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ETFs

Legg Mason ETF Investment Trust ClearBridge Dividend Strategy ESG ETF

YLDE
$—
Today’s Change
— (—)

Snapshot
*

Inception Date
May 22, 2017
Expense Ratio
0.6%
Type
US Equities
Fund Owner
Franklin Templeton
Volume (1m avg. daily)
$42,049
AUM
$28,819,000
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus
View

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Invest with YLDE

What is YLDE?

ClearBridge Dividend Strategy ESG ETF (YLDE) is an actively managed strategy that seeks attractive income growth and capital appreciation over time by seeking to invest in dividend paying stocks with positive ESG attributes. YLDE may benefit investors targeting dividend income, growth of dividend income and long-term capital appreciation along with engaged, impactful investing all in an active, tax-efficient structure.

1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade

YLDE
Performance Measures**

for the time period May 23, 2017 to Nov 14, 2025

Returns

1M Trailing Return: -0.8%

The percent change in the value over the most recent 1-month period.

3M Trailing Return: 2.0%

The percent change in the value over the most recent 3-month period.

Measures of Risk or Volatility

Max Drawdown: -33.2%

The greatest percent loss from peak to trough in value over the time period.

Standard Deviation: 16.1%

The typical amount that daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

Measures of Risk-Adjusted Performance

Sharpe Ratio: 0.77

The annualized arithmetic mean of the daily returns divided by the annualized standard deviation of the daily returns for the selected time period.

Calmar Ratio: 0.35

The annualized return divided by the max drawdown for the selected time period.

ETFs related toYLDE

ETFs correlated to YLDE include VIG, DGRO, DLN

YLDE
Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
VIG
Vanguard Group, Inc. - Vanguard Dividend Appreciation FTF
DGRO
BlackRock Institutional Trust Company N.A. - iShares Core Dividend Growth ETF
DLN
WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
TDVG
T. Rowe Price ExchangeTraded Funds Inc - T. Rowe Price Dividend Growth ETF
ILCV
BlackRock Institutional Trust Company N.A. - iShares Morningstar Value ETF
EQWL
Invesco Capital Management LLC - Invesco Russell Top 200 Equal Weight ETF
QUS
SPDR Series Trust - SPDR MSCI USA StrategicFactors SM ETF
FNDX
Schwab Strategic Trust - Schwab Fundamental U.S. Large Company Index ETF
IWD
BlackRock Institutional Trust Company N.A. - iShares Russell 1000 Value ETF
SCHV
Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

FAQ

YLDE is a US Equities ETF. ClearBridge Dividend Strategy ESG ETF (YLDE) is an actively managed strategy that seeks attractive income growth and capital appreciation over time by seeking to invest in dividend paying stocks with positive ESG attributes. YLDE may benefit investors targeting dividend income, growth of dividend income and long-term capital appreciation along with engaged, impactful investing all in an active, tax-efficient structure.

YLDE dividend information: Earnings - Positive / Consistent. Dividend payouts may vary in terms of frequency of payouts.

Yes, YLDE is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, YLDE is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on YLDE is -0.0111%. This is the percent change in the value of YLDE over the most recent 1-month period. The 3-month return on YLDE is 0.0005%. This is the percent change in the value of YLDE over the most recent 3-month period.

The standard deviation of YLDE for the past year is 0.1534%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to YLDE include SPHQ, DSI, and QUAL.

ETFs correlated to YLDE include VIG, DGRO, and DLN.

ETFs that are inversely correlated to YLDE include SH, SPXU, and SDS.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.