YLDE vs. FENY ETF Comparison
Comparison of ClearBridge Dividend Strategy ESG ETF (YLDE) to Fidelity MSCI Energy Index ETF (FENY)
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
FENY
Fidelity MSCI Energy Index ETF
FENY Description
The investment seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the MSCI USA IMI Energy Index. Investing at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Energy Index, which represents the performance of the energy sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Energy Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$26.80
Average Daily Volume
732,697
98
Performance
| Period | YLDE | FENY |
|---|---|---|
| 30 Days | 2.11% | 8.37% |
| 60 Days | 5.03% | 10.74% |
| 90 Days | 7.57% | 8.81% |
| 12 Months | 24.17% | 18.76% |
YLDE Overweight 47 Positions Relative to FENY
| Symbol | Grade | Weight | |
|---|---|---|---|
| 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% | |
| 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% | |
| 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% | |
| AZN | F | 1.12% | |
| 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 95 Positions Relative to FENY
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | B | -21.92% | |
| CVX | A | -13.78% | |
| COP | C | -6.39% | |
| EOG | A | -3.78% | |
| OKE | A | -3.05% | |
| SLB | C | -3.0% | |
| MPC | D | -2.86% | |
| PSX | C | -2.72% | |
| LNG | A | -2.39% | |
| VLO | C | -2.27% | |
| BKR | A | -2.1% | |
| TRGP | A | -1.98% | |
| HES | B | -1.95% | |
| FANG | C | -1.69% | |
| OXY | D | -1.64% | |
| TPL | A | -1.33% | |
| HAL | C | -1.3% | |
| DVN | F | -1.22% | |
| CTRA | B | -0.94% | |
| MRO | B | -0.83% | |
| FTI | A | -0.62% | |
| OVV | B | -0.6% | |
| DTM | A | -0.5% | |
| AR | B | -0.46% | |
| CHRD | D | -0.42% | |
| RRC | B | -0.42% | |
| APA | D | -0.42% | |
| PR | B | -0.41% | |
| MTDR | B | -0.36% | |
| DINO | D | -0.35% | |
| NOV | C | -0.33% | |
| CNX | A | -0.32% | |
| CHX | C | -0.31% | |
| WFRD | D | -0.31% | |
| AM | A | -0.29% | |
| SM | B | -0.27% | |
| MUR | D | -0.26% | |
| MGY | A | -0.25% | |
| WHD | B | -0.24% | |
| CRC | A | -0.21% | |
| NOG | B | -0.21% | |
| CIVI | D | -0.21% | |
| CEIX | A | -0.21% | |
| BTU | B | -0.2% | |
| ENLC | A | -0.2% | |
| AROC | A | -0.2% | |
| PAGP | A | -0.2% | |
| HESM | B | -0.2% | |
| HP | C | -0.19% | |
| PTEN | C | -0.18% | |
| PBF | D | -0.18% | |
| VAL | F | -0.18% | |
| RIG | D | -0.18% | |
| UEC | B | -0.18% | |
| LBRT | D | -0.16% | |
| OII | B | -0.16% | |
| CRGY | B | -0.15% | |
| GPOR | B | -0.14% | |
| KNTK | A | -0.14% | |
| KOS | D | -0.12% | |
| LEU | C | -0.11% | |
| WKC | C | -0.11% | |
| TALO | C | -0.11% | |
| WTTR | A | -0.1% | |
| HLX | B | -0.1% | |
| CRK | B | -0.1% | |
| INSW | F | -0.1% | |
| KRP | B | -0.08% | |
| NFE | D | -0.08% | |
| CLB | B | -0.08% | |
| DK | C | -0.08% | |
| AESI | B | -0.07% | |
| PARR | F | -0.07% | |
| LPG | F | -0.07% | |
| XPRO | D | -0.07% | |
| NEXT | C | -0.07% | |
| NBR | C | -0.06% | |
| TTI | B | -0.06% | |
| VTLE | C | -0.06% | |
| PUMP | C | -0.06% | |
| GPRE | F | -0.06% | |
| REX | D | -0.06% | |
| EE | A | -0.06% | |
| GRNT | B | -0.05% | |
| TDW | F | -0.05% | |
| EGY | D | -0.05% | |
| REPX | A | -0.05% | |
| RES | D | -0.05% | |
| CVI | F | -0.05% | |
| CLNE | F | -0.05% | |
| NR | B | -0.05% | |
| BRY | F | -0.04% | |
| VTOL | B | -0.04% | |
| SD | D | -0.04% | |
| HPK | B | -0.04% |
YLDE: Top Represented Industries & Keywords
FENY: Top Represented Industries & Keywords
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