ClearBridge Dividend Strategy ESG ETF (YLDE)

$19.88M
0.60%
Equities
Overall impact
A (81)
Shareholder advocacy
B
Screens
Abortion
4 (8%)
Advertising
0 (0%)
Alcohol
0 (0%)
Animal testing
4 (8%)
Cannabis
0 (0%)
Carbon emissions intensity
9 (18%)
Coal
0 (0%)
Contraceptives
4 (8%)
Deforestation - financing
3 (6%)
Deforestation - supply chain
7 (14%)
Discrimination controversies
15 (31%)
Environmental controversies
23 (47%)
Factory farming
2 (4%)
Fast food
1 (2%)
Fossil fuel
4 (8%)
Fur
0 (0%)
Gambling
0 (0%)
Genetic engineering
0 (0%)
Health-related controversies
20 (41%)
Human trafficking
6 (12%)
Interest-based products
9 (18%)
Interest-bearing debt
7 (14%)
Interest-bearing securities
5 (10%)
Misleading communication
7 (14%)
Music
1 (2%)
No SBTI commitment
24 (49%)
Nuclear
1 (2%)
Oil and gas
2 (4%)
Opioid controversies
1 (2%)
Oppressive governments
9 (18%)
Pork
0 (0%)
Pornography
0 (0%)
Predatory lending
3 (6%)
Prison involvement
2 (4%)
Privacy breaches
7 (14%)
Single-use plastic
2 (4%)
Stem cell research
4 (8%)
Sugar
4 (8%)
Tobacco
0 (0%)
Weapons
1 (2%)
Total 49
Impact
Cause YLDE
Peer rank
Overall impact
Name Rating
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Screens
Abortion
4 (8%)
Advertising
0 (0%)
Alcohol
0 (0%)
Animal testing
4 (8%)
Cannabis
0 (0%)
Carbon emissions intensity
9 (18%)
Coal
0 (0%)
Contraceptives
4 (8%)
Deforestation - financing
3 (6%)
Deforestation - supply chain
7 (14%)
Discrimination controversies
15 (31%)
Environmental controversies
23 (47%)
Factory farming
2 (4%)
Fast food
1 (2%)
Fossil fuel
4 (8%)
Fur
0 (0%)
Gambling
0 (0%)
Genetic engineering
0 (0%)
Health-related controversies
20 (41%)
Human trafficking
6 (12%)
Interest-based products
9 (18%)
Interest-bearing debt
7 (14%)
Interest-bearing securities
5 (10%)
Misleading communication
7 (14%)
Music
1 (2%)
No SBTI commitment
24 (49%)
Nuclear
1 (2%)
Oil and gas
2 (4%)
Opioid controversies
1 (2%)
Oppressive governments
9 (18%)
Pork
0 (0%)
Pornography
0 (0%)
Predatory lending
3 (6%)
Prison involvement
2 (4%)
Privacy breaches
7 (14%)
Single-use plastic
2 (4%)
Stem cell research
4 (8%)
Sugar
4 (8%)
Tobacco
0 (0%)
Weapons
1 (2%)
Total 49
Impact trend

Change in rating for overall impact
High rating
Low rating
Average rating
Change in rating
Top fund metrics
Metrics driving YLDE's rating for overall impact (81, relative to other funds). Hover or click on a bubble for more info
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Fund data represents a weighted-average of fund holdings. Normalized scores are relative to other funds.
All fund metrics
Metrics used to rate YLDE for overall impact. Click on a metric for more info
Metric Source Data Normalized
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Data status

Summary statistics on data used to rate ClearBridge Dividend Strategy ESG ETF for overall impact

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of potential metrics used

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unique data

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peer-average data

4 days ago

last updated

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company filings data

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government data

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Ethos research

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independent organization data
Fund data represents a weighted-average of fund holdings. Normalized scores are relative to other funds. Learn more about our ratings methodology
Screens
Click to screen holdings
Abortion
4 (8%)
Advertising
0 (0%)
Alcohol
0 (0%)
Animal testing
4 (8%)
Cannabis
0 (0%)
Carbon emissions intensity
9 (18%)
Coal
0 (0%)
Contraceptives
4 (8%)
Deforestation - financing
3 (6%)
Deforestation - supply chain
7 (14%)
Discrimination controversies
15 (31%)
Environmental controversies
23 (47%)
Factory farming
2 (4%)
Fast food
1 (2%)
Fossil fuel
4 (8%)
Fur
0 (0%)
Gambling
0 (0%)
Genetic engineering
0 (0%)
Health-related controversies
20 (41%)
Human trafficking
6 (12%)
Interest-based products
9 (18%)
Interest-bearing debt
7 (14%)
Interest-bearing securities
5 (10%)
Misleading communication
7 (14%)
Music
1 (2%)
No SBTI commitment
24 (49%)
Nuclear
1 (2%)
Oil and gas
2 (4%)
Opioid controversies
1 (2%)
Oppressive governments
9 (18%)
Pork
0 (0%)
Pornography
0 (0%)
Predatory lending
3 (6%)
Prison involvement
2 (4%)
Privacy breaches
7 (14%)
Single-use plastic
2 (4%)
Stem cell research
4 (8%)
Sugar
4 (8%)
Tobacco
0 (0%)
Weapons
1 (2%)
Total 49
Securities held by YLDE
Holdings rated for overall impact
Security Rating
Security Rating
Security Rating
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Only includes fund holdings with ratings for selected cause (overall impact). Learn more about our ratings methodology
YLDE Price
$41.91
Last available end-of-day price. Full disclosure
Performance: 3 month
Info
Name
ClearBridge Dividend Strategy ESG ETF
Symbol
YLDE
Type
ETF
Fund family
Franklin Templeton Investments
Asset class
Equities
Category
Large Blend
Total assets
$19.88M
Expense ratio
YLDE
0.60%
Description
The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in dividend-paying stocks or other instruments with similar economic characteristics that offer the potential for income growth and capital appreciation over time and that meet its financial and environmental, social and governance ("ESG") criteria. The fund may also invest in companies that the subadviser believes are making substantial progress toward becoming a leader in ESG policies.

This information is subject to Ethos' Terms and Conditions, which you can find here.

This information may not be used for corporate financing purposes (including, without limitation, ESG-linked loans, credit facilities, securities or structured products), as a basis for any financial instruments or products (including, without limitation, passively managed funds and index-linked derivative securities) or other products or services, to verify or correct data in any other compilation of data or index, to create any derivative works, nor to create any other data or index (custom or otherwise), without Ethos' prior written permission.

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