YLDE ranks 2nd and EDGE 16th of 50 funds in the Active Option Income Category.
EDGE vs YLDE
YLDE −0.26pt a year
0.74%0.48%
YLDE 7.6×the volume
1.7K12.9K
EDGE vs YLDE Performance
+15.9%+16.1%
- EDGE 0.74%
- YLDE 0.48%, better
- EDGE $13M
- YLDE $181M
- EDGE +15.9%
- YLDE +16.1%, better
- EDGE
- YLDE 7.23%
- EDGE 2
- YLDE 50
- EDGE 1.7K sh
- YLDE 12.9K sh, better
- EDGE $51.39
- YLDE $57.43
ETF.net Grade
| Pillar | EDGE | YLDE |
|---|---|---|
| Cost | A76 | A86Higher |
| Mission | ||
| Risk | B61 | B68Higher |
| Tradability | D30 | A77Higher |
| Holdings | A84 | |
| Durability | D32 | A90Higher |
Rank among Active Option Income funds
Same Category. EDGE and YLDE are both graded against the same 50 Active Option Income funds, so their Grades compare head to head.
Our read on each fund
EDGEB
YLDEA
In short
YLDE A 2017 ClearBridge dividend portfolio that had an income engine bolted on in 2025: about 50 large-cap dividend payers, with index calls sold on top for premium. Pays monthly, charges 0.48%, no waiver, below the category median.
Stated mandate
YLDE The Fund seeks income and long-term capital appreciation through an actively managed enhanced equity-income strategy. It primarily invests in dividend-paying equities and writes U.S. exchange-traded calls on U.S. large-cap equity indices to enhance income.
Why people hold it
Worth knowing
EDGE vs YLDE Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
EDGE vs YLDE Cost
Overpaying EDGE vs YLDE
$4,702
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
EDGE 0.74%
$14,307
YLDE 0.48%
$9,605
Cost over time
Year by year
| Year | EDGE | YLDE | Overpaying |
|---|---|---|---|
| 10 | $1,319 | $865 | $454 |
| 20 | $5,015 | $3,328 | $1,687 |
| 30 | $14,307 | $9,605 | $4,702 |
- 0.74%EDGE
- 0.48%YLDE, cheaper
- Middle half of Active Option Income funds
- Median 0.95%
YLDE 8th cheapest of 50 funds
EDGE 13th cheapest of 50 funds
EDGE vs YLDE Dividends
- EDGE
- YLDE 7.23%
- EDGE None
- YLDE $4.15
- EDGE
- YLDE $0.31
- EDGE
- YLDE Oct 1, 2026
- EDGE
- YLDE Oct 6, 2026
- EDGE
- YLDE Monthly
Distribution history
EDGE vs YLDE Risk
Fall from peak · 5 years
Risk facts
- Volatility
- EDGE 11.5%YLDE 10.3%
- Return per unit of risk
- EDGE 0.96YLDE 1.24
- Worst fall
- EDGE −20.7%YLDE −20.2%
- Market sensitivity
- EDGE 0.87YLDE 0.60
EDGE and YLDE in the news
Popular comparisons
- 0.74% · 0.30%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.48% · 0.30%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.74% · 0.34%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.48% · 0.34%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.74% · 0.40%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.48% · 0.40%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
