YLDEvsCLCVETF Comparison
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ClearBridge Dividend Strategy ESG ETF (YLDE) belongs to the US High Dividend segment. Crossmark Large Cap Value ETF (CLCV) is part of the US Large Cap Value segment. YLDE's top 3 sector exposures are Finance, Technology and Business Services. In contrast, CLCV's top sector exposures are Technology, Finance and Industrials. YLDE is less expensive with a Total Expense Ratio (TER) of 0.48%, versus 0.5% for CLCV. YLDE is up 8.7% year-to-date (YTD) with +$56M in YTD flows. CLCV performs better with 17.5% YTD performance, and +$3M in YTD flows. Run a side-by-side ETF comparison of YLDE and CLCV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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YLDE vs CLCV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/09/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | YLDE CLCV | -2.00%-0.54% | +3.49%+4.57% | +8.70%+17.50% | +12.74%+23.11% | +51.98%n/a | +61.03%n/a |
| Flows | YLDE CLCV | +$3M+$313K | +$9M+$303K | +$56M+$3M | +$51M+$12M | +$122M- | +$132M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | YLDE CLCV | +9.09%+10.46% | +9.18%+11.86% | +11.04%n/a | +13.50%n/a |
| Max drawdown | YLDE CLCV | -2.60%-2.59% | -7.63%-6.95% | -11.49%n/a | -20.21%n/a |
| Max drawdown duration | YLDE CLCV | 16d41d | 129d67d | 208dn/a | 554dn/a |
Trading data
YLDE | CLCV | |
Last sale 9/10/2026 at 1:30 PM | $55.80 | $31.15 |
| Previous close 09/09/2026 | $56.08 | $31.26 |
| Consolidated volume 09/09/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 9/10/2026 at 1:30 PM
Live
Closed
YLDE | CLCV | |
|---|---|---|
| Last price | $55.80 | $31.15 |
| 1D performance | -0.49% | -0.36% |
| AuM | $170.91 M | $17.18 M |
| E/R | 0.48% | 0.5% |
Characteristics
YLDE | CLCV | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | ClearBridge | Crossmark Global Investment |
| Benchmark | - | - |
| N° of holdings | 47 | 53 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 1, 2013 | July 23, 2025 |
| ESG | Yes | No |
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Exposure
Countries
YLDE
USA
84.45%
United Kingdom
7.48%
Other
8.07%
CLCV
USA
86.35%
Other
13.65%
Sectors
YLDE
Finance
21.04%
Technology
19.9%
Business Services
9.28%
Energy
8.57%
Healthcare
7.52%
Consumer Non-Cycl.
7.05%
Other
26.64%
CLCV
Technology
26.75%
Finance
24.07%
Industrials
11.84%
Healthcare
10.19%
Telecommunication.
8.32%
Other
18.84%
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Diversification
YLDE
Total weight of top 15 holdings out of 15
43.88%
CLCV
Total weight of top 15 holdings out of 15
39.12%
Top 15 holdings
Data as of July 31, 2026
YLDE
ExxonMobil Holdings Corp.
4.36%
The Williams Cos., Inc.
4.22%
Alphabet, Inc.
3.40%
Microsoft Corp.
3.15%
NVIDIA Corp.
2.88%
Apollo Global Management, Inc.
2.79%
Otis Worldwide Corp.
2.73%
Marsh & McLennan Cos., Inc.
2.72%
Air Products & Chemicals, Inc.
2.69%
Unilever Plc
2.64%
JPMorgan Chase & Co.
2.55%
Public Storage
2.49%
Union Pacific Corp.
2.49%
American Tower Corp.
2.44%
Haleon Plc
2.33%
CLCV
Apple, Inc.
3.56%
Bank of America Corp.
3.26%
Cisco Systems, Inc.
3.19%
ExxonMobil Holdings Corp.
2.84%
CVS Health Corp.
2.73%
Popular, Inc.
2.52%
Citigroup, Inc.
2.47%
Dell Technologies, Inc.
2.46%
Gilead Sciences, Inc.
2.41%
Millicom International Cellular SA
2.36%
Verizon Communications, Inc.
2.36%
The Charles Schwab Corp.
2.27%
Parker-Hannifin Corp.
2.25%
ConocoPhillips
2.23%
McKesson Corp.
2.22%
Frequently asked questions about YLDE and CLCV
How have the YLDE and CLCV ETFs performed in 2026?
As of September 9, 2026, YLDE is up 8.7% year-to-date (YTD), while CLCV has returned 17.5%. That puts CLCV better performer ahead so far this year.
Which ETF is attracting more investor money: YLDE or CLCV?
Year-to-date, the YLDE ETF saw +$56M in flows, compared to +$3M for CLCV.
Which ETF is more volatile: YLDE or CLCV?
Over the past year, YLDE had a volatility of 9.18%, while CLCV experienced 11.86%.
Which ETF is bigger: YLDE or CLCV?
As of September 9, 2026, YLDE holds $170.91 M in assets under management (AUM), while CLCV manages $17.18 M.
What sectors do the YLDE and CLCV ETFs invest in?
YLDE leans toward sectors like Finance, Technology and Business Services. Meanwhile, CLCV focuses on Technology, Finance and Industrials.
What are the top holdings of the YLDE ETF and CLCV ETF?
YLDE top holdings include ExxonMobil Holdings Corp., The Williams Cos., Inc. and Alphabet, Inc.. CLCV holds in its top three: Apple, Inc., Bank of America Corp. and Cisco Systems, Inc..
Which ETF is more diversified: YLDE or CLCV?
YLDE holds 47 securities with 43.88% of its assets in the top 15. CLCV has 53 securities and a top 15 weight of 39.12%.
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