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Upturn AI SWOT - About
ClearBridge Dividend Strategy ESG ETF (YLDE)
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Upturn Advisory Summary
10/24/2025: YLDE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 24.53% | Avg. Invested days 77 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.84 | 52 Weeks Range 45.02 - 52.70 | Updated Date 06/29/2025 |
52 Weeks Range 45.02 - 52.70 | Updated Date 06/29/2025 |
Upturn AI SWOT
ClearBridge Dividend Strategy ESG ETF
ETF Overview
Overview
The ClearBridge Dividend Strategy ESG ETF seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the ClearBridge Dividend Sustainability Leaders Index. The index tracks the performance of dividend-paying companies that have demonstrated leadership in environmental, social, and governance (ESG) factors.
Reputation and Reliability
ClearBridge Investments is a well-established asset manager known for its focus on sustainability and responsible investing.
Management Expertise
ClearBridge has a dedicated ESG research team and experienced portfolio managers focused on dividend and sustainable investing strategies.
Investment Objective
Goal
To seek investment results that correspond generally to the price and yield performance, before fees and expenses, of the ClearBridge Dividend Sustainability Leaders Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the ClearBridge Dividend Sustainability Leaders Index, which focuses on dividend-paying companies with strong ESG profiles.
Composition The ETF holds a portfolio of dividend-paying stocks selected based on ESG criteria and financial health.
Market Position
Market Share: Data on specific market share is not available.
Total Net Assets (AUM): AUM is not publicly available, but is generally small.
Competitors
Key Competitors
- VYM
- DVY
- SCHD
Competitive Landscape
The dividend ETF market is highly competitive, with several large players like Vanguard (VYM), iShares (DVY), and Schwab (SCHD). ClearBridge ETF differentiates itself through its strong ESG focus. ClearBridge ETF's smaller AUM can be a disadvantage, but the ESG focus can attract socially responsible investors.
Financial Performance
Historical Performance: Historical data unavailable. Performance is highly correlated to the underlying index performance over various time periods.
Benchmark Comparison: Performance should closely track the ClearBridge Dividend Sustainability Leaders Index.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
Average trading volume is relatively low, which can impact execution costs.
Bid-Ask Spread
The bid-ask spread can be wider compared to more liquid ETFs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and sector performance significantly impact dividend stocks. ESG trends and investor sentiment towards sustainability also play a role.
Growth Trajectory
Growth depends on the increasing investor demand for sustainable and responsible investing products. Changes to the index methodology and underlying holdings can impact future performance.
Moat and Competitive Advantages
Competitive Edge
ClearBridge Dividend Strategy ESG ETF's competitive edge lies in its combined dividend and ESG focus. It caters to investors seeking both income and alignment with sustainable investing principles. The ETF's adherence to the ClearBridge Dividend Sustainability Leaders Index provides a rules-based approach to ESG integration. ClearBridge's expertise in ESG research and responsible investing further strengthens its competitive position. This dual focus helps it stand out in a crowded market of dividend ETFs.
Risk Analysis
Volatility
Volatility will be dependent on the volatility of the underlying dividend-paying stocks.
Market Risk
The ETF is subject to market risk, sector concentration risk, and risks associated with ESG investing. Changes in ESG standards or investor sentiment can affect performance.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking income from dividend-paying stocks and prioritizes investments that align with ESG principles.
Market Risk
Suitable for long-term investors seeking both income and socially responsible investing. May also appeal to passive index followers and active traders seeking exposure to dividend stocks with ESG characteristics.
Summary
The ClearBridge Dividend Strategy ESG ETF offers exposure to dividend-paying companies that demonstrate leadership in ESG factors. Its competitive advantage lies in its strong ESG focus that attracts responsible investors. However, the ETF has a small market share and low trading volume compared to its key competitors. Investors should consider its expense ratio, ESG considerations, and liquidity before investing. The ETF seeks to track its underlying index performance and generate income aligned with investor's ESG principles.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ClearBridge Investments Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
Data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made in consultation with a qualified financial advisor. Market share and other financial data may be approximate and subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About ClearBridge Dividend Strategy ESG ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in income generating securities and investments, including dividend-paying equity securities, and selling call options to generate income from premiums received, as well as other instruments with similar economic characteristics.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.