YLDEFranklin ClearBridge Enhanced Income ETF
Seeks to provide income and long-term capital appreciation.
By Franklin Templeton Investments · Launched 2017
Annual Cost
0.48%
#2,496 of 6,040 · average
Fund Size
$176M
#2,574 of 6,040 · mid-size
Return (1Y)
+11.1%
Track Record
9 years
#1,545 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,087+10.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 31.8% of funddiversified
Williams Companies Inc. (The)
4.7%
Exxon Mobil Corp.
3.8%
Microsoft Corp.
3.7%
Texas Instruments Inc.
3.0%
Alphabet Inc.
3.0%
Nestle SA
2.9%
Air Products & Chemicals, Inc.
2.9%
Broadcom Inc
2.9%
Apollo Global Management Inc
2.7%
Comcast Corporation
2.3%
Asset allocation
Stocks
98.7%
Cash
1.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
9.5%Low
Year-on-year price swings
Max drawdown
-33.2%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.94Decent risk-adjusted returns
Sortino (3Y)
1.34Good downside protection
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks to provide income and long-term capital appreciation.
- Strategy
- Pursues an enhanced equity income strategy by investing primarily in dividend-paying equity securities and writing U.S. exchange-traded call options on large-cap indices. Focuses on generating income while aiming for capital appreciation through equity investments.
- Inception date
- May 22, 2017
- Fund family
- Franklin Templeton Investments
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Data updated on 2026-09-18