YLDE vs IMVP
Comparison between FRANKLIN CLEARBRIDGE ENHANCED INCOME ETF (YLDE, ETF) and Invesco India ETF (IMVP, ETF).
5-Year PerformanceYLDE has outperformed IMVP, delivering a return of +9.6% compared to +2.4%
YLDE vs IMVP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
YLDE
$155M
Winner
IMVP
$155M
Expense Ratio
Winner
YLDE
0.48%
IMVP
0.78%
Max Drawdown
Winner
YLDE
33.23%
IMVP
64.71%
Sharpe Ratio
Winner
YLDE
1.11
IMVP
-1.26
5Y Beta
YLDE
0.59
Winner
IMVP
0.48
P/E Ratio
YLDE
22.60
IMVP
N/A
Forward P/E
YLDE
18.33
IMVP
N/A
PEG Ratio
YLDE
0.63
IMVP
N/A
5Y Dividends CAGR
Winner
YLDE
55.32%
IMVP
-11.50%
5Y EPS CAGR
YLDE
13.55%
IMVP
N/A
P/S Ratio
YLDE
2.54
IMVP
N/A
P/B Ratio
YLDE
3.98
IMVP
N/A
YLDE vs IMVP - Holdings Comparison
YLDE and IMVP have 1 common holdings. Overlap is -0.41%
YLDE's top 25 holdings weight is 65.61%. IMVP's top 25 holdings weight is 56.86%.
| Rank | YLDE | IMVP |
|---|---|---|
| #1 | WILLIAMS COMPANIES INC (WMB) - 4.62% | HDFC BANK LTD (n/a) - 7.29% |
| #2 | MICROSOFT CORP (MSFT) - 3.89% | RELIANCE INDUSTRIES LTD (n/a) - 6.82% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 3.81% | ICICI BANK LTD (n/a) - 5.17% |
| #4 | BROADCOM INC (AVGO) - 3.72% | BHARTI AIRTEL LTD (n/a) - 3.90% |
| #5 | TEXAS INSTRUMENTS INC (TXN) - 3.63% | INFOSYS LTD (n/a) - 3.38% |
| #6 | EXXON MOBIL CORP (XOM) - 3.57% | INDIAN RUPEE (n/a) - 3.35% |
| #7 | APOLLO GLOBAL MANAGEMENT INC (APO) - 2.98% | MAHINDRA & MAHINDRA LTD (n/a) - 2.23% |
| #8 | NESTLE SA ADR (NSRGY) - 2.92% | AXIS BANK LTD (n/a) - 2.21% |
| #9 | AIR PRODUCTS AND CHEMICALS INC (APD) - 2.72% | LARSEN & TOUBRO LTD (n/a) - 2.07% |
| #10 | UNILEVER PLC ADR (UL) - 2.46% | BAJAJ FINANCE LTD (n/a) - 2.04% |
| #11 | PUBLIC STORAGE (PSA) - 2.40% | TATA CONSULTANCY SERVICES LTD (n/a) - 1.94% |
| #12 | MARSH (MRSH) - 2.38% | KOTAK MAHINDRA BANK LTD (n/a) - 1.62% |
| #13 | UNION PACIFIC CORP (UNP) - 2.37% | HINDUSTAN UNILEVER LTD (n/a) - 1.44% |
| #14 | JPMORGAN CHASE & CO (JPM) - 2.29% | MARUTI SUZUKI INDIA LTD (n/a) - 1.38% |
| #15 | OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 2.28% | SUN PHARMACEUTICALS INDUSTRIES LTD (n/a) - 1.29% |
| #16 | COMCAST CORP CLASS A (CMCSA) - 2.06% | NTPC LTD (n/a) - 1.24% |
| #17 | HALEON PLC ADR (HLN) - 1.99% | TATA STEEL LTD (n/a) - 1.21% |
| #18 | LINDE PLC (LIN) - 1.99% | BHARAT ELECTRONICS LTD (n/a) - 1.11% |
| #19 | CVS HEALTH CORP (CVS) - 1.98% | TITAN CO LTD (n/a) - 1.09% |
| #20 | APPLE INC (AAPL) - 1.97% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 1.09% |
| #21 | BECTON DICKINSON & CO (BDX) - 1.97% | ULTRATECH CEMENT LTD (n/a) - 1.08% |
| #22 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.94% | HCL TECHNOLOGIES LTD (n/a) - 1.07% |
| #23 | COCA-COLA CO (KO) - 1.93% | HINDALCO INDUSTRIES LTD (n/a) - 0.96% |
| #24 | METLIFE INC (MET) - 1.89% | POWER GRID CORP OF INDIA LTD (n/a) - 0.95% |
| #25 | T-MOBILE US INC (TMUS) - 1.85% | SHRIRAM FINANCE LTD (n/a) - 0.93% |
| Total Holdings | 54 | 222 |
YLDE vs IMVP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
YLDE
+0.11%
IMVP
-4.15%
3M
