Get the weekly note
ETFIQetfiq.com · independent ETF data

Data as of .

HEMI vs YLDE: which paid, and which earned it?

HEMI and YLDE both write options for income.

Hartford Equity Premium Income ETF and Franklin ClearBridge Enhanced Income ETF.

6.0%HEMI cash paid, 1 year
7.6%YLDE cash paid, 1 year
+11.2%HEMI total return, 1 year
+10.5%YLDE total return, 1 year
HEMI3.4 pts behind SPY · since launch to Sep 18, 2026
SPY+14.7%HEMI+11.2%6.0% of it arrived as cash3.4 pts behind SPYTotal return, distributions reinvestedSPY+14.7%HEMI+11.2%3.4 pts behind SPY
YLDE6 pts behind SPY · 1 year to Sep 18, 2026
SPY+16.6%YLDE+10.5%7.6% of it arrived as cash6 pts behind SPYTotal return, distributions reinvestedSPY+16.6%YLDE+10.5%6 pts behind SPY

What they hold in common

By the books each fund has filed, HEMI and YLDE hold 22% of their money in the same securities at the same weight.

Positions HEMI and YLDE both hold, largest shared weight first
HoldingHEMIYLDE
Alphabet Inc7.69%3.60%
NVIDIA Corp9.11%3.03%
Microsoft Corp5.72%2.67%
JPMorgan Chase & Co2.42%2.51%
Broadcom Inc4.02%2.25%
Apple Inc5.86%1.91%
Meta Platforms Inc2.66%1.63%
Linde PLC1.11%1.56%
RTX Corp0.96%1.00%
Exxon Mobil Corp0.87%4.05%
Texas Instruments Inc0.87%2.28%
Williams Cos Inc/The0.55%4.63%
Only in each
Only in HEMIOnly in YLDE
Amazon.com Inc 5.73%NESTLE' SA/AG 2.94%
Eli Lilly & Co 2.13%AIR PRODUCTS AND CHEMICALS INC 2.83%
Mastercard Inc 2.04%APOLLO GLOBAL MANAGEMENT INC 2.78%
Advanced Micro Devices Inc 1.89%UNILEVER PLC 2.64%
Goldman Sachs Group Inc/The 1.71%PUBLIC STORAGE 2.59%
Walmart Inc 1.70%MARSH & MCLENNAN COMPANIES INC 2.52%
KLA Corp 1.39%OTIS WORLDWIDE CORP 2.49%
Netflix Inc 1.39%UNION PACIFIC CORP 2.45%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Jun 30, 2026.

Performance, window by window

HEMI and YLDE over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
HEMIYLDEHEMIYLDEHEMIYLDE
3 months+0.8%+2.5%2.2%2.3%−1.5 pts+0.3 pts
6 months+13.6%+8.4%4.9%4.1%−4.5 pts−9.6 pts
1 yearnot published+10.5%not published7.6%not published−6.0 pts
3 yearsnot published+51.1%not published16.8%not published−27.3 pts
Since launch+11.2%+181.4%6.0%42.1%−3.4 pts−86.6 pts
Open the live comparison on ETFIQ
HEMI and YLDE on the same fields, as of Sep 18, 2026. Source: ETFIQ.
HEMI
Hartford Equity Premium Income ETF
Covered call on SPY, paying monthly
YLDE
Franklin ClearBridge Enhanced Income ETF
Covered call on SPY, paying monthly
IssuerHartfordFranklin
Strategycovered callcovered call
BenchmarkS&P 500 (SPY)S&P 500 (SPY), used as a default proxy
Paysmonthlymonthly
Payout rate, annualized9.1%7.0%
Expense ratio0.49%0.48%
Cash paid, 1 year6.0% (since launch on Dec 17, 2025)7.6%
Price change, 1 year+4.9%+2.6%
Total return, 1 year+11.2% (since launch on Dec 17, 2025)+10.5%
Benchmark return, 1 year+14.7%+16.6%
Ahead or behind−3.4 pts−6.0 pts
Return of capital, latest estimatenot publishednot published
Age275 days3405 days
Net assets$33m$170m

HEMI in plain words

Over the period since launch on Dec 17, 2025 to Sep 18, 2026, HEMI paid 6.0% of its starting value in cash distributions while its price rose 4.9%. With every distribution reinvested, the fund returned +11.2%. S&P 500 (SPY) returned +14.7% over the same days, so a holder was behind by 3.4 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 9.1%, paid monthly.

YLDE in plain words

Over the year to Sep 18, 2026, YLDE paid 7.6% of its starting value in cash distributions while its price rose 2.6%. With every distribution reinvested, the fund returned +10.5%. S&P 500 (SPY), used as a default proxy returned +16.6% over the same days, so a holder was behind by 6.0 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 7.0%, paid monthly.

Questions people ask

Which is cheaper, HEMI or YLDE?
HEMI charges 0.49% a year and YLDE charges 0.48%, so YLDE is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

HEMI against YLDE, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, HEMI against YLDE, data as of Sep 18, 2026. https://etfiq.com/compare/income/hemi-vs-ylde Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources