Correlation
The correlation between YLDE and KNG is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
YLDE vs. KNG
Compare and contrast key facts about ClearBridge Dividend Strategy ESG ETF (YLDE) and FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG).
YLDE and KNG 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. KNG is a passively managed fund by First Trust that tracks the performance of the Cboe S&P 500 Dividend Aristocrats Target Income Index Monthly Series. It was launched on Mar 26, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: YLDE or KNG.
Performance
YLDE vs. KNG - Performance Comparison
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Key characteristics
YLDE:
1.04
KNG:
0.41
YLDE:
1.42
KNG:
0.61
YLDE:
1.21
KNG:
1.08
YLDE:
1.25
KNG:
0.35
YLDE:
5.05
KNG:
1.12
YLDE:
2.83%
KNG:
4.49%
YLDE:
14.36%
KNG:
13.68%
YLDE:
-33.23%
KNG:
-35.12%
YLDE:
-1.85%
KNG:
-5.79%
Returns By Period
In the year-to-date period, YLDE achieves a 2.73% return, which is significantly higher than KNG's 1.25% return.
YLDE
2.73%
1.75%
-1.85%
14.83%
10.66%
13.38%
N/A
KNG
1.25%
2.04%
-5.79%
5.59%
4.66%
10.03%
N/A
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YLDE vs. KNG - Expense Ratio Comparison
YLDE has a 0.60% expense ratio, which is lower than KNG's 0.75% expense ratio.
Risk-Adjusted Performance
YLDE vs. KNG — Risk-Adjusted Performance Rank
YLDE
KNG
YLDE vs. KNG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Dividend Strategy ESG ETF (YLDE) and FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG). 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.
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Dividends
YLDE vs. KNG - Dividend Comparison
YLDE's dividend yield for the trailing twelve months is around 2.17%, less than KNG's 9.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
YLDE ClearBridge Dividend Strategy ESG ETF | 2.17% | 1.69% | 1.64% | 1.68% | 1.15% | 1.46% | 1.65% | 2.25% | 1.31% |
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF | 9.11% | 9.08% | 5.91% | 4.00% | 3.45% | 3.40% | 4.09% | 3.46% | 0.00% |
Drawdowns
YLDE vs. KNG - Drawdown Comparison
The maximum YLDE drawdown since its inception was -33.23%, smaller than the maximum KNG drawdown of -35.12%. Use the drawdown chart below to compare losses from any high point for YLDE and KNG.
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Volatility
YLDE vs. KNG - Volatility Comparison
The current volatility for ClearBridge Dividend Strategy ESG ETF (YLDE) is 3.75%, while FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) has a volatility of 4.36%. This indicates that YLDE experiences smaller price fluctuations and is considered to be less risky than KNG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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