YLDE vs. EINC
Compare and contrast key facts about ClearBridge Dividend Strategy ESG ETF (YLDE) and VanEck Energy Income ETF (EINC).
YLDE and EINC 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. EINC is a passively managed fund by VanEck that tracks the performance of the MVIS North America Energy Infrastructure Index. It was launched on Mar 13, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: YLDE or EINC.
Correlation
The correlation between YLDE and EINC is 0.68, 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.
Performance
YLDE vs. EINC - Performance Comparison
Key characteristics
YLDE:
0.90
EINC:
1.38
YLDE:
1.36
EINC:
1.81
YLDE:
1.20
EINC:
1.27
YLDE:
1.18
EINC:
0.71
YLDE:
4.81
EINC:
6.39
YLDE:
2.79%
EINC:
4.67%
YLDE:
14.14%
EINC:
20.95%
YLDE:
-33.23%
EINC:
-87.56%
YLDE:
-3.41%
EINC:
-25.19%
Returns By Period
In the year-to-date period, YLDE achieves a 1.10% return, which is significantly lower than EINC's 1.96% return.
YLDE
1.10%
9.04%
-1.15%
12.57%
14.66%
N/A
EINC
1.96%
9.81%
1.45%
28.71%
26.55%
0.81%
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YLDE vs. EINC - Expense Ratio Comparison
YLDE has a 0.60% expense ratio, which is higher than EINC's 0.45% expense ratio.
Risk-Adjusted Performance
YLDE vs. EINC — Risk-Adjusted Performance Rank
YLDE
EINC
YLDE vs. EINC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Dividend Strategy ESG ETF (YLDE) and VanEck Energy Income ETF (EINC). 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.
Dividends
YLDE vs. EINC - Dividend Comparison
YLDE's dividend yield for the trailing twelve months is around 2.21%, less than EINC's 3.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YLDE ClearBridge Dividend Strategy ESG ETF | 2.21% | 1.69% | 1.65% | 1.68% | 1.15% | 1.46% | 1.65% | 2.25% | 1.31% | 0.00% | 0.00% | 0.00% |
EINC VanEck Energy Income ETF | 3.08% | 3.33% | 3.77% | 2.89% | 6.03% | 6.69% | 9.66% | 11.31% | 8.53% | 9.71% | 28.53% | 12.41% |
Drawdowns
YLDE vs. EINC - Drawdown Comparison
The maximum YLDE drawdown since its inception was -33.23%, smaller than the maximum EINC drawdown of -87.56%. Use the drawdown chart below to compare losses from any high point for YLDE and EINC. For additional features, visit the drawdowns tool.
Volatility
YLDE vs. EINC - Volatility Comparison
The current volatility for ClearBridge Dividend Strategy ESG ETF (YLDE) is 7.00%, while VanEck Energy Income ETF (EINC) has a volatility of 8.63%. This indicates that YLDE experiences smaller price fluctuations and is considered to be less risky than EINC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.