YLDE vs. XLE ETF Comparison
Comparison of ClearBridge Dividend Strategy ESG ETF (YLDE) to SPDR Select Sector Fund - Energy Select Sector (XLE)
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
$46.53
Average Daily Volume
2,220
54
XLE
SPDR Select Sector Fund - Energy Select Sector
XLE Description
The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in The Energy Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: oil, gas & consumable fuels; and energy equipment & services. The fund is non-diversified.Grade (RS Rating)
Last Trade
$94.35
Average Daily Volume
16,037,833
23
Performance
| Period | YLDE | XLE |
|---|---|---|
| 30 Days | 0.31% | -3.22% |
| 60 Days | 0.80% | 7.87% |
| 90 Days | 3.19% | 14.17% |
| 12 Months | 15.75% | 22.98% |
YLDE Overweight 51 Positions Relative to XLE
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | C | 4.05% | |
| APO | C | 3.67% | |
| SRE | B | 3.11% | |
| JPM | B | 3.07% | |
| CMCSA | D | 3.05% | |
| BDX | F | 2.93% | |
| V | C | 2.76% | |
| TRV | D | 2.62% | |
| LIN | D | 2.6% | |
| VMC | C | 2.48% | |
| MRK | B | 2.37% | |
| TMUS | B | 2.29% | |
| AVGO | C | 2.24% | |
| KO | A | 2.08% | |
| UNP | C | 1.91% | |
| ORCL | D | 1.89% | |
| AVB | A | 1.84% | |
| AAPL | B | 1.82% | |
| PG | A | 1.78% | |
| AMT | D | 1.72% | |
| COF | B | 1.71% | |
| WM | B | 1.69% | |
| SAP | C | 1.69% | |
| HD | D | 1.58% | |
| HON | C | 1.54% | |
| UNH | C | 1.54% | |
| MET | C | 1.45% | |
| PPG | D | 1.44% | |
| JNJ | F | 1.41% | |
| MDLZ | B | 1.32% | |
| AZN | A | 1.26% | |
| CL | A | 1.21% | |
| PNC | B | 1.15% | |
| APD | C | 1.13% | |
| NUE | F | 1.12% | |
| FCX | B | 1.09% | |
| EIX | A | 1.09% | |
| CSCO | D | 1.08% | |
| AIG | A | 1.04% | |
| DTE | A | 1.03% | |
| PSA | D | 1.0% | |
| KVUE | C | 0.99% | |
| SBUX | F | 0.99% | |
| UPS | D | 0.99% | |
| DIS | D | 0.98% | |
| INTC | F | 0.92% | |
| GILD | F | 0.92% | |
| GM | B | 0.86% | |
| HLN | D | 0.78% | |
| TXN | A | 0.67% | |
| GOOGL | B | 0.59% |
YLDE Underweight 20 Positions Relative to XLE
YLDE: Top Represented Industries & Keywords
XLE: Top Represented Industries & Keywords
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