YLDE vs. LVHD
Compare and contrast key facts about ClearBridge Dividend Strategy ESG ETF (YLDE) and Legg Mason Low Volatility High Dividend ETF (LVHD).
YLDE and LVHD 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. LVHD is a passively managed fund by Franklin Templeton that tracks the performance of the QS Low Volatility High Dividend Index. It was launched on Dec 29, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: YLDE or LVHD.
Correlation
The correlation between YLDE and LVHD is 0.64, 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. LVHD - Performance Comparison
Key characteristics
YLDE:
0.90
LVHD:
0.96
YLDE:
1.36
LVHD:
1.45
YLDE:
1.20
LVHD:
1.20
YLDE:
1.18
LVHD:
1.48
YLDE:
4.81
LVHD:
4.21
YLDE:
2.79%
LVHD:
3.14%
YLDE:
14.14%
LVHD:
12.96%
YLDE:
-33.23%
LVHD:
-37.32%
YLDE:
-3.41%
LVHD:
-3.53%
Returns By Period
In the year-to-date period, YLDE achieves a 1.10% return, which is significantly lower than LVHD's 3.33% return.
YLDE
1.10%
9.04%
-1.15%
12.57%
14.66%
N/A
LVHD
3.33%
5.89%
0.59%
12.40%
11.23%
N/A
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YLDE vs. LVHD - Expense Ratio Comparison
YLDE has a 0.60% expense ratio, which is higher than LVHD's 0.27% expense ratio.
Risk-Adjusted Performance
YLDE vs. LVHD — Risk-Adjusted Performance Rank
YLDE
LVHD
YLDE vs. LVHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Dividend Strategy ESG ETF (YLDE) and Legg Mason Low Volatility High Dividend ETF (LVHD). 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. LVHD - Dividend Comparison
YLDE's dividend yield for the trailing twelve months is around 2.21%, less than LVHD's 2.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
LVHD Legg Mason Low Volatility High Dividend ETF | 2.92% | 4.24% | 3.55% | 3.30% | 2.56% | 3.27% | 3.30% | 3.82% | 3.33% | 2.48% |
Drawdowns
YLDE vs. LVHD - Drawdown Comparison
The maximum YLDE drawdown since its inception was -33.23%, smaller than the maximum LVHD drawdown of -37.32%. Use the drawdown chart below to compare losses from any high point for YLDE and LVHD. For additional features, visit the drawdowns tool.
Volatility
YLDE vs. LVHD - Volatility Comparison
ClearBridge Dividend Strategy ESG ETF (YLDE) has a higher volatility of 7.00% compared to Legg Mason Low Volatility High Dividend ETF (LVHD) at 5.47%. This indicates that YLDE's price experiences larger fluctuations and is considered to be riskier than LVHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.