YLDE vs. IQSU ETF Comparison
Comparison of ClearBridge Dividend Strategy ESG ETF (YLDE) to IQ Candriam ESG US Equity ETF (IQSU)
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
IQSU
IQ Candriam ESG US Equity ETF
IQSU Description
The investment seeks investment results that track (before fees and expenses) the price and yield performance of its underlying index, the IQ Candriam ESG US Equity Index. The Advisor employs a passive management - or indexing - investment approach designed to track the performance of the underlying index. The underlying index is designed to deliver exposure to equity securities of companies meeting environmental, social and corporate governance (ESG) criteria developed by Candriam and weighted using a market capitalization weighting methodology.Grade (RS Rating)
Last Trade
$49.60
Average Daily Volume
10,845
281
Performance
Period | YLDE | IQSU |
---|---|---|
30 Days | 3.07% | 4.52% |
60 Days | 5.04% | 4.59% |
90 Days | 8.07% | 6.02% |
12 Months | 24.75% | 24.96% |
33 Overlapping Holdings
Symbol | Grade | Weight in YLDE | Weight in IQSU | Overlap | |
---|---|---|---|---|---|
AAPL | C | 2.1% | 9.59% | 2.1% | |
AIG | B | 0.87% | 0.19% | 0.19% | |
AMT | D | 1.68% | 0.37% | 0.37% | |
APD | A | 1.46% | 0.28% | 0.28% | |
APO | B | 3.25% | 0.26% | 0.26% | |
AVB | B | 1.91% | 0.13% | 0.13% | |
CMCSA | B | 2.98% | 0.65% | 0.65% | |
COF | B | 2.06% | 0.27% | 0.27% | |
CSCO | B | 1.15% | 0.91% | 0.91% | |
DIS | B | 0.86% | 0.82% | 0.82% | |
FCX | D | 0.96% | 0.24% | 0.24% | |
GILD | C | 0.78% | 0.43% | 0.43% | |
GOOGL | C | 1.88% | 2.84% | 1.88% | |
HD | A | 1.48% | 1.56% | 1.48% | |
KMI | A | 2.51% | 0.22% | 0.22% | |
LIN | D | 2.43% | 0.85% | 0.85% | |
MET | A | 1.99% | 0.19% | 0.19% | |
MSFT | F | 3.69% | 9.56% | 3.69% | |
NUE | C | 0.85% | 0.14% | 0.14% | |
PG | A | 1.61% | 1.58% | 1.58% | |
PNC | B | 1.3% | 0.32% | 0.32% | |
PPG | F | 0.88% | 0.11% | 0.11% | |
PSA | D | 1.02% | 0.21% | 0.21% | |
SBUX | A | 1.14% | 0.43% | 0.43% | |
SRE | A | 3.56% | 0.23% | 0.23% | |
TRV | B | 2.74% | 0.23% | 0.23% | |
TXN | C | 0.65% | 0.7% | 0.65% | |
UNH | C | 1.64% | 2.17% | 1.64% | |
UPS | C | 0.47% | 0.38% | 0.38% | |
V | A | 2.77% | 1.91% | 1.91% | |
VMC | B | 2.3% | 0.14% | 0.14% | |
WM | A | 1.55% | 0.35% | 0.35% | |
WMB | A | 4.25% | 0.28% | 0.28% |
YLDE Underweight 248 Positions Relative to IQSU
Symbol | Grade | Weight | |
---|---|---|---|
TSLA | B | -3.69% | |
GOOG | C | -2.55% | |
MA | C | -1.66% | |
BAC | A | -1.23% | |
CRM | B | -1.2% | |
ACN | C | -0.94% | |
ADBE | C | -0.87% | |
PEP | F | -0.86% | |
