ClearBridge Dividend Strategy ESG ETF (YLDE) belongs to the Dividend category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with YLDE. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to YLDE
YLDE charges 0.60% annually. There are 126 ETFs in the Dividend category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard High Dividend Yield ETF | 0.04% | 96.20B | Nov 2006 | YLDE vs VYM | |
| Vanguard Dividend Appreciation ETF | 0.04% | 129.60B | Apr 2006 | YLDE vs VIG | |
| iShares Core Dividend ETF | 0.05% | 1.71B | Nov 2017 | YLDE vs DIVB | |
| SPDR Portfolio S&P Sector Neutral Dividend ETF | 0.05% | 12.81M | Sep 2023 | YLDE vs SPDG | |
| Franklin U.S. Core Dividend Tilt Index ETF | 0.06% | 140.81M | Jun 2016 | YLDE vs UDIV |
Best Risk-Adjusted Alternatives to YLDE
YLDE has a PortfoliosLab risk / return rank of 75. There are 79 ETFs in the Dividend category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin International Low Volatility High Dividen... | 97 | 5.48B | Jul 2016 | YLDE vs LVHI | |
| Franklin Income Equity Focus ETF | 96 | 135.67M | Sep 2016 | YLDE vs INCE | |
| WisdomTree Global High Dividend Fund | 95 | 146.66M | Jun 2006 | YLDE vs DEW | |
| Schwab U.S. Dividend Equity ETF | 95 | 104.16B | Oct 2011 | YLDE vs SCHD | |
| Invesco S&P Ultra Dividend Revenue ETF | 95 | 1.80B | Oct 2013 | YLDE vs RDIV |
Top Performing YLDE Alternatives (YTD)
YLDE is at 9.35% YTD. There are 117 ETFs in the Dividend category with higher YTD returns, going as high as 60.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| YieldMax MRNA Option Income Strategy ETF | 60.69% | 106.87M | Oct 2023 | YLDE vs MRNY | |
| ETRACS 2x Leveraged U.S. Dividend Factor TR ETN | 47.30% | 8.65M | Feb 2021 | YLDE vs SCDL | |
| Amplify Natural Resources Dividend Income ETF | 33.67% | 26.89M | Aug 2022 | YLDE vs NDIV | |
| Invesco KBW Premium Yield Equity REIT ETF | 25.42% | 314.06M | Dec 2010 | YLDE vs KBWY | |
| iShares Core Dividend ETF | 25.34% | 1.71B | Nov 2017 | YLDE vs DIVB |
Lowest Volatility Alternatives to YLDE
YLDE has 9.52% 1-year volatility. There are 8 ETFs in the Dividend category with lower 1-year volatility, going as low as 5.93%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Global X Alternative Income ETF | 5.93% | 45.64M | Jul 2015 | YLDE vs ALTY | |
| Simplify Enhanced Income ETF | 7.23% | 66.82M | Oct 2022 | YLDE vs HIGH | |
| JPMorgan Equity Premium Income ETF | 8.15% | 45.80B | May 2020 | YLDE vs JEPI | |
| Franklin Income Equity Focus ETF | 8.40% | 135.67M | Sep 2016 | YLDE vs INCE | |
| Calamos CEF Income & Arbitrage ETF | 8.41% | 33.90M | Jan 2024 | YLDE vs CCEF |
Lowest Drawdown Alternatives to YLDE
YLDE has a 1-year max drawdown of -7.59%. There are 47 ETFs in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.27%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.77B | Mar 2006 | YLDE vs FDL | |
| Global X Alternative Income ETF | -4.34% | 45.64M | Jul 2015 | YLDE vs ALTY | |
| Schwab U.S. Dividend Equity ETF | -4.61% | 104.16B | Oct 2011 | YLDE vs SCHD | |
| Invesco S&P Ultra Dividend Revenue ETF | -4.84% | 1.80B | Oct 2013 | YLDE vs RDIV | |
| Franklin Income Equity Focus ETF | -4.90% | 135.67M | Sep 2016 | YLDE vs INCE |
Other ETFs from Franklin Templeton
The 10 most viewed Franklin Templeton ETFs shown here include FLIN, FLKR, LVHD and span 12 categories. AUM among these funds goes as high as $4B.
Often Compared With YLDE
Investors most often compare YLDE with AMAGX, FDVV, EINC. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare YLDE with Any Fund or Stock
Compare YLDE with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair YLDE with funds that move differently
ClearBridge Dividend Strategy ESG ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to YLDE.
Explore YLDE Diversifiers