YLDE vs. DIHP ETF Comparison
Comparison of ClearBridge Dividend Strategy ESG ETF (YLDE) to Dimensional International High Profitability ETF (DIHP)
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
$52.63
Average Daily Volume
3,147
50
DIHP
Dimensional International High Profitability ETF
DIHP Description
Dimensional International High Profitability ETF is an exchange traded fund launched and managed by Dimensional Fund Advisors L.P. The fund is co-managed by DFA Australia Limited and Dimensional Fund Advisors Ltd. The fund invests in public equity markets of global ex-US region. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. Dimensional International High Profitability ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$25.58
Average Daily Volume
459,930
32
Performance
Period | YLDE | DIHP |
---|---|---|
30 Days | 2.11% | -3.92% |
60 Days | 5.03% | -5.83% |
90 Days | 7.57% | -7.44% |
12 Months | 24.17% | 7.49% |
1 Overlapping Holdings
Symbol | Grade | Weight in YLDE | Weight in DIHP | Overlap | |
---|---|---|---|---|---|
AZN | F | 1.12% | 1.1% | 1.1% |
YLDE Overweight 49 Positions Relative to DIHP
Symbol | Grade | Weight | |
---|---|---|---|
WMB | A | 4.01% | |
MSFT | D | 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 | C | 2.46% | |
KMI | A | 2.42% | |
ORCL | A | 2.39% | |
VMC | B | 2.38% | |
COF | C | 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 | C | 1.68% | |
UNH | B | 1.65% | |
AMT | C | 1.63% | |
HON | C | 1.61% | |
WM | B | 1.6% | |
MRK | D | 1.58% | |
PG | C | 1.57% | |
HD | B | 1.52% | |
SAP | B | 1.5% | |
EQT | B | 1.4% | |
APD | A | 1.38% | |
EIX | B | 1.37% | |
PNC | B | 1.33% | |
JNJ | C | 1.25% | |
DTE | C | 1.21% | |
CSCO | B | 1.18% | |
SBUX | A | 1.15% | |
PSA | C | 1.02% | |
FCX | F | 0.94% | |
PPG | F | 0.89% | |
AIG | B | 0.88% | |
NUE | C | 0.87% | |
GILD | C | 0.81% | |
GM | C | 0.79% | |
DIS | B | 0.77% | |
TXN | C | 0.68% | |
UPS | C | 0.47% |
YLDE Underweight 31 Positions Relative to DIHP
Symbol | Grade | Weight | |
---|---|---|---|
ASML | F | -2.34% | |
UL | D | -1.97% | |
SONY | B | -1.62% | |
TM | F | -1.31% | |
BP | D | -1.07% | |
BHP | F | -1.06% | |
RELX | D | -0.98% | |
NVS | F | -0.84% | |
CNI | F | -0.7% | |
NVS | F | -0.37% | |
WCN | A | -0.34% | |
STLA | F | -0.24% | |
DEO | F | -0.22% | |
XRX | F | -0.2% | |
GSK | F | -0.14% | |
DEO | F | -0.12% | |
NVO | F | -0.12% | |
TEVA | C | -0.1% | |
BBVA | D | -0.07% | |
AEI | D | -0.06% | |
E | F | -0.04% | |
OTEX | F | -0.04% | |
FRO | D | -0.04% | |
MBAVU | C | -0.04% | |
RBA | A | -0.04% | |
BUD | F | -0.01% | |
ELBM | D | -0.01% | |
ERIC | C | -0.0% | |
SW | A | -0.0% | |
EQNR | C | -0.0% | |
UL | D | -0.0% |
YLDE: Top Represented Industries & Keywords
DIHP: Top Represented Industries & Keywords