AMD | F | -0.86% | |
NOW | A | -0.82% | |
IBM | C | -0.77% | |
GE | D | -0.76% | |
INTU | C | -0.7% | |
QCOM | F | -0.67% | |
AXP | A | -0.65% | |
MS | A | -0.65% | |
SPGI | C | -0.62% | |
NEE | D | -0.61% | |
PGR | A | -0.59% | |
LOW | D | -0.59% | |
AMAT | F | -0.55% | |
TJX | A | -0.54% | |
BX | A | -0.51% | |
C | A | -0.5% | |
FI | A | -0.5% | |
PANW | C | -0.49% | |
ADP | B | -0.48% | |
VRTX | F | -0.46% | |
BMY | B | -0.46% | |
MU | D | -0.43% | |
MMC | B | -0.43% | |
ADI | D | -0.42% | |
PLD | D | -0.41% | |
KKR | A | -0.4% | |
INTC | D | -0.4% | |
TT | A | -0.37% | |
ELV | F | -0.37% | |
CI | F | -0.36% | |
MELI | D | -0.36% | |
LRCX | F | -0.36% | |
SHW | A | -0.35% | |
PH | A | -0.35% | |
ICE | C | -0.35% | |
PYPL | B | -0.35% | |
NKE | D | -0.35% | |
EQIX | A | -0.34% | |
MDLZ | F | -0.34% | |
KLAC | D | -0.33% | |
CMG | B | -0.32% | |
ITW | B | -0.32% | |
ZTS | D | -0.32% | |
CME | A | -0.32% | |
WELL | A | -0.32% | |
MSI | B | -0.32% | |
CDNS | B | -0.32% | |
SNPS | B | -0.32% | |
CL | D | -0.31% | |
CRWD | B | -0.31% | |
MCO | B | -0.3% | |
CTAS | B | -0.3% | |
MRVL | B | -0.3% | |
EMR | A | -0.29% | |
USB | A | -0.29% | |
MMM | D | -0.28% | |
MAR | B | -0.27% | |
FDX | B | -0.26% | |
OKE | A | -0.26% | |
ADSK | A | -0.26% | |
AJG | B | -0.25% | |
DLR | B | -0.24% | |
ECL | D | -0.24% | |
TFC | A | -0.24% | |
HLT | A | -0.24% | |
SLB | C | -0.24% | |
ABNB | C | -0.23% | |
ROP | B | -0.23% | |
SPG | B | -0.23% | |
BK | A | -0.23% | |
CARR | D | -0.23% | |
DASH | A | -0.22% | |
JCI | C | -0.22% | |
AMP | A | -0.22% | |
MPC | D | -0.22% | |
TGT | F | -0.22% | |
AFL | B | -0.22% | |
FICO | B | -0.22% | |
FTNT | C | -0.22% | |
WDAY | B | -0.21% | |
URI | B | -0.21% | |
LNG | B | -0.2% | |
ALL | A | -0.2% | |
RCL | A | -0.2% | |
AZO | C | -0.2% | |
PWR | A | -0.19% | |
FIS | C | -0.19% | |
NEM | D | -0.19% | |
BKR | B | -0.18% | |
PCG | A | -0.18% | |
CCI | D | -0.18% | |
PEG | A | -0.18% | |
MSCI | C | -0.18% | |
PRU | A | -0.18% | |
KVUE | A | -0.18% | |
PAYX | C | -0.18% | |
KMB | D | -0.18% | |
VLO | C | -0.18% | |
FAST | B | -0.18% | |
GWW | B | -0.18% | |
DFS | B | -0.17% | |
EA | A | -0.16% | |
SNOW | C | -0.16% | |
CBRE | B | -0.16% | |
OTIS | C | -0.16% | |
VRSK | A | -0.16% | |
IR | B | -0.16% | |
EW | C | -0.16% | |
CHTR | C | -0.15% | |
YUM | B | -0.15% | |
SYY | B | -0.15% | |
EXC | C | -0.15% | |
KR | B | -0.15% | |
CTSH | B | -0.15% | |
TEAM | A | -0.15% | |
IT | C | -0.15% | |
IDXX | F | -0.14% | |
EXR | D | -0.14% | |
WAB | B | -0.14% | |
HIG | B | -0.14% | |
RMD | C | -0.14% | |
MTB | A | -0.14% | |
