YLDE vs. MEDX ETF Comparison
Comparison of ClearBridge Dividend Strategy ESG ETF (YLDE) to Horizon Kinetics Medical ETF (MEDX)
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
MEDX
Horizon Kinetics Medical ETF
MEDX Description
The fund is an actively-managed exchange-traded fund ("ETF") that pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign companies engaged in medical research, pharmaceutical and medical technology industries and related technology industries. The fund is non-diversified.Grade (RS Rating)
Last Trade
$27.82
Average Daily Volume
1,018
32
Performance
| Period | YLDE | MEDX |
|---|---|---|
| 30 Days | 2.11% | -10.09% |
| 60 Days | 5.03% | -12.50% |
| 90 Days | 7.57% | -13.78% |
| 12 Months | 24.17% | -4.11% |
YLDE Overweight 46 Positions Relative to MEDX
| 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% | |
| UNH | B | 1.65% | |
| AMT | C | 1.63% | |
| HON | C | 1.61% | |
| WM | B | 1.6% | |
| 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% | |
| 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 28 Positions Relative to MEDX
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | F | -15.83% | |
| ABBV | F | -7.81% | |
| BMY | B | -6.23% | |
| AMGN | F | -5.96% | |
| NVS | F | -5.95% | |
| ALNY | D | -4.45% | |
| PFE | F | -4.04% | |
| ALKS | C | -3.91% | |
| REGN | F | -3.38% | |
| BIIB | F | -3.08% | |
| CRSP | D | -2.97% | |
| IONS | F | -2.78% | |
| GSK | F | -2.32% | |
| BCYC | F | -1.95% | |
| BEAM | D | -1.51% | |
| NTLA | F | -1.3% | |
| REPL | D | -0.98% | |
| GALT | C | -0.89% | |
| VNDA | C | -0.79% | |
| LTRN | F | -0.6% | |
| EDIT | F | -0.53% | |
| GEHC | D | -0.48% | |
| TSVT | F | -0.41% | |
| ALLO | F | -0.28% | |
| VTRS | A | -0.27% | |
| PACB | F | -0.13% | |
| BLUE | F | -0.08% | |
| MURA | D | -0.05% |
YLDE: Top Represented Industries & Keywords
MEDX: Top Represented Industries & Keywords
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