YLDE vs. INCE ETF Comparison
Comparison of ClearBridge Dividend Strategy ESG ETF (YLDE) to Franklin Income Equity Focus ETF (INCE)
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
50
INCE
Franklin Income Equity Focus ETF
INCE Description
Under normal marketing conditions, the fund will invest at least 80% of its net assets in equity securities, and in derivatives and other instruments that have economic characteristics and provide investment exposure similar to equity securities.Grade (RS Rating)
Last Trade
$58.80
Average Daily Volume
6,895
44
Performance
| Period | YLDE | INCE |
|---|---|---|
| 30 Days | 3.07% | 0.46% |
| 60 Days | 5.04% | 2.02% |
| 90 Days | 8.07% | 3.59% |
| 12 Months | 24.75% | 18.90% |
17 Overlapping Holdings
| Symbol | Grade | Weight in YLDE | Weight in INCE | Overlap | |
|---|---|---|---|---|---|
| APD | A | 1.46% | 2.05% | 1.46% | |
| CSCO | B | 1.15% | 1.12% | 1.12% | |
| FCX | D | 0.96% | 0.52% | 0.52% | |
| GM | B | 0.76% | 1.03% | 0.76% | |
| HD | A | 1.48% | 1.62% | 1.48% | |
| HON | B | 1.58% | 1.09% | 1.09% | |
| JNJ | D | 1.26% | 2.9% | 1.26% | |
| JPM | A | 3.36% | 1.48% | 1.48% | |
| KO | D | 1.84% | 0.98% | 0.98% | |
| MET | A | 1.99% | 1.29% | 1.29% | |
| PG | A | 1.61% | 1.98% | 1.61% | |
| PNC | B | 1.3% | 0.59% | 0.59% | |
| SBUX | A | 1.14% | 1.14% | 1.14% | |
| SRE | A | 3.56% | 1.11% | 1.11% | |
| TXN | C | 0.65% | 1.2% | 0.65% | |
| UNP | C | 1.64% | 1.41% | 1.41% | |
| UPS | C | 0.47% | 0.87% | 0.47% |
YLDE Overweight 33 Positions Relative to INCE
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMB | A | 4.25% | |
| MSFT | F | 3.69% | |
| APO | B | 3.25% | |
| CMCSA | B | 2.98% | |
| BDX | F | 2.95% | |
| TMUS | B | 2.85% | |
| V | A | 2.77% | |
| TRV | B | 2.74% | |
| AVGO | D | 2.57% | |
| KMI | A | 2.51% | |
| LIN | D | 2.43% | |
| ORCL | B | 2.41% | |
| VMC | B | 2.3% | |
| AAPL | C | 2.1% | |
| COF | B | 2.06% | |
| AVB | B | 1.91% | |
| GOOGL | C | 1.88% | |
| HLN | D | 1.73% | |
| AMT | D | 1.68% | |
| UNH | C | 1.64% | |
| MRK | F | 1.57% | |
| WM | A | 1.55% | |
| SAP | B | 1.54% | |
| EQT | B | 1.51% | |
| EIX | B | 1.44% | |
| DTE | C | 1.25% | |
| AZN | D | 1.09% | |
| PSA | D | 1.02% | |
| PPG | F | 0.88% | |
| AIG | B | 0.87% | |
| DIS | B | 0.86% | |
| NUE | C | 0.85% | |
| GILD | C | 0.78% |
YLDE Underweight 27 Positions Relative to INCE
| Symbol | Grade | Weight | |
|---|---|---|---|
| SO | D | -3.1% | |
| VZ | C | -2.94% | |
| CVX | A | -2.85% | |
| PEP | F | -2.42% | |
| LMT | D | -2.21% | |
| JCI | C | -2.14% | |
| RIO | D | -1.69% | |
| XOM | B | -1.58% | |
| SCHW | B | -1.48% | |
| MS | A | -1.46% | |
| RTX | C | -1.43% | |
| LOW | D | -1.33% | |
| ADI | D | -1.31% | |
| PM | B | -1.25% | |
| USB | A | -1.16% | |
| MCD | D | -1.14% | |
| TTE | F | -1.14% | |
| BAC | A | -1.04% | |
| AEP | D | -0.99% | |
| IBM | C | -0.95% | |
| NEM | D | -0.94% | |
| DUK | C | -0.83% | |
| FITB | A | -0.58% | |
| MA | C | -0.53% | |
| ALB | C | -0.53% | |
| BA | F | -0.23% | |
| C | A | -0.0% |
YLDE: Top Represented Industries & Keywords
INCE: Top Represented Industries & Keywords
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