Winner
YLDE
-0.05%
IMVP
-9.07%
6M
Winner
YLDE
+5.32%
IMVP
-15.72%
1Y
Winner
YLDE
+14.92%
IMVP
-17.00%
5Y(CAGR)
Winner
YLDE
+9.64%
IMVP
+2.44%
10Y(CAGR)
Winner
YLDE
+11.75%
IMVP
+8.02%
Max(CAGR)
Winner
YLDE
+11.75%
IMVP
+3.11%
YLDE vs IMVP - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | YLDE | IMVP |
|---|---|---|
| 2026 | +4.30% | -16.85% |
| 2025 | +13.21% | -0.14% |
| 2024 | +16.41% | +9.49% |
| 2023 | +15.89% | +22.41% |
| 2022 | -8.65% | -10.66% |
| 2021 | +24.16% | +22.40% |
| 2020 | +10.31% | +17.01% |
| 2019 | +30.36% | +13.20% |
| 2018 | -5.96% | -7.75% |
| 2017 | +11.34% | +37.23% |
| 2016 | N/A | +1.93% |
| 2015 | N/A | -8.17% |
| 2014 | N/A | +25.85% |
| 2013 | N/A | -6.04% |
| 2012 | N/A | +8.90% |
| 2011 | N/A | -36.55% |
| 2010 | N/A | +13.01% |
| 2009 | N/A | +70.46% |
| 2008 | N/A | -51.35% |
YLDE vs IMVP Drawdown Comparison
The maximum drawdown for YLDE was -33.23%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for IMVP was -64.55%, occurring on Nov 20, 2008. Recovery took 2362 trading sessions.
The current YLDE drawdown is -2.08%. The current IMVP drawdown is -23.57%.
| Rank | YLDE | IMVP |
|---|---|---|
| #1 | -33.23% Feb 12, 2020 - Sep 2, 2020 | -64.55% May 2, 2008 - Sep 19, 2017 |
| #2 | -20.21% Jan 4, 2022 - Jul 13, 2023 | -39.62% Jan 17, 2020 - Oct 6, 2020 |
| #3 | -13.64% Sep 25, 2018 - Apr 1, 2019 | -25.78% Sep 26, 2024 - Mar 30, 2026 |
| #4 | -11.42% Nov 29, 2024 - Jun 30, 2025 | -22.98% Jan 26, 2018 - Jan 17, 2020 |
| #5 | -9.28% Jan 25, 2018 - Aug 28, 2018 | -19.96% Jan 12, 2022 - Dec 1, 2023 |
| #6 | -8.93% Jul 25, 2023 - Dec 1, 2023 | -12.85% Mar 11, 2008 - Apr 18, 2008 |
| #7 | -7.59% Feb 11, 2026 - Mar 27, 2026 | -9.38% Mar 11, 2021 - May 26, 2021 |
| #8 | -6.62% Sep 2, 2020 - Nov 9, 2020 | -8.76% Mar 5, 2008 - Mar 11, 2008 |
| #9 | -5.60% Mar 28, 2024 - May 15, 2024 | -8.64% Oct 18, 2021 - Jan 11, 2022 |
| #10 | -5.21% Jul 17, 2024 - Aug 23, 2024 | -7.26% Jan 20, 2021 - Feb 8, 2021 |
| #11 | -5.01% Jul 31, 2019 - Nov 1, 2019 | -6.65% Sep 19, 2017 - Oct 16, 2017 |
| #12 | -4.57% Aug 30, 2021 - Oct 20, 2021 | -6.19% Jun 3, 2024 - Jun 12, 2024 |
| #13 | -4.21% May 1, 2019 - Jun 14, 2019 | -5.84% Nov 2, 2017 - Dec 20, 2017 |
| #14 | -3.94% Jan 8, 2021 - Feb 24, 2021 | -4.77% Jul 31, 2024 - Sep 12, 2024 |
| #15 | -3.88% Nov 8, 2021 - Dec 10, 2021 | -4.63% Oct 9, 2020 - Nov 6, 2020 |
Correlation
Correlation between YLDE and IMVP is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2008 - 2026)
YLDE vs IMVP dividend yield comparison.
| Year | YLDE | IMVP |
|---|---|---|
| 2026 | 2.68% | 0.00% |
| 2025 | 5.68% | 7.39% |
| 2024 | 1.69% | 8.48% |
| 2023 | 1.64% | 2.08% |
| 2022 | 1.68% | 14.07% |
| 2021 | 1.15% | 6.95% |
| 2020 | 1.46% | 0.72% |
| 2019 | 1.65% | 36.35% |
| 2018 | 2.25% | 0.96% |
| 2017 | 1.31% | 1.01% |
| 2016 | 0.00% | 1.18% |
| 2015 | 0.00% | 0.61% |
| 2014 | 0.00% | 0.99% |
| 2013 | 0.00% | 0.48% |
| 2012 | 0.00% | 1.17% |
| 2010 | 0.00% | 0.92% |
| 2009 | 0.00% | 0.60% |
| 2008 | 0.00% | 0.89% |
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