YLDE vs. DDM ETF Comparison
Comparison of ClearBridge Dividend Strategy ESG ETF (YLDE) to ProShares Ultra Dow30 (DDM)
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
$52.87
Average Daily Volume
3,143
50
DDM
ProShares Ultra Dow30
DDM Description
The investment seeks daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of the Dow Jones Industrial AverageSM. The fund invests in securities and derivatives that ProShare Advisors believes, in combination, should have similar daily return characteristics as two times (2x) the daily return of the index. The index is a price-weighted index and includes 30 large-cap, "blue-chip" U.S. stocks, excluding utility and transportation companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$103.86
Average Daily Volume
285,678
30
Performance
Period | YLDE | DDM |
---|---|---|
30 Days | 3.07% | 8.02% |
60 Days | 5.04% | 9.50% |
90 Days | 8.07% | 14.51% |
12 Months | 24.75% | 50.61% |
14 Overlapping Holdings
Symbol | Grade | Weight in YLDE | Weight in DDM | Overlap | |
---|---|---|---|---|---|
AAPL | C | 2.06% | 2.27% | 2.06% | |
CSCO | B | 1.18% | 0.6% | 0.6% | |
DIS | B | 0.77% | 1.03% | 0.77% | |
HD | A | 1.52% | 4.13% | 1.52% | |
HON | B | 1.61% | 2.35% | 1.61% | |
JNJ | D | 1.25% | 1.54% | 1.25% | |
JPM | A | 3.35% | 2.43% | 2.43% | |
KO | D | 1.84% | 0.63% | 0.63% | |
MRK | F | 1.58% | 0.99% | 0.99% | |
MSFT | F | 3.76% | 4.28% | 3.76% | |
PG | A | 1.57% | 1.68% | 1.57% | |
TRV | B | 2.73% | 2.58% | 2.58% | |
UNH | C | 1.65% | 6.1% | 1.65% | |
V | A | 2.78% | 3.11% | 2.78% |
YLDE Overweight 36 Positions Relative to DDM
Symbol | Grade | Weight | |
---|---|---|---|
WMB | A | 4.01% | |
SRE | A | 3.51% | |
APO | B | 3.26% | |
CMCSA | B | 3.03% | |
TMUS | B | 2.91% | |
AVGO | D | 2.73% | |
BDX | F | 2.73% | |
LIN | D | 2.46% | |
KMI | A | 2.42% | |
ORCL | B | 2.39% | |
VMC | B | 2.38% | |
COF | B | 2.1% | |
AVB | B | 1.94% | |
GOOGL | C | 1.91% | |
MET | A | 1.79% | |
UNP | C | 1.68% | |
HLN | D | 1.68% | |
AMT | D | 1.63% | |
WM | A | 1.6% | |
SAP | B | 1.5% | |
EQT | B | 1.4% | |
APD | A | 1.38% | |
EIX | B | 1.37% | |
PNC | B | 1.33% | |
DTE | C | 1.21% | |
SBUX | A | 1.15% | |
AZN | D | 1.12% | |
PSA | D | 1.02% | |
FCX | D | 0.94% | |
PPG | F | 0.89% | |
AIG | B | 0.88% | |
NUE | C | 0.87% | |
GILD | C | 0.81% | |
GM | B | 0.79% | |
TXN | C | 0.68% | |
UPS | C | 0.47% |
YLDE: Top Represented Industries & Keywords
DDM: Top Represented Industries & Keywords