HUM | C | -0.14% | |
MLM | B | -0.14% | |
HPQ | B | -0.14% | |
DELL | C | -0.14% | |
GIS | D | -0.14% | |
GLW | B | -0.14% | |
WTW | B | -0.13% | |
ROK | B | -0.13% | |
IRM | D | -0.13% | |
HUBS | A | -0.13% | |
ED | D | -0.13% | |
KDP | D | -0.13% | |
ACGL | D | -0.13% | |
LULU | C | -0.13% | |
GPN | B | -0.12% | |
TSCO | D | -0.12% | |
DXCM | D | -0.12% | |
ANSS | B | -0.12% | |
NDAQ | A | -0.12% | |
TTWO | A | -0.12% | |
EFX | F | -0.12% | |
RJF | A | -0.12% | |
EBAY | D | -0.12% | |
ALNY | D | -0.12% | |
DD | D | -0.12% | |
VEEV | C | -0.12% | |
FITB | A | -0.12% | |
AWK | D | -0.11% | |
CHD | B | -0.11% | |
DOV | A | -0.11% | |
NVR | D | -0.11% | |
HPE | B | -0.11% | |
HAL | C | -0.11% | |
KEYS | A | -0.11% | |
ON | D | -0.11% | |
CAH | B | -0.11% | |
XYL | D | -0.11% | |
KHC | F | -0.1% | |
MTD | D | -0.1% | |
HBAN | A | -0.1% | |
NTAP | C | -0.1% | |
CPAY | A | -0.1% | |
EQR | B | -0.1% | |
HSY | F | -0.1% | |
VTR | C | -0.1% | |
SYF | B | -0.1% | |
BR | A | -0.1% | |
ADM | D | -0.1% | |
MPWR | F | -0.1% | |
FTV | C | -0.1% | |
CBOE | B | -0.09% | |
NTRS | A | -0.09% | |
WBD | C | -0.09% | |
WY | D | -0.09% | |
BIIB | F | -0.09% | |
ZBH | C | -0.09% | |
IFF | D | -0.09% | |
WST | C | -0.09% | |
SBAC | D | -0.09% | |
CDW | F | -0.09% | |
RF | A | -0.09% | |
INVH | D | -0.08% | |
MKC | D | -0.08% | |
OMC | C | -0.08% | |
PFG | D | -0.08% | |
MDB | C | -0.08% | |
ZBRA | B | -0.08% | |
LH | C | -0.08% | |
WDC | D | -0.08% | |
CLX | B | -0.08% | |
CFG | B | -0.08% | |
K | A | -0.08% | |
STE | F | -0.08% | |
LYB | F | -0.08% | |
WAT | B | -0.08% | |
ES | D | -0.08% | |
PKG | A | -0.08% | |
EXPD | D | -0.07% | |
MAS | D | -0.07% | |
ULTA | F | -0.07% | |
BBY | D | -0.07% | |
PINS | D | -0.07% | |
TRMB | B | -0.07% | |
KEY | B | -0.07% | |
DGX | A | -0.07% | |
HOLX | D | -0.07% | |
MAA | B | -0.07% | |
ZS | C | -0.07% | |
TRU | D | -0.07% | |
BALL | D | -0.07% | |
STX | D | -0.07% | |
ESS | B | -0.07% | |
APTV | D | -0.06% | |
JBHT | C | -0.06% | |
DOC | D | -0.06% | |
VRSN | F | -0.06% | |
SSNC | B | -0.06% | |
DG | F | -0.06% | |
TER | D | -0.06% | |
EG | C | -0.06% | |
ARE | D | -0.06% | |
GEN | B | -0.06% | |
BMRN | D | -0.05% | |
OKTA | C | -0.05% | |
DLTR | F | -0.05% | |
CAG | D | -0.05% | |
AKAM | D | -0.05% | |
AVTR | F | -0.05% | |
INCY | C | -0.05% | |
SWKS | F | -0.05% | |
EL | F | -0.05% | |
DOX | D | -0.04% | |
RPRX | D | -0.04% | |
SNAP | C | -0.04% | |
CPB | D | -0.03% | |
ENPH | F | -0.03% | |
HRL | D | -0.03% | |
AGR | B | -0.01% |
YLDE: Top Represented Industries & Keywords
IQSU: Top Represented Industries & Keywords