YLDE vs. OILU ETF Comparison

Comparison of ClearBridge Dividend Strategy ESG ETF (YLDE) to ProShares UltraPro 3x Crude Oil ETF (OILU)
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

Number of Holdings *

50

* may have additional holdings in another (foreign) market
OILU

ProShares UltraPro 3x Crude Oil ETF

OILU Description The investment seeks daily investment results, before fees and expenses, that correspond to three times (3x) the daily performance of the Bloomberg WTI Crude Oil SubindexSM. The fund seeks to meet its investment objective by investing, under normal market conditions, in futures contracts for WTI sweet, light crude oil listed on the NYMEX, ICE Futures U.S. or other U.S. exchanges and listed options on such contracts.

Grade (RS Rating)

Last Trade

$39.20

Average Daily Volume

148,896

Number of Holdings *

25

* may have additional holdings in another (foreign) market
Performance
Period YLDE OILU
30 Days 3.07% 23.58%
60 Days 5.04% 17.72%
90 Days 8.07% 9.68%
12 Months 24.75% 7.54%
3 Overlapping Holdings
Symbol Grade Weight in YLDE Weight in OILU Overlap
EQT B 1.4% 2.91% 1.4%
KMI A 2.42% 2.42% 2.42%
WMB A 4.01% 2.18% 2.18%
YLDE Overweight 47 Positions Relative to OILU
Symbol Grade Weight
MSFT F 3.76%
SRE A 3.51%
JPM A 3.35%
APO B 3.26%
CMCSA B 3.03%
TMUS B 2.91%
V A 2.78%
AVGO D 2.73%
TRV B 2.73%
BDX F 2.73%
LIN D 2.46%
ORCL B 2.39%
VMC B 2.38%
COF B 2.1%
AAPL C 2.06%
AVB B 1.94%
GOOGL C 1.91%
KO D 1.84%
MET A 1.79%
UNP C 1.68%
HLN D 1.68%
UNH C 1.65%
AMT D 1.63%
HON B 1.61%
WM A 1.6%
MRK F 1.58%
PG A 1.57%
HD A 1.52%
SAP B 1.5%
APD A 1.38%
EIX B 1.37%
PNC B 1.33%
JNJ D 1.25%
DTE C 1.21%
CSCO B 1.18%
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%
DIS B 0.77%
TXN C 0.68%
UPS C 0.47%
YLDE Underweight 22 Positions Relative to OILU
Symbol Grade Weight
CVX A -15.0%
XOM B -15.0%
COP C -8.25%
OXY D -6.46%
EOG A -4.83%
SLB C -4.58%
MPC D -3.93%
DVN F -3.75%
FANG D -3.34%
VLO C -3.31%
HAL C -2.96%
PSX C -2.94%
HES B -2.68%
BKR B -2.45%
LNG B -2.32%
MRO B -2.06%
OKE A -2.0%
CTRA B -1.78%
CHRD D -1.57%
OVV B -1.38%
FTI A -1.01%
DINO D -0.89%
Compare ETFs