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YLDE - ETF AI Analysis

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YLDE

ClearBridge Dividend Strategy ESG ETF (YLDE)

Rating:72Outperform
Price Target:
YLDE’s rating reflects a generally solid, diversified portfolio led by high-quality tech names like Microsoft and Alphabet, whose strong financial performance and growth in cloud and AI meaningfully support the fund’s overall quality. Other sizable positions such as Broadcom, Texas Instruments, and Exxon Mobil add to the strength through solid earnings and strategic growth, though premium valuations and some overvaluation signals introduce risk. The main drag comes from weaker holding Air Products and Chemicals, which faces profitability and cash flow challenges, and investors should also be aware of concentration in large, growth-oriented names that could be sensitive to market swings.
Positive Factors
Solid Energy and Dividend Leaders in Top Holdings
Several major positions in energy and established blue-chip companies have shown strong recent performance, helping support the fund’s returns.
Broad Sector Diversification
The ETF spreads its investments across many sectors, including technology, financials, health care, and consumer areas, which can help reduce the impact if one industry struggles.
ESG-Focused Dividend Strategy
The fund combines a dividend-focused approach with environmental, social, and governance (ESG) screening, which may appeal to investors seeking income with a values-based tilt.
Negative Factors
Higher-Than-Average Expense Ratio
The fund’s fee is on the higher side for an ETF, which can gradually eat into long-term returns compared with lower-cost options.
Heavy U.S. Concentration
With nearly all assets in U.S. companies, the ETF offers limited geographic diversification and is highly tied to the U.S. market’s fortunes.
Mixed Performance Among Top Holdings
Some of the largest positions, particularly in big technology and consumer names, have shown weaker recent performance, which can drag on overall fund results.

YLDE vs. SPDR S&P 500 ETF (SPY)

YLDE Summary

The ClearBridge Dividend Strategy ESG ETF (YLDE) is an actively managed fund that invests mainly in U.S. companies across many sectors, with a focus on firms that pay dividends and follow environmental, social, and governance (ESG) standards. It does not track a specific index, but instead selects stocks it believes offer steady income and long-term growth potential. Well-known holdings include Microsoft and Exxon Mobil. Someone might invest in YLDE for diversified exposure to dividend-paying, socially responsible companies. A key risk is that the value of the ETF can go up and down with the overall stock market.
How much will it cost me?The ClearBridge Dividend Strategy ESG ETF (YLDE) has an expense ratio of 0.48%, which means you’ll pay $4.80 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, focusing on selecting companies that meet ESG criteria and provide sustainable dividend income.
What would affect this ETF?The ClearBridge Dividend Strategy ESG ETF (YLDE) could benefit from growing interest in ESG investing and strong performance in sectors like Technology and Health Care, which are well-represented in its holdings. However, it may face challenges from rising interest rates, which can impact dividend-paying stocks, and potential regulatory changes affecting global markets or specific sectors like Energy. Its global exposure provides diversification but also makes it sensitive to international economic conditions.

YLDE Top 10 Holdings

YLDE’s story is a blend of steady dividend payers and a few names catching a rough patch. Energy giants like Exxon Mobil and pipeline player Williams are doing the heavy lifting, rising on the back of solid earnings and income appeal. On the flip side, Big Tech staples Microsoft and Alphabet have been losing a bit of steam lately, while Broadcom and Apollo Global Management are also lagging. With notable exposure to energy, tech, and financials, and a global mix that includes Nestlé, the fund is diversified but still leans on a handful of big, familiar engines.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Williams Co4.82%$6.75M$88.77B32.34%
76
Outperform
Exxon Mobil3.90%$5.46M$680.72B58.70%
74
Outperform
Microsoft3.60%$5.04M$2.77T4.20%
79
Outperform
Texas Instruments2.99%$4.18M$181.56B29.49%
78
Outperform
Air Products and Chemicals2.97%$4.16M$65.49B13.52%
46
Neutral
Alphabet Class A2.91%$4.07M$3.62T104.42%
85
Outperform
Nestle SA Reg2.88%$4.03M$247.83B1.21%
74
Outperform
Broadcom2.87%$4.01M$1.49T103.99%
76
Outperform
Apollo Global Management2.68%$3.75M$61.36B-5.56%
75
Outperform
Comcast2.37%$3.31M$99.52B-17.36%
74
Outperform

YLDE Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
55.16
Negative
100DMA
54.09
Negative
200DMA
52.55
Positive
Market Momentum
MACD
-0.49
Negative
RSI
46.37
Neutral
STOCH
77.23
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For YLDE, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 53.89, equal to the 50-day MA of 55.16, and equal to the 200-day MA of 52.55, indicating a neutral trend. The MACD of -0.49 indicates Negative momentum. The RSI at 46.37 is Neutral, neither overbought nor oversold. The STOCH value of 77.23 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for YLDE.

YLDE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$145.12M0.48%
72
Outperform
$732.70M0.55%
71
Outperform
$677.60M0.75%
63
Neutral
$530.48M0.62%
60
Neutral
$274.22M0.50%
67
Neutral
$255.32M0.89%
60
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
YLDE
ClearBridge Dividend Strategy ESG ETF
53.96
7.77
16.82%
RGEF
Rockefeller Global Equity ETF
KAT
Scharf ETF
DWLD
Davis Select Worldwide Etf
HOLA
JPMorgan International Hedged Equity Laddered Overlay ETF
JSTC
Adasina Social Justice All Cap Global ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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