YLDE vs. DIVL ETF Comparison
Comparison of ClearBridge Dividend Strategy ESG ETF (YLDE) to Madison Dividend Value ETF (DIVL)
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
$52.22
Average Daily Volume
3,004
50
DIVL
Madison Dividend Value ETF
DIVL Description
The fund seeks to achieve its investment objective by investing in equity securities of companies with a market capitalization of over $1 billion and a history of paying dividends, with the ability to increase dividends over time. Under normal market conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in dividend paying equity securities. The fund may also invest up to 50% of its common stock allocation in foreign securities, including ADRs and emerging market securities.Grade (RS Rating)
Last Trade
$22.27
Average Daily Volume
2,697
36
Performance
| Period | YLDE | DIVL |
|---|---|---|
| 30 Days | 0.81% | -0.49% |
| 60 Days | 4.21% | 3.56% |
| 90 Days | 7.85% | 6.02% |
| 12 Months | 23.90% | 20.53% |
10 Overlapping Holdings
YLDE Overweight 40 Positions Relative to DIVL
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMB | A | 4.01% | |
| MSFT | D | 3.76% | |
| SRE | A | 3.51% | |
| APO | A | 3.26% | |
| TMUS | B | 2.91% | |
| V | A | 2.78% | |
| AVGO | C | 2.73% | |
| TRV | A | 2.73% | |
| BDX | F | 2.73% | |
| LIN | D | 2.46% | |
| KMI | A | 2.42% | |
| ORCL | A | 2.39% | |
| VMC | B | 2.38% | |
| COF | B | 2.1% | |
| AAPL | C | 2.06% | |
| AVB | B | 1.94% | |
| GOOGL | B | 1.91% | |
| KO | D | 1.84% | |
| MET | A | 1.79% | |
| HLN | C | 1.68% | |
| UNH | C | 1.65% | |
| WM | B | 1.6% | |
| MRK | F | 1.58% | |
| SAP | B | 1.5% | |
| EQT | A | 1.4% | |
| EIX | C | 1.37% | |
| PNC | B | 1.33% | |
| DTE | C | 1.21% | |
| CSCO | B | 1.18% | |
| SBUX | A | 1.15% | |
| AZN | F | 1.12% | |
| PSA | C | 1.02% | |
| FCX | F | 0.94% | |
| PPG | F | 0.89% | |
| AIG | C | 0.88% | |
| NUE | D | 0.87% | |
| GILD | C | 0.81% | |
| GM | B | 0.79% | |
| DIS | B | 0.77% | |
| UPS | C | 0.47% |
YLDE Underweight 26 Positions Relative to DIVL
| Symbol | Grade | Weight | |
|---|---|---|---|
| MS | A | -4.78% | |
| FAST | B | -4.53% | |
| ADP | B | -4.51% | |
| BLK | B | -3.99% | |
| ABBV | F | -3.54% | |
| LOW | C | -3.29% | |
| EOG | A | -3.17% | |
| CVX | A | -3.1% | |
| NEE | C | -2.69% | |
| HPE | B | -2.65% | |
| MDT | D | -2.64% | |
| CME | A | -2.63% | |
| BAC | A | -2.61% | |
| COP | B | -2.57% | |
| USB | B | -2.54% | |
| MKC | D | -2.35% | |
| D | C | -2.28% | |
| CMI | A | -2.16% | |
| DGX | A | -2.02% | |
| XOM | B | -1.91% | |
| NKE | F | -1.36% | |
| PEP | F | -1.32% | |
| ABT | A | -1.25% | |
| DE | C | -1.14% | |
| PAYX | B | -1.13% | |
| CL | D | -0.99% |
YLDE: Top Represented Industries & Keywords
DIVL: Top Represented Industries & Keywords
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