YLDE vs. AIPI

Last updated Apr 2, 2026

Compare and contrast key facts about ClearBridge Dividend Strategy ESG ETF (YLDE) and REX AI Equity Premium Income ETF (AIPI).

YLDE and AIPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. YLDE is an actively managed fund by Franklin Templeton. It was launched on May 22, 2017. AIPI is an actively managed fund by REX. It was launched on Jun 3, 2024.

Performance

YLDE vs. AIPI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ClearBridge Dividend Strategy ESG ETF (YLDE) and REX AI Equity Premium Income ETF (AIPI). The values are adjusted to include any dividend payments, if applicable.

YLDE vs. AIPI - Yearly Performance Comparison

	2026 (YTD)	2025	2024
YLDE ClearBridge Dividend Strategy ESG ETF	0.78%	13.09%	10.18%
AIPI REX AI Equity Premium Income ETF	-7.05%	16.38%	15.36%

Returns By Period

In the year-to-date period, YLDE achieves a 0.78% return, which is significantly higher than AIPI's -7.05% return.

YLDE

• 1D: 0.14%
• 1M: -5.24%
• YTD: 0.78%
• 6M: 2.35%
• 1Y: 11.58%
• 3Y*: 14.55%
• 5Y*: 10.37%
• 10Y*: —

AIPI

• 1D: 1.31%
• 1M: -1.13%
• YTD: -7.05%
• 6M: -4.01%
• 1Y: 19.61%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

YLDE vs. AIPI - Expense Ratio Comparison

YLDE has a 0.60% expense ratio, which is lower than AIPI's 0.65% expense ratio.

AIPI

REX AI Equity Premium Income ETF

YLDE

ClearBridge Dividend Strategy ESG ETF

Return for Risk

YLDE vs. AIPI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

YLDE

YLDE Risk / Return Rank: 45
YLDE Sharpe Ratio Rank: 45
YLDE Sortino Ratio Rank: 42
YLDE Omega Ratio Rank: 45
YLDE Calmar Ratio Rank: 43
YLDE Martin Ratio Rank: 51

AIPI

AIPI Risk / Return Rank: 49
AIPI Sharpe Ratio Rank: 47
AIPI Sortino Ratio Rank: 47
AIPI Omega Ratio Rank: 52
AIPI Calmar Ratio Rank: 53
AIPI Martin Ratio Rank: 46

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

YLDE vs. AIPI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ClearBridge Dividend Strategy ESG ETF (YLDE) and REX AI Equity Premium Income ETF (AIPI). 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.

	YLDE	AIPI	Difference
Sharpe ratio Return per unit of total volatility	0.87	0.90	-0.03
Sortino ratio Return per unit of downside risk	1.24	1.35	-0.10
Omega ratio Gain probability vs. loss probability	1.19	1.20	-0.02
Calmar ratio Return relative to maximum drawdown	1.20	1.43	-0.23
Martin ratio Return relative to average drawdown	5.21	4.49	+0.72
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

YLDE vs. AIPI - Sharpe Ratio Comparison

The current YLDE Sharpe Ratio is 0.87, which is comparable to the AIPI Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of YLDE and AIPI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	YLDE	AIPI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.87	0.90	-0.03
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.77	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.73	0.59	+0.14

Correlation

The correlation between YLDE and AIPI is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

YLDE vs. AIPI - Dividend Comparison

YLDE's dividend yield for the trailing twelve months is around 7.03%, less than AIPI's 41.95% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
YLDE ClearBridge Dividend Strategy ESG ETF	7.03%	5.68%	1.69%	1.64%	1.68%	1.15%	1.46%	1.65%	2.25%	1.31%
AIPI REX AI Equity Premium Income ETF	41.95%	37.84%	18.13%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

YLDE vs. AIPI - Drawdown Comparison

The maximum YLDE drawdown since its inception was -33.23%, which is greater than AIPI's maximum drawdown of -25.25%. Use the drawdown chart below to compare losses from any high point for YLDE and AIPI.

Drawdown Indicators

	YLDE	AIPI	Difference
Max Drawdown Largest peak-to-trough decline	-33.23%	-25.25%	-7.98%
Max Drawdown (1Y) Largest decline over 1 year	-9.72%	-14.40%	+4.68%
Max Drawdown (5Y) Largest decline over 5 years	-20.22%	—	—
Current Drawdown Current decline from peak	-5.64%	-10.09%	+4.45%
Average Drawdown Average peak-to-trough decline	-3.57%	-4.80%	+1.23%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.23%	4.58%	-2.35%

Volatility

YLDE vs. AIPI - Volatility Comparison

The current volatility for ClearBridge Dividend Strategy ESG ETF (YLDE) is 3.58%, while REX AI Equity Premium Income ETF (AIPI) has a volatility of 7.50%. This indicates that YLDE experiences smaller price fluctuations and is considered to be less risky than AIPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	YLDE	AIPI	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.58%	7.50%	-3.92%
Volatility (6M) Calculated over the trailing 6-month period	7.07%	13.66%	-6.59%
Volatility (1Y) Calculated over the trailing 1-year period	13.40%	21.94%	-8.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.55%	21.98%	-8.43%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.86%	21.98%	-6.12%