YLDE vs ESUM
Comparison between FRANKLIN CLEARBRIDGE ENHANCED INCOME ETF (YLDE, ETF) and Eventide US Market ETF (ESUM, ETF).
YLDE vs ESUM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
YLDE
$155M
ESUM
$154M
Expense Ratio
YLDE
0.48%
Winner
ESUM
0.39%
Max Drawdown
YLDE
33.23%
Winner
ESUM
8.28%
Sharpe Ratio
Winner
YLDE
1.11
ESUM
0.77
5Y Beta
Winner
YLDE
0.59
ESUM
0.97
P/E Ratio
Winner
YLDE
22.60
ESUM
30.90
Forward P/E
Winner
YLDE
18.33
ESUM
21.87
PEG Ratio
YLDE
0.63
ESUM
N/A
5Y Dividends CAGR
YLDE
55.32%
ESUM
N/A
5Y EPS CAGR
YLDE
13.55%
Winner
ESUM
25.42%
P/S Ratio
Winner
YLDE
2.54
ESUM
3.59
P/B Ratio
Winner
YLDE
3.98
ESUM
5.37
YLDE vs ESUM - Holdings Comparison
YLDE and ESUM have 16 common holdings. Overlap is 14.09%
YLDE's top 25 holdings weight is 65.61%. ESUM's top 25 holdings weight is 39.92%.
| Rank | YLDE | ESUM |
|---|---|---|
| #1 | WILLIAMS COMPANIES INC (WMB) - 4.62% | NVIDIA CORP (NVDA) - 7.96% |
| #2 | MICROSOFT CORP (MSFT) - 3.89% | BROADCOM INC (AVGO) - 3.08% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 3.81% | EXXON MOBIL CORP (XOM) - 2.19% |
| #4 | BROADCOM INC (AVGO) - 3.72% | MICRON TECHNOLOGY INC (MU) - 1.77% |
| #5 | TEXAS INSTRUMENTS INC (TXN) - 3.63% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.57% |
| #6 | EXXON MOBIL CORP (XOM) - 3.57% | ELI LILLY AND CO (LLY) - 1.48% |
| #7 | APOLLO GLOBAL MANAGEMENT INC (APO) - 2.98% | ADVANCED MICRO DEVICES INC (AMD) - 1.46% |
| #8 | NESTLE SA ADR (NSRGY) - 2.92% | CATERPILLAR INC (CAT) - 1.46% |
| #9 | AIR PRODUCTS AND CHEMICALS INC (APD) - 2.72% | UNION PACIFIC CORP (UNP) - 1.42% |
| #10 | UNILEVER PLC ADR (UL) - 2.46% | THE HOME DEPOT INC (HD) - 1.40% |
| #11 | PUBLIC STORAGE (PSA) - 2.40% | LINDE PLC (LIN) - 1.37% |
| #12 | MARSH (MRSH) - 2.38% | LOWE'S COMPANIES INC (LOW) - 1.22% |
| #13 | UNION PACIFIC CORP (UNP) - 2.37% | AMERICAN EXPRESS CO (AXP) - 1.21% |
| #14 | JPMORGAN CHASE & CO (JPM) - 2.29% | PROLOGIS INC (PLD) - 1.15% |
| #15 | OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 2.28% | DUKE ENERGY CORP (DUK) - 1.11% |
| #16 | COMCAST CORP CLASS A (CMCSA) - 2.06% | LAM RESEARCH CORP (LRCX) - 1.10% |
| #17 | HALEON PLC ADR (HLN) - 1.99% | O'REILLY AUTOMOTIVE INC (ORLY) - 1.02% |
| #18 | LINDE PLC (LIN) - 1.99% | KLA CORP (KLAC) - 1.02% |
| #19 | CVS HEALTH CORP (CVS) - 1.98% | PROGRESSIVE CORP (PGR) - 1.02% |
| #20 | APPLE INC (AAPL) - 1.97% | STRYKER CORP (SYK) - 1.00% |
| #21 | BECTON DICKINSON & CO (BDX) - 1.97% | PALO ALTO NETWORKS INC (PANW) - 0.99% |
| #22 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.94% | NASDAQ INC (NDAQ) - 0.99% |
| #23 | COCA-COLA CO (KO) - 1.93% | SOUTHERN CO (SO) - 0.98% |
| #24 | METLIFE INC (MET) - 1.89% | TRUIST FINANCIAL CORP (TFC) - 0.98% |
| #25 | T-MOBILE US INC (TMUS) - 1.85% | AMGEN INC (AMGN) - 0.97% |
| Total Holdings | 54 | 197 |
YLDE vs ESUM - Historical Returns
Returns include dividend reinvestment.
