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ClearBridge Dividend Strategy ESG ETF (YLDE)

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ISINUS5246823091
TER0.00%
ReplicationSynthetic
DistributionAccumulating
Launch Year2017
AUM$0.11 billion
ProviderFranklin Templeton
ExchangeUSA Stocks (USA)
CurrencyUSD
CountryUSA
TypeETF

ClearBridge Dividend Strategy ESG ETF Price Chart

Live Price (Delayed)
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Description

Under normal market conditions, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in income generating securities and investments, including dividend-paying equity securities, and selling call options to generate income from premiums received, as well as other instruments with similar economic characteristics.

๐Ÿ’ก Investment Eligibility

Consult fund provider.

Top Holdings

๐Ÿ“ˆ Becton Dickinson and Company
2.95%
๐Ÿ“ˆ Enbridge Inc
3.28%
๐Ÿ“ˆ Sempra Energy
3.33%
๐Ÿ“ˆ The Travelers Companies Inc
2.67%
๐Ÿ“ˆ Williams Companies Inc
2.74%
๐Ÿ“ˆ Exxon Mobil Corp
3.70%
๐Ÿ“ˆ Broadcom Inc
3.23%
๐Ÿ“ˆ Microsoft Corporation
4.42%
๐Ÿ“ˆ Comcast Corp
2.86%
๐Ÿ“ˆ Nestle SA ADR
3.33%

Sector Allocation

โšก Energy
11.06%
๐Ÿ”Œ Utilities
5.64%
๐Ÿ’Š Healthcare
12.45%
๐Ÿ’ป Technology
14.11%
๐Ÿ—๏ธ Industrials
9.26%
๐Ÿ˜๏ธ Real Estate
5.14%
๐Ÿ“Š Basic Materials
5.90%
๐Ÿ“Š Consumer Cyclicals
2.72%
๐Ÿ“Š Consumer Defensive
10.07%
๐Ÿ“Š Financial Services
13.56%
๐Ÿ“ก Communication Services
10.09%

Currency Exposure

๐Ÿ’ฐ Bond
0.00%
๐Ÿ’ฐ Cash
1.37%
๐Ÿ’ฐ Other
0.00%
๐Ÿ’ฐ Stock US
83.47%
๐Ÿ’ฐ Stock non-US
15.17%
๐Ÿ’ฐ NotClassified
0.00%

๐Ÿ“ˆ Period Returns

Period Return (%)
1 Month3.04%
3 Months-1.47%
6 Months-1.93%
1 Year9.24%
3 Years42.36%
5 Years92.49%
Since Inception134.34%

๐Ÿ“Š Wealth Projection Calculator

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๐Ÿ’ธ
Dividends & Risk

Distribution: Accumulating

Volatility and risk metrics are calculated based on historical price movements.

๐Ÿฆ
Savings Plan

This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.

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๐ŸŒ
Listings & FAQ

Exchange: USA Stocks (USA)

Currency: USD


Is this ETF accumulating?
Yes, it reinvests dividends.

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