YLDEvsESNETF Comparison
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ClearBridge Dividend Strategy ESG ETF (YLDE) belongs to the US High Dividend segment. Essential 40 Stock ETF (ESN) is part of the US Multi-Factor segment. YLDE's top 3 sector exposures are Finance, Technology and Business Services. In contrast, ESN's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. YLDE is less expensive with a Total Expense Ratio (TER) of 0.48%, versus 0.95% for ESN. YLDE is up 8.7% year-to-date (YTD) with +$56M in YTD flows. ESN performs better with 20.25% YTD performance, and +$107M in YTD flows. Run a side-by-side ETF comparison of YLDE and ESN 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 ESN 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 ESN | -2.00%-0.19% | +3.49%+5.86% | +8.70%+20.25% | +12.74%+25.05% | +51.98%n/a | +61.03%n/a |
| Flows | YLDE ESN | +$3M+$12M | +$9M+$51M | +$56M+$107M | +$51M+$145M | +$122M- | +$132M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | YLDE ESN | +9.09%+8.98% | +9.18%+9.75% | +11.04%n/a | +13.50%n/a |
| Max drawdown | YLDE ESN | -2.60%-2.01% | -7.63%-6.42% | -11.49%n/a | -20.21%n/a |
| Max drawdown duration | YLDE ESN | 16d14d | 129d46d | 208dn/a | 554dn/a |
Trading data
YLDE | ESN | |
Last sale 9/10/2026 at 1:30 PM | $55.80 | $20.46 |
| Previous close 09/09/2026 | $56.08 | $20.63 |
| 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 | ESN | |
|---|---|---|
| Last price | $55.80 | $20.46 |
| 1D performance | -0.49% | -0.84% |
| AuM | $170.91 M | $345.89 M |
| E/R | 0.48% | 0.95% |
Characteristics
YLDE | ESN | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | ClearBridge | KKM Financial |
| Benchmark | - | - |
| N° of holdings | 47 | 41 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 1, 2013 | October 21, 2024 |
| ESG | Yes | No |
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Exposure
Countries
YLDE
USA
84.45%
United Kingdom
7.48%
Other
8.07%
ESN
USA
94.88%
Other
5.12%
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%
ESN
Technology
21.27%
Finance
11.9%
Consumer Non-Cycl.
9.96%
Healthcare
9.92%
Industrials
9.85%
Energy
9.26%
Other
27.84%
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Diversification
YLDE
Total weight of top 15 holdings out of 15
43.88%
ESN
Total weight of top 15 holdings out of 15
44.62%
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%
ESN
Intel Corp.
5.03%
Palo Alto Networks, Inc.
3.91%
Marathon Petroleum Corp.
3.88%
CVS Health Corp.
2.93%
Delta Air Lines, Inc.
2.81%
ExxonMobil Holdings Corp.
2.74%
Johnson & Johnson
2.69%
Apple, Inc.
2.67%
UnitedHealth Group, Inc.
2.67%
Enterprise Products Partners LP
2.65%
Verizon Communications, Inc.
2.60%
Chubb Ltd.
2.56%
Sysco Corp.
2.54%
Amazon.com, Inc.
2.49%
Nutrien Ltd.
2.47%
Frequently asked questions about YLDE and ESN
How have the YLDE and ESN ETFs performed in 2026?
As of September 9, 2026, YLDE is up 8.7% year-to-date (YTD), while ESN has returned 20.25%. That puts ESN better performer ahead so far this year.
Which ETF is attracting more investor money: YLDE or ESN?
Year-to-date, the YLDE ETF saw +$56M in flows, compared to +$107M for ESN.
Which ETF is more volatile: YLDE or ESN?
Over the past year, YLDE had a volatility of 9.18%, while ESN experienced 9.75%.
Which ETF is bigger: YLDE or ESN?
As of September 9, 2026, YLDE holds $170.91 M in assets under management (AUM), while ESN manages $345.89 M.
What sectors do the YLDE and ESN ETFs invest in?
YLDE leans toward sectors like Finance, Technology and Business Services. Meanwhile, ESN focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the YLDE ETF and ESN ETF?
YLDE top holdings include ExxonMobil Holdings Corp., The Williams Cos., Inc. and Alphabet, Inc.. ESN holds in its top three: Intel Corp., Palo Alto Networks, Inc. and Marathon Petroleum Corp..
Which ETF is more diversified: YLDE or ESN?
YLDE holds 47 securities with 43.88% of its assets in the top 15. ESN has 41 securities and a top 15 weight of 44.62%.
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