YLDE vs. SPHD ETF Comparison
Comparison of ClearBridge Dividend Strategy ESG ETF (YLDE) to PowerShares S&P 500 High Dividend Portfolio (SPHD)
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
SPHD
PowerShares S&P 500 High Dividend Portfolio
SPHD Description
The PowerShares S&P 500® High Dividend Portfolio (the “Fund”) seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Low Volatility High Dividend Index (the “Underlying Index”). The Fund generally will invest at least 90% of its total assets in common stocks that comprise the Underlying Index. Standard & Poor’s® compiles, maintains and calculates the Underlying Index, which is composed of 50 securities traded on the S&P 500 Index that historically have provided high dividend yields and low volatility. The Fund and the Index are rebalanced and reconstituted semi-annually, in January and JulyGrade (RS Rating)
Last Trade
$50.28
Average Daily Volume
907,265
50
Performance
| Period | YLDE | SPHD |
|---|---|---|
| 30 Days | 2.71% | 1.68% |
| 60 Days | 9.12% | 8.57% |
| 90 Days | 6.47% | 15.04% |
| 12 Months | 26.30% | 37.42% |
YLDE Overweight 44 Positions Relative to SPHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | D | 4.0% | |
| SRE | C | 3.22% | |
| JPM | C | 3.06% | |
| CMCSA | B | 2.94% | |
| APO | A | 2.93% | |
| BDX | C | 2.92% | |
| AVGO | B | 2.89% | |
| LIN | C | 2.69% | |
| TRV | B | 2.64% | |
| TMUS | A | 2.57% | |
| V | B | 2.53% | |
| KO | C | 2.2% | |
| ORCL | A | 2.19% | |
| AAPL | C | 2.16% | |
| VMC | D | 2.13% | |
| AMT | D | 2.06% | |
| AVB | C | 2.0% | |
| MRK | F | 1.95% | |
| SAP | C | 1.9% | |
| UNP | F | 1.8% | |
| COF | A | 1.73% | |
| HD | A | 1.7% | |
| PG | D | 1.69% | |
| GOOGL | B | 1.65% | |
| UNH | B | 1.64% | |
| WM | B | 1.54% | |
| MET | A | 1.51% | |
| HON | C | 1.5% | |
| HLN | C | 1.45% | |
| APD | C | 1.37% | |
| PSA | C | 1.25% | |
| PNC | C | 1.21% | |
| AZN | D | 1.17% | |
| SBUX | B | 1.15% | |
| EQT | C | 1.1% | |
| FCX | B | 1.1% | |
| DTE | B | 1.06% | |
| PPG | D | 0.96% | |
| NUE | D | 0.89% | |
| AIG | C | 0.89% | |
| DIS | D | 0.74% | |
| TXN | C | 0.71% | |
| GM | D | 0.66% | |
| MDLZ | D | 0.14% |
YLDE Underweight 42 Positions Relative to SPHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| VZ | C | -2.9% | |
| MO | D | -2.84% | |
| CCI | D | -2.83% | |
| T | B | -2.65% | |
| BMY | A | -2.57% | |
| VICI | C | -2.54% | |
| D | A | -2.39% | |
| O | C | -2.34% | |
| PFE | D | -2.3% | |
| AMCR | C | -2.29% | |
| SPG | A | -2.28% | |
| K | B | -2.23% | |
| PM | D | -2.22% | |
| DOW | B | -2.18% | |
| LYB | B | -2.15% | |
| CAG | D | -2.14% | |
| KHC | F | -2.12% | |
| EVRG | C | -2.11% | |
| ES | D | -2.1% | |
| OKE | A | -2.09% | |
| ETR | A | -1.96% | |
| PNW | C | -1.94% | |
| EXC | C | -1.89% | |
| WEC | B | -1.88% | |
| IPG | D | -1.88% | |
| FE | C | -1.86% | |
| FRT | D | -1.84% | |
| IBM | A | -1.84% | |
| HST | D | -1.83% | |
| VTRS | D | -1.78% | |
| DUK | C | -1.75% | |
| PRU | B | -1.71% | |
| GIS | C | -1.69% | |
| DRI | C | -1.65% | |
| SJM | D | -1.61% | |
| MDT | C | -1.57% | |
| ABBV | C | -1.56% | |
| EMN | C | -1.53% | |
| CVX | B | -1.51% | |
| HRL | F | -1.47% | |
| OMC | C | -1.41% | |
| XOM | A | -1.32% |
YLDE: Top Represented Industries & Keywords
SPHD: Top Represented Industries & Keywords
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