1M
YLDE
+0.11%
Winner
ESUM
+3.30%
3M
YLDE
-0.05%
Winner
ESUM
+7.63%
6M
YLDE
+5.32%
Winner
ESUM
+8.23%
1Y
YLDE
+14.92%
ESUM
N/A
5Y(CAGR)
YLDE
+9.64%
ESUM
N/A
10Y(CAGR)
YLDE
+11.75%
ESUM
N/A
Max(CAGR)
YLDE
+11.75%
Winner
ESUM
+14.33%
YLDE vs ESUM - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | YLDE | ESUM |
|---|---|---|
| 2026 | +4.30% | +8.82% |
| 2025 | +13.21% | +1.23% |
| 2024 | +16.41% | N/A |
| 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 ESUM Drawdown Comparison
The maximum drawdown for YLDE was -33.23%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for ESUM was -8.13%, occurring on Mar 30, 2026. Recovery took 55 trading sessions.
The current YLDE drawdown is -2.08%. The current ESUM drawdown is -3.07%.
| Rank | YLDE | ESUM |
|---|---|---|
| #1 | -33.23% Feb 12, 2020 - Sep 2, 2020 | -8.13% Jan 28, 2026 - Apr 17, 2026 |
| #2 | -20.21% Jan 4, 2022 - Jul 13, 2023 | -6.03% Oct 27, 2025 - Jan 12, 2026 |
| #3 | -13.64% Sep 25, 2018 - Apr 1, 2019 | -3.07% Jun 2, 2026 - Jun 5, 2026 |
| #4 | -11.42% Nov 29, 2024 - Jun 30, 2025 | -2.90% Oct 8, 2025 - Oct 24, 2025 |
| #5 | -9.28% Jan 25, 2018 - Aug 28, 2018 | -2.01% Jan 12, 2026 - Jan 26, 2026 |
| #6 | -8.93% Jul 25, 2023 - Dec 1, 2023 | -1.92% Sep 11, 2025 - Oct 2, 2025 |
| #7 | -7.59% Feb 11, 2026 - Mar 27, 2026 | -1.75% May 14, 2026 - May 22, 2026 |
| #8 | -6.62% Sep 2, 2020 - Nov 9, 2020 | -1.41% Apr 27, 2026 - May 5, 2026 |
| #9 | -5.60% Mar 28, 2024 - May 15, 2024 | -1.00% Aug 29, 2025 - Sep 4, 2025 |
| #10 | -5.21% Jul 17, 2024 - Aug 23, 2024 | -0.66% May 11, 2026 - May 14, 2026 |
| #11 | -5.01% Jul 31, 2019 - Nov 1, 2019 | -0.59% May 26, 2026 - May 29, 2026 |
| #12 | -4.57% Aug 30, 2021 - Oct 20, 2021 | -0.53% Oct 6, 2025 - Oct 8, 2025 |
| #13 | -4.21% May 1, 2019 - Jun 14, 2019 | -0.52% May 6, 2026 - May 11, 2026 |
| #14 | -3.94% Jan 8, 2021 - Feb 24, 2021 | -0.35% Apr 20, 2026 - Apr 22, 2026 |
| #15 | -3.88% Nov 8, 2021 - Dec 10, 2021 | -0.21% Apr 22, 2026 - Apr 24, 2026 |
Correlation
Correlation between YLDE and ESUM is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.64
-101
Dividend Comparison (2017 - 2026)
YLDE vs ESUM dividend yield comparison.
| Year | YLDE | ESUM |
|---|---|---|
| 2026 | 2.68% | 0.15% |
| 2025 | 5.68% | 0.48% |
| 2024 | 1.69% | 0.00% |
| 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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