YLDE vs. IVE ETF Comparison
Comparison of ClearBridge Dividend Strategy ESG ETF (YLDE) to iShares S&P 500 Value ETF (IVE)
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
$50.31
Average Daily Volume
3,243
52
IVE
iShares S&P 500 Value ETF
IVE Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics. 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 S&P 500® Value Index (the "underlying index"), which measures the performance of the large-capitalization value sector of the U.S. equity market.Grade (RS Rating)
Last Trade
$196.25
Average Daily Volume
475,655
10
Performance
| Period | YLDE | IVE |
|---|---|---|
| 30 Days | 2.71% | 1.70% |
| 60 Days | 9.12% | 8.55% |
| 90 Days | 6.47% | 8.92% |
| 12 Months | 26.30% | 32.38% |
YLDE Overweight 47 Positions Relative to IVE
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMB | A | 4.11% | |
| MSFT | D | 3.84% | |
| SRE | C | 3.33% | |
| APO | A | 3.11% | |
| CMCSA | B | 2.99% | |
| BDX | C | 2.95% | |
| AVGO | B | 2.79% | |
| LIN | C | 2.67% | |
| TMUS | A | 2.62% | |
| TRV | B | 2.6% | |
| V | B | 2.59% | |
| VMC | D | 2.21% | |
| ORCL | A | 2.2% | |
| KO | C | 2.15% | |
| AAPL | C | 2.15% | |
| KMI | A | 2.13% | |
| AMT | D | 2.01% | |
| AVB | C | 1.95% | |
| MRK | F | 1.89% | |
| GOOGL | B | 1.84% | |
| UNP | F | 1.77% | |
| HLN | C | 1.76% | |
| COF | A | 1.72% | |
| SAP | C | 1.7% | |
| WM | B | 1.53% | |
| EIX | C | 1.52% | |
| MET | A | 1.52% | |
| HON | C | 1.47% | |
| DTE | B | 1.38% | |
| APD | C | 1.34% | |
| AZN | D | 1.32% | |
| PSA | C | 1.22% | |
| PNC | C | 1.18% | |
| FCX | B | 1.16% | |
| EQT | C | 1.15% | |
| SBUX | B | 1.15% | |
| CSCO | A | 1.1% | |
| GILD | A | 1.08% | |
| PPG | D | 0.97% | |
| NUE | D | 0.9% | |
| AIG | C | 0.88% | |
| DIS | D | 0.74% | |
| KVUE | C | 0.73% | |
| TXN | C | 0.7% | |
| GM | D | 0.64% | |
| UPS | D | 0.48% | |
| MDLZ | D | 0.14% |
YLDE: Top Represented Industries & Keywords
IVE: Top Represented Industries & Keywords
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