YLDE vs. WRND ETF Comparison
Comparison of ClearBridge Dividend Strategy ESG ETF (YLDE) to IQ Global Equity R&D Leaders ETF (WRND)
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
$53.21
Average Daily Volume
3,110
Number of Holdings
*
50
* may have additional holdings in another (foreign) market
WRND
IQ Global Equity R&D Leaders ETF
WRND Description
IQ Global Equity R&D Leaders ETF is an exchange traded fund launched by New York Life Investment Management LLC. The fund is managed by IndexIQ Advisors LLC. It invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the IQ Global Equity R&D Leaders Index, by using full replication technique. IQ Global Equity R&D Leaders ETF was formed on December 14, 2021 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$29.33
Average Daily Volume
1,357
Number of Holdings
*
112
* may have additional holdings in another (foreign) market
Performance
| Period | YLDE | WRND |
|---|---|---|
| 30 Days | 4.28% | -1.40% |
| 60 Days | 6.15% | -3.41% |
| 90 Days | 8.39% | -0.58% |
| 12 Months | 25.19% | 18.88% |
14 Overlapping Holdings
| Symbol | Grade | Weight in YLDE | Weight in WRND | Overlap | |
|---|---|---|---|---|---|
| AAPL | B | 2.1% | 3.25% | 2.1% | |
| AVGO | D | 2.57% | 0.86% | 0.86% | |
| BDX | F | 2.95% | 0.12% | 0.12% | |
| CSCO | A | 1.15% | 0.93% | 0.93% | |
| GILD | B | 0.78% | 0.64% | 0.64% | |
| GM | B | 0.76% | 1.2% | 0.76% | |
| GOOGL | C | 1.88% | 5.25% | 1.88% | |
| HON | B | 1.58% | 0.18% | 0.18% | |
| JNJ | D | 1.26% | 1.48% | 1.26% | |
| MRK | F | 1.57% | 1.59% | 1.57% | |
| MSFT | D | 3.69% | 2.97% | 2.97% | |
| ORCL | C | 2.41% | 1.05% | 1.05% | |
| PG | A | 1.61% | 0.21% | 0.21% | |
| TXN | D | 0.65% | 0.21% | 0.21% |
YLDE Overweight 36 Positions Relative to WRND
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMB | B | 4.25% | |
| SRE | A | 3.56% | |
| JPM | B | 3.36% | |
| APO | A | 3.25% | |
| CMCSA | C | 2.98% | |
| TMUS | A | 2.85% | |
| V | A | 2.77% | |
| TRV | B | 2.74% | |
| KMI | B | 2.51% | |
| LIN | D | 2.43% | |
| VMC | B | 2.3% | |
| COF | B | 2.06% | |
| MET | A | 1.99% | |
| AVB | B | 1.91% | |
| KO | D | 1.84% | |
| HLN | D | 1.73% | |
| AMT | D | 1.68% | |
| UNP | C | 1.64% | |
| UNH | B | 1.64% | |
| WM | A | 1.55% | |
| SAP | B | 1.54% | |
| EQT | B | 1.51% | |
| HD | A | 1.48% | |
| APD | A | 1.46% | |
| EIX | A | 1.44% | |
| PNC | A | 1.3% | |
| DTE | C | 1.25% | |
| SBUX | B | 1.14% | |
| AZN | F | 1.09% | |
| PSA | C | 1.02% | |
| FCX | F | 0.96% | |
| PPG | D | 0.88% | |
| AIG | B | 0.87% | |
| DIS | B | 0.86% | |
| NUE | D | 0.85% | |
| UPS | C | 0.47% |
YLDE Underweight 98 Positions Relative to WRND
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | -6.24% | |
| META | D | -4.08% | |
| INTC | C | -1.97% | |
| NVDA | C | -1.34% | |
| BMY | B | -1.17% | |
| NVS | F | -0.96% | |
| BABA | D | -0.95% | |
| PFE | D | -0.94% | |
| QCOM | F | -0.9% | |
| F | C | -0.89% | |
| LLY | F | -0.85% | |
| VRTX | D | -0.84% | |
| TM | D | -0.74% | |
