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 Energy. In contrast, ESN's top sector exposures are Technology, Finance and Non-Energy Materials. YLDE is less expensive with a Total Expense Ratio (TER) of 0.48%, versus 0.95% for ESN. YLDE is up 11.88% year-to-date (YTD) with +$62M in YTD flows. ESN performs better with 21.59% YTD performance, and +$120M 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 10/23/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | YLDE ESN | +4.28%+1.31% | +4.24%+5.41% | +11.88%+21.59% | +13.99%+21.98% | +64.35%n/a | +61.45%n/a |
| Flows | YLDE ESN | +$3M+$13M | +$11M+$44M | +$62M+$120M | +$59M+$134M | +$128M- | +$136M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | YLDE ESN | +8.64%+8.08% | +9.17%+9.63% | +10.92%n/a | +13.42%n/a |
| Max drawdown | YLDE ESN | -5.43%-2.65% | -7.63%-6.42% | -11.49%n/a | -20.21%n/a |
| Max drawdown duration | YLDE ESN | 58d67d | 129d46d | 208dn/a | 554dn/a |
Trading data
YLDE | ESN | |
Last sale 10/23/2026 at 1:30 PM | $57.37 | $20.85 |
| Previous close 10/22/2026 | $57.71 | $20.93 |
| Consolidated volume 10/22/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/23/2026 at 1:30 PM
Live
Closed
YLDE | ESN | |
|---|---|---|
| Last price | $57.37 | $20.85 |
| 1D performance | -0.59% | -0.38% |
| AuM | $180.66 M | $363.30 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
84.9%
United Kingdom
7.52%
Other
7.58%
ESN
USA
94.84%
Other
5.16%
Sectors
YLDE
Finance
20.72%
Technology
20.14%
Energy
10.19%
Business Services
9.32%
Healthcare
7.84%
Other
31.79%
ESN
Technology
21.7%
Finance
11.71%
Non-Energy Materi.
10.08%
Healthcare
9.89%
Energy
9.84%
Consumer Non-Cycl.
9.29%
Other
27.49%
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Diversification
YLDE
Total weight of top 15 holdings out of 15
44.79%
ESN
Total weight of top 15 holdings out of 15
44.85%
Top 15 holdings
Data as of August 31, 2026
YLDE
ExxonMobil Holdings Corp.
4.49%
The Williams Cos., Inc.
4.40%
Microsoft Corp.
3.42%
Alphabet, Inc.
3.22%
NVIDIA Corp.
3.15%
Apollo Global Management, Inc.
3.02%
Air Products & Chemicals, Inc.
2.81%
Marsh & McLennan Cos., Inc.
2.71%
Otis Worldwide Corp.
2.69%
Unilever Plc
2.68%
Union Pacific Corp.
2.55%
Automatic Data Processing, Inc.
2.46%
Becton, Dickinson & Co.
2.43%
American Tower Corp.
2.38%
Haleon Plc
2.36%
ESN
Intel Corp.
4.84%
Marathon Petroleum Corp.
4.46%
Palo Alto Networks, Inc.
4.38%
Freeport-McMoRan, Inc.
2.81%
ExxonMobil Holdings Corp.
2.76%
Johnson & Johnson
2.71%
Verizon Communications, Inc.
2.70%
Apple, Inc.
2.66%
Nutrien Ltd.
2.63%
Enterprise Products Partners LP
2.62%
CVS Health Corp.
2.56%
UnitedHealth Group, Inc.
2.44%
Delta Air Lines, Inc.
2.43%
Newmont Corp.
2.43%
Pfizer Inc.
2.42%
Frequently asked questions about YLDE and ESN
How have the YLDE and ESN ETFs performed in 2026?
As of October 23, 2026, YLDE is up 11.88% year-to-date (YTD), while ESN has returned 21.59%. 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 +$62M in flows, compared to +$120M for ESN.
Which ETF is more volatile: YLDE or ESN?
Over the past year, YLDE had a volatility of 9.17%, while ESN experienced 9.63%.
Which ETF is bigger: YLDE or ESN?
As of October 23, 2026, YLDE holds $180.66 M in assets under management (AUM), while ESN manages $363.30 M.
What sectors do the YLDE and ESN ETFs invest in?
YLDE leans toward sectors like Finance, Technology and Energy. Meanwhile, ESN focuses on Technology, Finance and Non-Energy Materials.
What are the top holdings of the YLDE ETF and ESN ETF?
YLDE top holdings include ExxonMobil Holdings Corp., The Williams Cos., Inc. and Microsoft Corp.. ESN holds in its top three: Intel Corp., Marathon Petroleum Corp. and Palo Alto Networks, Inc..
Which ETF is more diversified: YLDE or ESN?
YLDE holds 47 securities with 44.79% of its assets in the top 15. ESN has 41 securities and a top 15 weight of 44.85%.
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