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YLDE - ETF AI Analysis

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YLDE

ClearBridge Dividend Strategy ESG ETF (YLDE)

Rating:68Neutral
Price Target:
YLDE, the ClearBridge Dividend Strategy ESG ETF, earns a solid overall rating thanks to strong, diversified holdings like Microsoft and Alphabet, which bring robust financial performance, growth in cloud and AI, and supportive earnings outlooks. Additional contributors such as Exxon Mobil and Unilever add stability through established businesses and dividends, though some positions like Air Products and Chemicals, with profitability and cash flow challenges, slightly weigh on the fund. The main risk factor is exposure to a few large, high-valuation growth and energy names, which can increase sensitivity to market swings and sector-specific pressures.
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and in recent months, showing positive momentum for investors.
Sector Diversification
Holdings spread across financials, technology, health care, energy, and other sectors help reduce the impact if any one industry struggles.
Leading Blue-Chip Holdings
Top positions include well-known, large companies in technology, energy, and financials that have generally shown strong or steady performance.
Negative Factors
High U.S. Concentration
With most assets invested in U.S. companies, the fund is heavily tied to the health of the U.S. market and offers limited international diversification.
Mixed Performance Among Top Holdings
Several major positions have recently shown weak or negative performance, which can drag on overall returns if the trend continues.
Moderate Expense Ratio
The fund’s fees are not especially low, so costs may be higher than some cheaper index ETFs and can slightly reduce long-term returns.

YLDE vs. SPDR S&P 500 ETF (SPY)

YLDE Summary

The ClearBridge Dividend Strategy ESG ETF (YLDE) is a U.S.-focused fund that invests across many sectors, aiming to own companies that pay steady dividends and follow strong environmental, social, and governance (ESG) practices. It does not track a single index, but instead selects stocks from the total market, including well-known names like Microsoft, Alphabet (Google), Exxon Mobil, and JPMorgan Chase. Someone might invest in YLDE to seek a mix of income and long-term growth while supporting more responsible businesses. A key risk is that its stock prices and dividend payments can still go up and down with the overall market.
How much will it cost me?The ClearBridge Dividend Strategy ESG ETF (YLDE) has an expense ratio of 0.48%, which means you’ll pay $4.80 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, focusing on selecting companies that meet ESG criteria and provide sustainable dividend income.
What would affect this ETF?The ClearBridge Dividend Strategy ESG ETF (YLDE) could benefit from growing interest in ESG investing and strong performance in sectors like Technology and Health Care, which are well-represented in its holdings. However, it may face challenges from rising interest rates, which can impact dividend-paying stocks, and potential regulatory changes affecting global markets or specific sectors like Energy. Its global exposure provides diversification but also makes it sensitive to international economic conditions.

YLDE Top 10 Holdings

YLDE leans heavily on a mix of Big Tech and energy, with Microsoft and Alphabet acting as key engines of recent gains thanks to their rising momentum in cloud and AI. Nvidia adds extra juice but with more mixed, stop‑and‑go trading lately. On the income side, Exxon Mobil and Williams are steady workhorses, helping performance as energy prices firm up. Apollo and Otis, however, have been lagging and occasionally tugging the fund’s returns lower. Overall, it’s a globally diversified, dividend-focused portfolio with a clear tilt toward U.S. large-cap growth and energy names.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Exxon Mobil4.50%$7.81M$655.73B45.99%
74
Outperform
Williams Co4.40%$7.64M$90.70B29.63%
76
Outperform
Microsoft3.40%$5.91M$3.71T0.95%
79
Outperform
Nvidia3.33%$5.77M$5.55T37.92%
76
Outperform
Alphabet Class A3.25%$5.64M$4.12T44.02%
85
Outperform
Apollo Global Management2.99%$5.19M$78.94B1.61%
75
Outperform
Air Products and Chemicals2.77%$4.81M$67.09B3.94%
46
Neutral
Otis Worldwide2.72%$4.72M$27.11B-18.15%
67
Neutral
Unilever2.69%$4.66M$139.44B-11.26%
73
Outperform
Marsh & McLennan Companies2.68%$4.65M$88.64B-8.83%
71
Outperform

YLDE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
56.51
Positive
100DMA
55.26
Positive
200DMA
53.89
Positive
Market Momentum
MACD
0.13
Positive
RSI
44.40
Neutral
STOCH
18.91
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For YLDE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 57.25, equal to the 50-day MA of 56.51, and equal to the 200-day MA of 53.89, indicating a neutral trend. The MACD of 0.13 indicates Positive momentum. The RSI at 44.40 is Neutral, neither overbought nor oversold. The STOCH value of 18.91 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for YLDE.

YLDE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$173.78M0.48%
68
Neutral
$815.99M0.55%
71
Outperform
$673.50M0.75%
66
Neutral
$601.21M0.62%
59
Neutral
$356.83M0.49%
67
Neutral
$301.66M0.89%
60
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
YLDE
ClearBridge Dividend Strategy ESG ETF
56.62
6.16
12.21%
RGEF
Rockefeller Global Equity ETF
KAT
Scharf ETF
DWLD
Davis Select Worldwide Etf
RGLO
Global Equity Active ETF
JSTC
Adasina Social Justice All Cap Global ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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