividend Strategy ESG ETF (YLDE) to AAM Brentview Dividend Growth ETF (BDIV)
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
$52.00
Average Daily Volume
2,673
50
BDIV
AAM Brentview Dividend Growth ETF
BDIV Description
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets (plus borrowings for investment purposes) in equity securities that pay dividends. The fund manager attempts to achieve a faster dividend growth than the market, with a lower portfolio beta, and an aggregate yield that is equal to or greater than the S&P 500®.Grade (RS Rating)
Last Trade
$20.03
Average Daily Volume
1,564
34
Performance
| Period | YLDE | BDIV |
|---|---|---|
| 30 Days | 1.78% | 0.74% |
| 60 Days | 5.02% | 3.33% |
| 90 Days | 8.05% | 6.04% |
| 12 Months | 24.44% |
11 Overlapping Holdings
| Symbol | Grade | Weight in YLDE | Weight in BDIV | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 2.11% | 5.75% | 2.11% | |
| AVGO | C | 2.75% | 2.22% | 2.22% | |
| JNJ | D | 1.35% | 2.02% | 1.35% | |
| JPM | A | 3.18% | 3.28% | 3.18% | |
| LIN | D | 2.57% | 3.0% | 2.57% | |
| MSFT | C | 3.76% | 7.59% | 3.76% | |
| ORCL | A | 2.22% | 3.7% | 2.22% | |
| TMUS | A | 2.82% | 3.1% | 2.82% | |
| UNH | B | 1.58% | 4.2% | 1.58% | |
| UNP | D | 1.67% | 2.04% | 1.67% | |
| V | A | 2.73% | 2.58% | 2.58% |
YLDE Overweight 39 Positions Relative to BDIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMB | B | 3.91% | |
| SRE | B | 3.2% | |
| APO | B | 3.09% | |
| CMCSA | B | 3.06% | |
| BDX | F | 2.88% | |
| TRV | B | 2.68% | |
| VMC | B | 2.48% | |
| KMI | B | 2.3% | |
| KO | F | 1.97% | |
| COF | B | 1.9% | |
| AVB | B | 1.89% | |
| GOOGL | C | 1.88% | |
| HLN | D | 1.85% | |
| AMT | F | 1.84% | |
| MRK | F | 1.71% | |
| PG | C | 1.62% | |
| WM | A | 1.58% | |
| SAP | B | 1.58% | |
| HD | B | 1.52% | |
| HON | B | 1.49% | |
| MET | C | 1.46% | |
| APD | B | 1.42% | |
| EIX | C | 1.4% | |
| DTE | D | 1.29% | |
| PNC | B | 1.24% | |
| AZN | F | 1.19% | |
| SBUX | B | 1.16% | |
| CSCO | A | 1.16% | |
| EQT | B | 1.15% | |
| PSA | D | 1.06% | |
| FCX | F | 1.05% | |
| GILD | B | 1.03% | |
| PPG | F | 0.93% | |
| AIG | B | 0.92% | |
| NUE | D | 0.85% | |
| DIS | B | 0.75% | |
| GM | B | 0.74% | |
| TXN | B | 0.7% | |
| UPS | C | 0.48% |
YLDE Underweight 23 Positions Relative to BDIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| TT | B | -4.32% | |
| CVX | A | -3.42% | |
| COST | B | -3.17% | |
| LOW | B | -3.04% | |
| PM | B | -2.76% | |
| MS | A | -2.74% | |
| ACN | B | -2.32% | |
| TJX | A | -2.26% | |
| NEE | D | -2.18% | |
| MCK | B | -2.11% | |
| MMC | D | -2.1% | |
| PEP | D | -2.03% | |
| LLY | F | -1.98% | |
| CME | B | -1.98% | |
| LRCX | F | -1.96% | |
| CEG | D | -1.92% | |
| MDLZ | F | -1.89% | |
| MDT | D | -1.88% | |
| EXR | D | -1.79% | |
| PH | A | -1.71% | |
| CDW | F | -1.71% | |
| WEC | B | -1.7% | |
| O | D | -1.48% |
YLDE: Top Represented Industries & Keywords
BDIV: Top Represented Industries & Keywords
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