ClearBridge Dividend Strategy ESG ETF (YLDE)

$43.61M
0.48%
Equities
Overall impact
B (69)
Shareholder advocacy
A
ESG
Environment
...
Social
...
Governance
...
Screens
Advertising
Alcohol
Animal treatment
Anti-abortion support
Anti-personnel mines
Antisemitism
Arctic drilling
Biological and chemical weapons
Cannabis
Carbon emissions intensity
Cluster munitions
Coal
Contraceptives
Controversial weapons
Deforestation - financing
Deforestation - supply chain
Depleted uranium
Discrimination controversies
Environmental controversies
EU sanctions list
Factory farming
Fast food
Firearms
For-profit health care
Fossil fuel
Fur
Gambling
Genetic engineering
Health-related controversies
Human rights controversies
Human trafficking
Interest-based products
Interest-bearing debt
Interest-bearing securities
Iran
Military contracting
Misleading communication
Music
Myanmar
Norges Bank exclusion list
Northern Ireland (Macbride)
North Korea
No SBTI commitment
Nuclear
Oil and gas
Opioid controversies
Oppressive governments
Palestinian human rights
Pharma controversies
Pork
Pornography
Predatory lending
Prison involvement
Privacy breaches
Pro-life
Russia
Single-use plastic
Stem cell research
Sudan
Sugar
Syria
Tar sands
Thermal coal
Tobacco
UK sanctions list
Undermining US elections
US OFAC sanctions list
Weapons
Total 53
Impact

Cause YLDE
Peer rank
Overall impact

Name Rating
Loading...
Screens
Advertising
Alcohol
Animal treatment
Anti-abortion support
Anti-personnel mines
Antisemitism
Arctic drilling
Biological and chemical weapons
Cannabis
Carbon emissions intensity
Cluster munitions
Coal
Contraceptives
Controversial weapons
Deforestation - financing
Deforestation - supply chain
Depleted uranium
Discrimination controversies
Environmental controversies
EU sanctions list
Factory farming
Fast food
Firearms
For-profit health care
Fossil fuel
Fur
Gambling
Genetic engineering
Health-related controversies
Human rights controversies
Human trafficking
Interest-based products
Interest-bearing debt
Interest-bearing securities
Iran
Military contracting
Misleading communication
Music
Myanmar
Norges Bank exclusion list
Northern Ireland (Macbride)
North Korea
No SBTI commitment
Nuclear
Oil and gas
Opioid controversies
Oppressive governments
Palestinian human rights
Pharma controversies
Pork
Pornography
Predatory lending
Prison involvement
Privacy breaches
Pro-life
Russia
Single-use plastic
Stem cell research
Sudan
Sugar
Syria
Tar sands
Thermal coal
Tobacco
UK sanctions list
Undermining US elections
US OFAC sanctions list
Weapons
Total 53
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 (69, relative to other funds). Hover or click on a bubble for more info
Loading...
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
Loading...

Data status

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

...

of potential metrics used

...

unique data

...

peer-average data

about 18 hours ago

last updated

...

company filings data

...

government data

...

Ethos research

...

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
Advertising
Alcohol
Animal treatment
Anti-abortion support
Anti-personnel mines
Antisemitism
Arctic drilling
Biological and chemical weapons
Cannabis
Carbon emissions intensity
Cluster munitions
Coal
Contraceptives
Controversial weapons
Deforestation - financing
Deforestation - supply chain
Depleted uranium
Discrimination controversies
Environmental controversies
EU sanctions list
Factory farming
Fast food
Firearms
For-profit health care
Fossil fuel
Fur
Gambling
Genetic engineering
Health-related controversies
Human rights controversies
Human trafficking
Interest-based products
Interest-bearing debt
Interest-bearing securities
Iran
Military contracting
Misleading communication
Music
Myanmar
Norges Bank exclusion list
Northern Ireland (Macbride)
North Korea
No SBTI commitment
Nuclear
Oil and gas
Opioid controversies
Oppressive governments
Palestinian human rights
Pharma controversies
Pork
Pornography
Predatory lending
Prison involvement
Privacy breaches
Pro-life
Russia
Single-use plastic
Stem cell research
Sudan
Sugar
Syria
Tar sands
Thermal coal
Tobacco
UK sanctions list
Undermining US elections
US OFAC sanctions list
Weapons
Total 53
Securities held by YLDE
Holdings as of Dec 31, 2023
Holdings rated for overall impact
Security Rating
Security Rating
Security Rating
Loading...
Only includes fund holdings with ratings for selected cause (overall impact). Learn more about our ratings methodology
Advocacy data
Responsible governance
A(90.0)
Advocacy activities
A(90.0)
Proxy votes 2015-19
Not available
Proxy votes 2020
Not available
Proxy votes 2021
Not available
Proxy votes rating
Not available
Overall advocacy and engagement rating
A(90.0)

Fund impact stories

YLDE Price
$47.04
Last available end-of-day price. Full disclosure
Hypothetical historical growth of $10,000
Historical performance
Info
Name
ClearBridge Dividend Strategy ESG ETF
Symbol
YLDE
Type
ETF
ISIN
US5246823091
Fund family
ClearBridge Investments
Asset class
Equities
Category
Equity - US Large Blend
Total assets
$43.61M
Expense ratio
YLDE
0.48%
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.

By browsing this site you agree to our use of cookies. Read more.
We use cookies on this site to enhance your user experience. By continuing to browse the site, you are agreeing to our use of cookies. Give me more info.