| IBM | C | -0.71% | |
| ABBV | D | -0.68% | |
| TSLA | B | -0.67% | |
| SONY | B | -0.66% | |
| STLA | F | -0.66% | |
| CRM | B | -0.66% | |
| HMC | F | -0.65% | |
| AMD | F | -0.57% | |
| AMGN | D | -0.47% | |
| ADBE | C | -0.39% | |
| BIDU | F | -0.39% | |
| SQ | B | -0.39% | |
| MU | D | -0.38% | |
| BA | D | -0.36% | |
| NFLX | B | -0.35% | |
| TEAM | B | -0.34% | |
| PYPL | A | -0.34% | |
| UBER | D | -0.31% | |
| AMAT | F | -0.3% | |
| ABT | B | -0.3% | |
| EA | C | -0.3% | |
| INTU | C | -0.3% | |
| RTX | D | -0.3% | |
| REGN | F | -0.29% | |
| INCY | C | -0.29% | |
| MDT | D | -0.28% | |
| WDAY | C | -0.28% | |
| MRNA | F | -0.27% | |
| HPE | B | -0.27% | |
| TCOM | B | -0.27% | |
| NOW | B | -0.26% | |
| CAT | B | -0.24% | |
| NXPI | D | -0.24% | |
| SHOP | B | -0.24% | |
| MRVL | B | -0.24% | |
| DE | B | -0.24% | |
| SPOT | B | -0.22% | |
| PANW | C | -0.22% | |
| LI | F | -0.22% | |
| SNPS | B | -0.22% | |
| MELI | C | -0.21% | |
| BGNE | D | -0.2% | |
| SNOW | C | -0.19% | |
| HPQ | B | -0.19% | |
| CMI | A | -0.19% | |
| WDC | C | -0.19% | |
| ABNB | C | -0.19% | |
| NIO | F | -0.19% | |
| EXPE | B | -0.18% | |
| GE | D | -0.18% | |
| LRCX | F | -0.18% | |
| RIVN | D | -0.17% | |
| BSX | C | -0.17% | |
| ADSK | B | -0.17% | |
| CDNS | B | -0.17% | |
| BIIB | F | -0.17% | |
| ABBV | D | -0.17% | |
| EBAY | C | -0.16% | |
| RBLX | C | -0.16% | |
| MMM | D | -0.16% | |
| ACN | B | -0.15% | |
| LMT | D | -0.15% | |
| ADI | D | -0.15% | |
| SYK | C | -0.15% | |
| ILMN | C | -0.14% | |
| DASH | A | -0.14% | |
| DHR | D | -0.14% | |
| CTVA | B | -0.14% | |
| TMO | F | -0.12% | |
| GLW | B | -0.12% | |
| DDOG | A | -0.12% | |
| NOC | D | -0.12% | |
| EW | C | -0.12% | |
| ISRG | C | -0.12% | |
| GEHC | F | -0.12% | |
| NTAP | C | -0.11% | |
| LPL | F | -0.11% | |
| JNPR | F | -0.11% | |
| PINS | F | -0.11% | |
| KLAC | F | -0.11% | |
| UL | D | -0.11% | |
| ALNY | D | -0.1% | |
| APTV | F | -0.1% | |
| MCHP | F | -0.09% | |
| LCID | F | -0.07% |
YLDE: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Credit Services
Oil & Gas Midstream
Semiconductors
Software - Infrastructure
Specialty Chemicals
Telecom Services
Utilities - Regulated Electric
Asset Management
Auto Manufacturers
Banks - Global
Banks - Regional - US
Beverages - Soft Drinks
Building Materials
Chemicals
Communication Equipment
Consumer Electronics
Copper
Diversified Industrials
Drug Manufacturers - Specialty & Generic
WRND: Top Represented Industries & Keywords
Industries:
Software - Application
Auto Manufacturers
Drug Manufacturers - Major
Semiconductors
Biotechnology
Internet Content & Information
Medical Devices
Aerospace & Defense
Specialty Retail
Communication Equipment
Consumer Electronics
Diagnostics & Research
Diversified Industrials
Semiconductor Equipment & Materials
Data Storage
Farm & Construction Equipment
Household & Personal Products
Information Technology Services
Internet Content & Information
Leisure
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