RECI ranks 1st and YLDE 2nd of 50 funds in the Active Option Income Category.
RECI vs YLDE
RECI −0.18pt a year
0.30%0.48%
RECI 2.2×the volume
28K12.9K
RECI vs YLDE Performance
+3.2%+2.3%
- RECI 0.30%, better
- YLDE 0.48%
- RECI $10M
- YLDE $181M
- RECI
- YLDE +16.1%
- RECI
- YLDE 7.23%
- RECI 356
- YLDE 50
- RECI 28K sh, better
- YLDE 12.9K sh
- RECI $20.49
- YLDE $57.43
ETF.net Grade
| Pillar | RECI | YLDE |
|---|---|---|
| Cost | A100Higher | A86 |
| Mission | ||
| Risk | A87Higher | B68 |
| Tradability | A73 | A77Higher |
| Holdings | B61 | A84Higher |
| Durability | C45 | A90Higher |
Rank among Active Option Income funds
Same Category. RECI 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
RECIA
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
RECI 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.
RECI vs YLDE Cost
Overpaying YLDE vs RECI
$3,456
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
RECI 0.30%
$6,149
YLDE 0.48%
$9,605
Cost over time
Year by year
| Year | RECI | YLDE | Overpaying |
|---|---|---|---|
| 10 | $545 | $865 | $320 |
| 20 | $2,113 | $3,328 | $1,215 |
| 30 | $6,149 | $9,605 | $3,456 |
- 0.30%RECI, cheaper
- 0.48%YLDE
- Middle half of Active Option Income funds
- Median 0.95%
RECI cheapest of 50 funds
YLDE 8th cheapest of 50 funds
RECI vs YLDE Dividends
- RECI
- YLDE 7.23%
- RECI
- YLDE $4.15
- RECI $0.03
- YLDE $0.31
- RECI Oct 1, 2026
- YLDE Oct 1, 2026
- RECI Oct 5, 2026
- YLDE Oct 6, 2026
- RECI Monthly
- YLDE Monthly
Distribution history
RECI vs YLDE Risk
Fall from peak · 5 years
Risk facts
- Volatility
- RECI YLDE 10.3%
- Return per unit of risk
- RECI YLDE 1.24
- Worst fall
- RECI YLDE −20.2%
- Market sensitivity
- RECI 0.00YLDE 0.60
RECI and YLDE in the news
Popular comparisons
- 0.30% · 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.
- 0.30% · 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.
- 0.30% · 0.75%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.48% · 0.75%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
