YLDE vs. LGLV ETF Comparison
Comparison of ClearBridge Dividend Strategy ESG ETF (YLDE) to SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV)
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
$50.29
Average Daily Volume
3,232
52
LGLV
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA US Large Cap Low Volatility Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the stocks of U.S. large capitalization companies that exhibit low volatility. Volatility is a statistical measurement of the magnitude of movements in a stock's price over time. The fund is non-diversified.Grade (RS Rating)
Last Trade
$168.81
Average Daily Volume
30,974
159
Performance
Period | YLDE | LGLV |
---|---|---|
30 Days | 2.63% | 2.24% |
60 Days | 4.92% | 6.40% |
90 Days | 7.07% | 11.13% |
12 Months | 24.41% | 28.47% |
27 Overlapping Holdings
Symbol | Grade | Weight in YLDE | Weight in LGLV | Overlap | |
---|---|---|---|---|---|
AMT | C | 2.07% | 0.92% | 0.92% | |
APD | B | 1.34% | 1.07% | 1.07% | |
AVB | C | 2.02% | 1.1% | 1.1% | |
BDX | D | 2.89% | 0.76% | 0.76% | |
CMCSA | C | 2.89% | 0.43% | 0.43% | |
CSCO | B | 1.06% | 0.48% | 0.48% | |
DTE | A | 1.06% | 0.93% | 0.93% | |
GOOGL | D | 1.64% | 0.5% | 0.5% | |
HD | B | 1.66% | 0.51% | 0.51% | |
HON | C | 1.47% | 0.55% | 0.55% | |
JNJ | C | 1.43% | 1.08% | 1.08% | |
KMI | C | 2.03% | 0.65% | 0.65% | |
LIN | B | 2.64% | 1.21% | 1.21% | |
MRK | F | 2.02% | 0.64% | 0.64% | |
MSFT | C | 4.01% | 0.71% | 0.71% | |
ORCL | B | 2.18% | 0.64% | 0.64% | |
PG | C | 1.71% | 1.05% | 1.05% | |
PSA | C | 1.26% | 1.11% | 1.11% | |
SBUX | C | 1.16% | 0.44% | 0.44% | |
TRV | C | 2.69% | 0.8% | 0.8% | |
TXN | B | 0.69% | 0.59% | 0.59% | |
UNH | C | 1.67% | 0.77% | 0.77% | |
UNP | D | 1.85% | 0.52% | 0.52% | |
V | C | 2.72% | 0.61% | 0.61% | |
VMC | C | 2.1% | 0.93% | 0.93% | |
WM | D | 1.51% | 0.82% | 0.82% | |
WMB | C | 3.99% | 0.46% | 0.46% |
YLDE Overweight 25 Positions Relative to LGLV
Symbol | Grade | Weight | |
---|---|---|---|
SRE | B | 3.24% | |
JPM | D | 3.04% | |
APO | B | 2.78% | |
AVGO | C | 2.67% | |
TMUS | B | 2.5% | |
KO | B | 2.22% | |
AAPL | C | 2.12% | |
SAP | B | 1.9% | |
COF | B | 1.73% | |
MET | B | 1.49% | |
HLN | B | 1.46% | |
PNC | C | 1.22% | |
AZN | D | 1.19% | |
EIX | B | 1.18% | |
GILD | B | 1.09% | |
EQT | C | 1.06% | |
FCX | C | 1.01% | |
PPG | C | 0.96% | |
AIG | D | 0.9% | |
NUE | D | 0.86% | |
KVUE | B | 0.76% | |
DIS | D | 0.74% | |
GM | C | 0.71% | |
UPS | D | 0.48% | |
MDLZ | C | 0.15% |
YLDE Underweight 132 Positions Relative to LGLV
Symbol | Grade | Weight | |
---|---|---|---|
CL | C | -1.4% | |
PEP | D | -1.33% | |
GIS | B | -1.27% | |
WMT | B | -1.23% | |
XEL | B | -1.14% | |
DUK | B | -1.13% | |
PEG | B | -1.08% | |
