EINC vs. YLDE
EINC (VanEck Energy Income ETF) and YLDE (ClearBridge Dividend Strategy ESG ETF) are both exchange-traded funds - EINC is a Energy Equities fund tracking the MVIS North America Energy Infrastructure Index, while YLDE is a Dividend fund actively managed by Franklin Templeton. EINC is passively managed, while YLDE is actively managed. Over the past 5 years, EINC returned 22.43%/yr vs 10.25%/yr for YLDE. At a 0.43 correlation, their price movements are largely independent. EINC charges 0.45%/yr vs 0.60%/yr for YLDE.
Performance
EINC vs. YLDE - Performance Comparison
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Returns By Period
In the year-to-date period, EINC achieves a 28.74% return, which is significantly higher than YLDE's 8.08% return.
EINC
- 1D
- 1.55%
- 1M
- 1.87%
- 6M
- 30.32%
- YTD
- 28.74%
- 1Y
- 32.69%
- 3Y*
- 28.67%
- 5Y*
- 22.43%
- 10Y*
- 11.77%
YLDE
- 1D
- 0.71%
- 1M
- 2.31%
- 6M
- 6.30%
- YTD
- 8.08%
- 1Y
- 16.70%
- 3Y*
- 14.74%
- 5Y*
- 10.25%
- 10Y*
- —
EINC vs. YLDE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EINC VanEck Energy Income ETF | 28.74% | 7.11% | 42.79% | 15.55% | 19.18% | 38.05% | -19.89% | 16.98% | -19.85% | -1.43% |
YLDE ClearBridge Dividend Strategy ESG ETF | 8.08% | 13.09% | 16.44% | 15.69% | -8.56% | 22.12% | 10.35% | 32.46% | -5.74% | 11.35% |
Correlation
The correlation between EINC and YLDE is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since May 23, 2017 | 0.43 |
Over the past year, the correlation between EINC and YLDE has dropped to 0.21 - well below their long-term average of 0.43, suggesting their price drivers have been diverging.
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Return for Risk
EINC vs. YLDE — Risk / Return Rank
EINC
YLDE
EINC vs. YLDE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Energy Income ETF (EINC) and ClearBridge Dividend Strategy ESG ETF (YLDE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EINC | YLDE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.41 | ||
| Sortino ratioReturn per unit of downside risk | +0.43 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.31 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 4.16 | 2.13 | +2.04 |
| Martin ratioReturn relative to average drawdown | 10.24 | 7.78 | +2.46 |
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Drawdowns
EINC vs. YLDE - Drawdown Comparison
The maximum EINC drawdown since its inception was -87.55%, which is greater than YLDE's maximum drawdown of -33.23%. Use the drawdown chart below to compare losses from any high point for EINC and YLDE.
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Drawdown Indicators
| EINC | YLDE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.55% | -33.23% | -54.32% |
Max Drawdown (1Y)Largest decline over 1 year | -7.89% | -7.59% | -0.30% |
Max Drawdown (3Y)Largest decline over 3 years | -16.01% | -11.42% | -4.59% |
Max Drawdown (5Y)Largest decline over 5 years | -19.87% | -20.22% | +0.35% |
Max Drawdown (10Y)Largest decline over 10 years | -68.85% | — | — |
Current DrawdownCurrent decline from peak | -2.40% | -0.26% | -2.14% |
Average DrawdownAverage peak-to-trough decline | -44.01% | -3.52% | -40.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 2.07% | +1.13% |
Volatility
EINC vs. YLDE - Volatility Comparison
VanEck Energy Income ETF (EINC) has a higher volatility of 6.06% compared to ClearBridge Dividend Strategy ESG ETF (YLDE) at 2.82%. This indicates that EINC's price experiences larger fluctuations and is considered to be riskier than YLDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EINC | YLDE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.06% | 2.82% | +3.24% |
Volatility (6M)Calculated over the trailing 6-month period | 12.30% | 6.96% | +5.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.42% | 9.34% | +6.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.58% | 13.50% | +6.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.34% | 15.70% | +9.64% |
EINC vs. YLDE - Expense Ratio Comparison
EINC has a 0.45% expense ratio, which is lower than YLDE's 0.60% expense ratio.
Dividends
EINC vs. YLDE - Dividend Comparison
EINC's dividend yield for the trailing twelve months is around 3.44%, less than YLDE's 6.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EINC VanEck Energy Income ETF | 3.44% | 4.51% | 3.33% | 3.77% | 2.89% | 6.03% | 6.69% | 9.66% | 11.31% | 8.53% | 9.71% | 28.53% |
YLDE ClearBridge Dividend Strategy ESG ETF | 6.46% | 5.68% | 1.69% | 1.64% | 1.68% | 1.15% | 1.46% | 1.65% | 2.25% | 1.31% | 0.00% | 0.00% |
Frequently Asked Questions
EINC and YLDE have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EINC has higher volatility (6.06%) compared to YLDE (2.82%). In terms of maximum drawdown, EINC dropped -87.55% vs YLDE's -33.23%.
On 5-year performance, EINC leads with 22.43% vs 10.25% for YLDE. On fees, EINC is cheaper at 0.45% per year. On volatility, YLDE has been the lower-risk option at 2.82%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, EINC has performed better with a 22.43% return vs 10.25%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
EINC is cheaper with a 0.45% expense ratio, compared with 0.60% for YLDE.
YLDE has the higher dividend yield at 6.46%, compared with 3.44% for EINC.
EINC is categorized as Energy Equities, while YLDE is Dividend. They also come from different issuers: VanEck and Franklin Templeton. Their fees differ too: 0.45% for EINC and 0.60% for YLDE.
EINC currently has the higher Sharpe Ratio (2.13 vs 1.73), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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