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Upturn AI SWOT - About
ClearBridge Dividend Strategy ESG ETF (YLDE)
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Upturn Advisory Summary
08/14/2025: 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 20.54% | Avg. Invested days 69 | 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 08/14/2025 |
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 (DIVS) seeks to provide current income and long-term capital appreciation by investing in dividend-paying U.S. companies with attractive ESG profiles. The ETF focuses on large-cap companies and employs a value-oriented investment approach.
Reputation and Reliability
ClearBridge Investments is a well-established investment manager with a history of managing dividend-focused strategies.
Management Expertise
The management team has considerable experience in dividend investing and ESG integration.
Investment Objective
Goal
To provide current income and long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but employs an active investment strategy.
Composition The ETF primarily holds dividend-paying U.S. equities screened for ESG factors.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 211700000
Competitors
Key Competitors
- SCHD
- DVY
- VYM
- NOBL
- SDOG
Competitive Landscape
The dividend ETF market is competitive, with several well-established players. DIVS differentiates itself through its ESG focus, but it faces competition from larger, more liquid funds like SCHD and DVY. DIVS's smaller size could lead to higher volatility and wider bid-ask spreads compared to its competitors. A potential advantage is that some investors may prefer active management and ESG screening.
Financial Performance
Historical Performance: Data unavailable.
Benchmark Comparison: Data unavailable.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, which may affect the ease of entering and exiting positions.
Bid-Ask Spread
The bid-ask spread varies but is typically slightly wider than larger, more liquid ETFs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and dividend yields influence the performance of dividend-paying stocks and thus impact DIVS. The overall market sentiment toward ESG investing also affects its attractiveness.
Growth Trajectory
The growth trajectory depends on the demand for ESG-focused dividend strategies and the ETF's ability to attract assets. Changes to strategy and holdings will depend on the investment managers decisions.
Moat and Competitive Advantages
Competitive Edge
DIVS possesses a competitive edge through its integration of ESG factors with a dividend strategy, appealing to socially conscious investors. ClearBridge's established reputation and active management style provide a potential advantage. The fund's focus on quality dividend-paying companies can offer downside protection in volatile markets. However, its smaller size relative to competitors and active management fees are disadvantages. Its ESG focus differentiates it, potentially attracting a specific investor base.
Risk Analysis
Volatility
The ETF's volatility is typical for dividend-focused equity ETFs.
Market Risk
Market risk includes the possibility of declines in the value of the underlying stocks due to economic downturns or market corrections. Specific risks include sector concentration and the potential underperformance of ESG-screened stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking current income, long-term capital appreciation, and who prioritizes ESG considerations in their investment decisions.
Market Risk
DIVS is suitable for long-term investors who are comfortable with equity market risk and seeking a combination of income and ESG alignment.
Summary
ClearBridge Dividend Strategy ESG ETF (DIVS) offers a blend of dividend income and ESG investing. It actively manages a portfolio of dividend-paying U.S. companies, applying ESG screens to align with socially responsible investing principles. Its smaller size and moderate liquidity might make it less appealing to some, while others may find its ESG focus and active management desirable. Suitable for long term investors looking for socially responsible investments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Morningstar
- ETF.com
- Company Fact Sheet
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data may not be fully comprehensive and is 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.