YLDE vs EDGH
Comparison between FRANKLIN CLEARBRIDGE ENHANCED INCOME ETF (YLDE, ETF) and 3EDGE DYNAMIC HARD ASSETS ETF (EDGH, ETF).
YLDE vs EDGH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
YLDE
$158M
EDGH
$158M
Expense Ratio
Winner
YLDE
0.48%
EDGH
1.01%
Max Drawdown
YLDE
33.23%
Winner
EDGH
10.60%
Sharpe Ratio
YLDE
1.07
Winner
EDGH
1.22
5Y Beta
YLDE
0.59
Winner
EDGH
0.11
P/E Ratio
YLDE
22.69
EDGH
N/A
Forward P/E
YLDE
18.45
EDGH
N/A
PEG Ratio
YLDE
0.63
EDGH
N/A
5Y Dividends CAGR
YLDE
55.32%
EDGH
N/A
5Y EPS CAGR
YLDE
13.73%
EDGH
N/A
P/S Ratio
YLDE
2.53
EDGH
N/A
P/B Ratio
YLDE
3.99
EDGH
N/A
YLDE vs EDGH - Holdings Comparison
YLDE and EDGH have 0 common holdings. Overlap is 0.00%
YLDE's top 25 holdings weight is 65.11%. EDGH's top 25 holdings weight is 100.00%.
| Rank | YLDE | EDGH |
|---|---|---|
| #1 | NET CURRENT ASSETS USD (n/a) - 4.53% | USCF SUMMERHAVEN DYN CMDTYSTGY NOK-1 ETF (SDCI) - 22.83% |
| #2 | WILLIAMS COMPANIES INC (WMB) - 4.17% | HARBOR COMMODITY ALL-WEATHER STRATEGYETF (HGER) - 22.64% |
| #3 | BROADCOM INC (AVGO) - 4.02% | SPROTT PHYSICAL GOLD TRUST (PHYS) - 21.62% |
| #4 | MICROSOFT CORP (MSFT) - 3.91% | SPROTT PHYSICAL GOLD AND SILVER TRUST (CEF) - 9.97% |
| #5 | EXXON MOBIL CORP (XOM) - 3.44% | ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 9.16% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.42% | INVESCO AGRICULTURE CMDTY STR NO K-1ETF (PDBA) - 9.05% |
| #7 | TEXAS INSTRUMENTS INC (TXN) - 3.26% | VANGUARD SHORT-TERM INFL-PROT SECS ETF (VTIP) - 4.33% |
| #8 | APOLLO GLOBAL MANAGEMENT INC (APO) - 2.84% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.40% |
| #9 | NESTLE SA ADR (NSRGY) - 2.65% | N/A |
| #10 | AIR PRODUCTS AND CHEMICALS INC (APD) - 2.53% | N/A |
| #11 | UNILEVER PLC ADR (UL) - 2.31% | N/A |
| #12 | MARSH (MRSH) - 2.29% | N/A |
| #13 | PUBLIC STORAGE (PSA) - 2.28% | N/A |
| #14 | UNION PACIFIC CORP (UNP) - 2.25% | N/A |
| #15 | JPMORGAN CHASE & CO (JPM) - 2.16% | N/A |
| #16 | OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 2.13% | N/A |
| #17 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.98% | N/A |
| #18 | COMCAST CORP CLASS A (CMCSA) - 1.96% | N/A |
| #19 | APPLE INC (AAPL) - 1.95% | N/A |
| #20 | CVS HEALTH CORP (CVS) - 1.89% | N/A |
| #21 | BECTON DICKINSON & CO (BDX) - 1.86% | N/A |
| #22 | LINDE PLC (LIN) - 1.85% | N/A |
| #23 | METLIFE INC (MET) - 1.81% | N/A |
| #24 | COCA-COLA CO (KO) - 1.81% | N/A |
| #25 | HALEON PLC ADR (HLN) - 1.81% | N/A |
| Total Holdings | 54 | 8 |
YLDE vs EDGH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
YLDE
+0.03%
EDGH
-5.40%
3M
Winner
YLDE
+0.23%
EDGH
-4.13%
6M
YLDE
+5.51%
Winner
EDGH
+11.85%
1Y
YLDE
+13.84%
Winner
EDGH
+27.12%
5Y(CAGR)
YLDE
+9.64%
EDGH
N/A
10Y(CAGR)
YLDE
+11.65%
EDGH
N/A
Max(CAGR)
YLDE
+11.65%
Winner
EDGH
+21.43%
YLDE vs EDGH - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | YLDE | EDGH |
|---|---|---|
| 2026 | +3.63% | +9.38% |
| 2025 | +13.21% | +27.74% |
| 2024 | +16.41% | -1.99% |
| 2023 | +15.89% | N/A |
| 2022 | -8.65% | N/A |
| 2021 | +24.16% | N/A |
| 2020 | +10.31% | N/A |
| 2019 | +30.36% | N/A |
| 2018 | -5.96% | N/A |
| 2017 | +11.34% | N/A |
YLDE vs EDGH Drawdown Comparison
The maximum drawdown for YLDE was -33.23%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for EDGH was -10.60%, occurring on Feb 2, 2026. Recovery took 28 trading sessions.
