YLDE:NSD-ClearBridge Dividend Strategy ESG ETF

ETF | Large Blend | NASDAQ Global Market

Last Closing

USD 26.7


0.00 (0.00)%

Market Cap




Analyst Target

Analyst Rating


ducovest Verdict



Inception Date: 22/05/2017

Primary Benchmark: N/A

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.59 %

Unadjusted Closing Price

Adjusted Closing Price



Top Sectors


Top Regions


Share Volume

Relative Performance (Total Returns)

Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for Large Blend

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

+0.54 (+1.36%)

USD 2.48B
FTCS First Trust Capital Strength E.. 0.61 %

+0.68 (+1.36%)

USD 1.59B
USMC Principal U.S. Mega-Cap Multi-.. 0.12 %

+0.30 (+1.14%)

USD 1.50B
FEX First Trust Large Cap Core Alp.. 0.61 %

+0.78 (+1.41%)

USD 1.30B
PKW Invesco BuyBack Achievers ETF 0.63 %

+0.57 (+1.02%)

USD 1.12B
VONE Vanguard Russell 1000 ETF 0.12 %

+1.40 (+1.16%)

USD 1.06B
FVC First Trust Dorsey Wright Dyna.. 0.30 %

+0.24 (+0.94%)

USD 0.52B
VTHR Vanguard Russell 3000 ETF 0.15 %

+1.65 (+1.38%)

USD 0.42B
DUSA Davis Select U.S. Equity ETF 0.63 %

+0.25 (+1.16%)

USD 0.17B
ESGU iShares ESG MSCI USA ETF 0.15 %

+0.61 (+1.05%)

USD 0.15B

ETFs Containing YLDE


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
Capital Gain 4.62% 78% C+ 42% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.62% 78% C+ 42% F
Trailing 12 Months  
Capital Gain -6.05% 81% B- 62% D-
Dividend Return 0.77% 24% F 15% F
Total Return -5.28% 71% C- 60% D-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 2.53% 19% F 43% F
Dividend Return 3.03% 19% F 39% F
Total Return 0.50% 24% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 5.31% 95% A 94% A
Risk Adjusted Return 57.19% 24% F 65% D
Market Capitalization N/A N/A N/A N/A N/A

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 total returns

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

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.