YLDE:NSD-ClearBridge Dividend Strategy ESG ETF

ETF | Large Blend | NASDAQ Global Market

Last Closing

USD 27.14

Change

-0.37 (-1.36)%

Market Cap

N/A

Volume

230.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 22/05/2017

Primary Benchmark: S&P 500 TR USD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.59 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
CVE Cenovus Energy Inc 2.81 %
LDF:F LINUS DIGITAL FINANCE AG 2.80 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2018-12-14 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
DGRW WisdomTree U.S. Quality Divide.. 0.28 %

+0.64 (+0.88%)

USD 12.68B
ESGU iShares ESG Aware MSCI USA ETF 0.15 %

+1.36 (+1.24%)

USD 12.62B
FTCS First Trust Capital Strength E.. 0.60 %

+0.17 (+0.21%)

USD 9.06B
VONE Vanguard Russell 1000 Index Fu.. 0.12 %

+2.89 (+1.27%)

USD 4.71B
VTHR Vanguard Russell 3000 Index Fu.. 0.15 %

+2.79 (+1.26%)

USD 2.32B
USMC Principal U.S. Mega-Cap ETF 0.12 %

+0.63 (+1.29%)

USD 2.16B
FEX First Trust Large Cap Core Alp.. 0.61 %

+0.86 (+0.91%)

USD 1.17B
SUSL iShares ESG MSCI USA Leaders E.. 0.00 %

+1.25 (+1.41%)

USD 1.12B
PKW Invesco BuyBack Achievers ETF 0.62 %

+1.14 (+1.11%)

USD 1.09B
CATH Global X S&P 500® Catholic Va.. 0.29 %

+0.78 (+1.29%)

USD 0.83B

ETFs Containing YLDE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NASDAQ Global Market)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.88% 73% C 67% D+
Dividend Return 0.50% 17% F 9% A-
Total Return -1.38% 64% D 64% D
Trailing 12 Months  
Capital Gain -1.92% 59% D- 65% D
Dividend Return 1.27% 55% F 28% F
Total Return -0.65% 55% F 63% D
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain 2.96% 18% F 43% F
Dividend Return 3.44% 18% F 39% F
Total Return 0.48% 27% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 5.08% 95% A 94% A
Risk Adjusted Return 67.76% 23% F 70% C-
Market Capitalization N/A N/A N/A N/A F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.