The current YLDE drawdown is -2.72%. The current EDGH drawdown is -7.26%.
| Rank | YLDE | EDGH |
|---|---|---|
| #1 | -33.23% Feb 12, 2020 - Sep 2, 2020 | -10.60% Jan 29, 2026 - Mar 11, 2026 |
| #2 | -20.21% Jan 4, 2022 - Jul 13, 2023 | -7.86% Oct 16, 2025 - Dec 22, 2025 |
| #3 | -13.64% Sep 25, 2018 - Apr 1, 2019 | -7.43% Mar 12, 2026 - May 11, 2026 |
| #4 | -11.42% Nov 29, 2024 - Jun 30, 2025 | -7.27% May 12, 2026 - Jun 5, 2026 |
| #5 | -9.28% Jan 25, 2018 - Aug 28, 2018 | -5.52% Apr 2, 2025 - Apr 17, 2025 |
| #6 | -8.93% Jul 25, 2023 - Dec 1, 2023 | -5.23% Oct 22, 2024 - Jan 30, 2025 |
| #7 | -7.59% Feb 11, 2026 - Mar 27, 2026 | -3.16% May 6, 2025 - Jun 12, 2025 |
| #8 | -6.62% Sep 2, 2020 - Nov 9, 2020 | -2.95% Feb 19, 2025 - Mar 17, 2025 |
| #9 | -5.60% Mar 28, 2024 - May 15, 2024 | -2.93% Jun 13, 2025 - Jul 22, 2025 |
| #10 | -5.21% Jul 17, 2024 - Aug 23, 2024 | -2.81% Dec 26, 2025 - Jan 6, 2026 |
| #11 | -5.01% Jul 31, 2019 - Nov 1, 2019 | -2.67% Jul 22, 2025 - Aug 28, 2025 |
| #12 | -4.57% Aug 30, 2021 - Oct 20, 2021 | -2.61% Apr 21, 2025 - May 6, 2025 |
| #13 | -4.21% May 1, 2019 - Jun 14, 2019 | -1.50% Oct 3, 2024 - Oct 11, 2024 |
| #14 | -3.94% Jan 8, 2021 - Feb 24, 2021 | -1.25% Oct 8, 2025 - Oct 13, 2025 |
| #15 | -3.88% Nov 8, 2021 - Dec 10, 2021 | -1.18% Jan 14, 2026 - Jan 20, 2026 |
Correlation
Correlation between YLDE and EDGH is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2017 - 2026)
YLDE vs EDGH dividend yield comparison.
| Year | YLDE | EDGH |
|---|---|---|
| 2026 | 2.70% | 0.00% |
| 2025 | 5.68% | 1.18% |
| 2024 | 1.69% | 3.19% |
| 2023 | 1.64% | 0.00% |
| 2022 | 1.68% | 0.00% |
| 2021 | 1.15% | 0.00% |
| 2020 | 1.46% | 0.00% |
| 2019 | 1.65% | 0.00% |
| 2018 | 2.25% | 0.00% |
| 2017 | 1.31% | 0.00% |
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