EQR | C | -1.08% | |
SO | B | -1.05% | |
RSG | D | -1.02% | |
ED | B | -1.0% | |
PGR | C | -1.0% | |
WEC | B | -0.97% | |
BRK.A | C | -0.96% | |
VZ | A | -0.95% | |
MMC | C | -0.91% | |
EQIX | B | -0.89% | |
K | A | -0.85% | |
MCD | B | -0.85% | |
LMT | A | -0.83% | |
NDAQ | C | -0.83% | |
AJG | D | -0.82% | |
INVH | D | -0.81% | |
AEE | B | -0.81% | |
CME | B | -0.8% | |
ALL | C | -0.8% | |
BRO | C | -0.79% | |
MMM | B | -0.77% | |
GD | C | -0.76% | |
CMS | B | -0.75% | |
CB | B | -0.75% | |
MSI | B | -0.74% | |
NOC | B | -0.74% | |
MKL | C | -0.73% | |
BAH | B | -0.73% | |
MAA | C | -0.72% | |
AFL | A | -0.71% | |
ICE | C | -0.71% | |
ADP | C | -0.7% | |
COST | C | -0.7% | |
PKG | B | -0.69% | |
CHKP | B | -0.68% | |
BMY | C | -0.68% | |
T | B | -0.68% | |
J | A | -0.68% | |
WTW | B | -0.67% | |
AON | B | -0.66% | |
FDS | C | -0.66% | |
MCK | F | -0.66% | |
OTIS | B | -0.66% | |
SUI | C | -0.65% | |
TJX | C | -0.65% | |
WRB | D | -0.64% | |
PAYX | C | -0.64% | |
IBM | B | -0.64% | |
MDT | B | -0.64% | |
ABT | C | -0.64% | |
TYL | C | -0.63% | |
AVY | C | -0.63% | |
EA | D | -0.61% | |
GRMN | D | -0.6% | |
AMCR | B | -0.59% | |
ROP | C | -0.59% | |
ETN | C | -0.59% | |
IEX | C | -0.58% | |
UDR | C | -0.56% | |
VRSK | D | -0.56% | |
NI | B | -0.55% | |
GGG | C | -0.53% | |
FOXA | B | -0.53% | |
L | D | -0.53% | |
BR | C | -0.52% | |
FAST | C | -0.52% | |
TSCO | B | -0.52% | |
ITW | B | -0.51% | |
VRSN | C | -0.51% | |
CASY | D | -0.5% | |
AME | C | -0.5% | |
CNA | D | -0.5% | |
ORLY | B | -0.5% | |
PCAR | D | -0.5% | |
ELS | D | -0.5% | |
RYAN | C | -0.49% | |
CPT | C | -0.49% | |
NDSN | C | -0.49% | |
AZO | B | -0.49% | |
AMH | D | -0.49% | |
ROL | C | -0.48% | |
JKHY | B | -0.47% | |
NVR | B | -0.47% | |
CHRW | B | -0.44% | |
AKAM | D | -0.42% | |
ACN | C | -0.42% | |
FTV | C | -0.42% | |
YUM | B | -0.41% | |
SCI | C | -0.41% | |
CACI | B | -0.4% | |
HLI | C | -0.4% | |
CSGP | D | -0.39% | |
LOW | B | -0.39% | |
ATR | B | -0.38% | |
AIZ | B | -0.37% | |
LNG | D | -0.37% | |
DOX | C | -0.37% | |
GL | D | -0.36% | |
ORI | B | -0.34% | |
GPK | C | -0.34% | |
TTC | F | -0.33% | |
EGP | C | -0.33% | |
XOM | D | -0.32% | |
CHE | C | -0.32% | |
DCI | C | -0.32% | |
CHK | C | -0.31% | |
CVX | F | -0.31% | |
CBSH | D | -0.29% | |
ADC | C | -0.28% | |
FR | C | -0.28% | |
DTM | C | -0.27% | |
SEIC | B | -0.27% | |
MSA | D | -0.25% | |
DLB | D | -0.25% | |
GNTX | D | -0.25% | |
SAIC | C | -0.25% | |
LSTR | D | -0.24% | |
RLI | B | -0.23% | |
DG | F | -0.23% | |
CWST | D | -0.21% | |
SON | D | -0.2% | |
SIGI | D | -0.2% | |
MMS | B | -0.2% | |
NEU | D | -0.14% | |
SOLV | D | -0.1% |
YLDE: Top Represented Industries & Keywords
LGLV: Top Represented Industries & Keywords