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$
W

Westwood Enhanced Income Opport

YLDW

NYSE ARCA
$25.790.27% (-0.07)
High
Low
Returns
1D
1W
1M
1Y
5Y
Max
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1D
1W
1M
1Y
5Y
Max

US ETF

Moderately Conservative Allocation

Multi- Asset ETF

Invests in moderately conservative allocation segment

Key Metrics

Key Metrics

Expense Ratio
Expense Ratio

The operating and administrative costs of running the fund measured as the percentage of fund assets

AUM
AUM

Current market value of the ETF scheme managed by the Asset Management Company

$39.92M
Beta
Beta

Sensitivity of the stock's price relative to the country's key indices over the last 5 years

0
Volatility (3Y)
Volatility (3Y)

The annualized standard deviation of the ETF's returns calculated over the last 3 years

0%
PE
PE

Ratio of price to the prospective earnings of the ETF's underlyings

18.75
PE Category
PE Category

Ratio of price to the prospective earnings of the holdings of ETFs from the same category

18.17

ETF Profile

Peers

Peers

Exp. Ratio
0.38%
0.38%
PE
16.06
16.06
1Y Return
7.55%
7.55%
Exp. Ratio
0.96%
0.96%
PE
20.96
20.96
1Y Return
4.49%
4.49%
Exp. Ratio
0.83%
0.83%
PE
19.90
19.90
1Y Return
9.84%
9.84%
Exp. Ratio
PE
1Y Return
79.54%
79.54%

Peers & Comparison

Peers & Comparison

Comparing 2 ETFs from
ETFModerately Conservative Allocation
ETFTotal AUMTotal AUMExp. RatioExp. Ratio1Y Return1Y Return
Westwood Enhanced Income Opport $39.92M-3.63%
Franklin Income Focus ETF$1.85B0.38%7.55%
Strategy Shares Nasdaq 7 Handl Index ETF$637.89M0.96%4.49%

Price Comparison

Price Comparison

1 Month

1 Year

5 Years

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Top Holdings

Top Holdings

  • Name
    Holdings
    Sector
  • Gilead Sciences Inc
    Sector: Healthcare
    Holdings3.79 %
    Gilead Sciences Inc
    GILD

    Holdings

    3.79 %

    Healthcare
  • Merck & Company Inc
    Sector: Healthcare
    Holdings3.29 %
    Merck & Company Inc
    MRK

    Holdings

    3.29 %

    Healthcare
  • Microsoft Corporation
    Sector: Technology
    Holdings3.15 %
    Microsoft Corporation
    MSFT

    Holdings

    3.15 %

    Technology
  • NVIDIA Corporation
    Sector: Technology
    Holdings2.94 %
    NVIDIA Corporation
    NVDA

    Holdings

    2.94 %

    Technology
  • Apple Inc.
    Sector: Technology
    Holdings2.82 %
    Apple Inc.
    AAPL

    Holdings

    2.82 %

    Technology
  • Alphabet Inc Class A
    Sector: Communication Services
    Holdings2.76 %
    Alphabet Inc Class A
    GOOGL

    Holdings

    2.76 %

    Communication Services
  • JPMorgan Chase & Co
    Sector: Financial Services
    Holdings2.71 %
    JPMorgan Chase & Co
    JPM

    Holdings

    2.71 %

    Financial Services
  • Wells Fargo & Company
    Sector: Financial Services
    Holdings2.71 %
    Wells Fargo & Company
    WFC

    Holdings

    2.71 %

    Financial Services
  • Energy Transfer LP
    Sector: Energy
    Holdings2.61 %
    Energy Transfer LP
    ET

    Holdings

    2.61 %

    Energy
  • Dell Technologies Inc
    Sector: Technology
    Holdings2.59 %
    Dell Technologies Inc
    DELL

    Holdings

    2.59 %

    Technology

Frequently asked questions

Frequently asked questions

  1. Westwood Enhanced Income Opport (YLDW) is currently trading at $25.79. You can also track daily change, historical performance, trading volume and other key ETF details on this page.

  2. Indian investors can buy Westwood Enhanced Income Opport (YLDW) by opening a US investing account through a platform that provides access to US stocks and ETFs, completing the required verification, transferring funds under the Liberalised Remittance Scheme (LRS), and placing an order in USD.

  3. Yes, Indian residents and NRIs can invest in Westwood Enhanced Income Opport (YLDW) through platforms that offer access to US-listed stocks and ETFs, subject to applicable regulations, including RBI’s Liberalised Remittance Scheme (LRS) guidelines.

  4. The expense ratio of Westwood Enhanced Income Opport (YLDW) is N/A. It represents the annual operating cost charged by the ETF provider for managing the fund and tracking its underlying index.

  5. Westwood Enhanced Income Opport (YLDW)’s top holdings currently include Gilead Sciences Inc, Merck & Company Inc, and Microsoft Corporation. The ETF’s complete holdings list, allocation and sector exposure are available in the Holdings section on this page.

  6. Many platforms offering US ETF investing allow fractional investing, enabling Indian investors to buy a portion of Westwood Enhanced Income Opport (YLDW) instead of a full share. This allows investment based on a fixed dollar amount.

  7. Gains from Westwood Enhanced Income Opport (YLDW) are generally taxed in India based on the applicable holding period and tax rules. Dividends may be subject to US withholding tax and Indian taxation rules. The final tax treatment depends on individual circumstances.

  8. Remittances under the Liberalised Remittance Scheme (LRS) for overseas investments, including US ETFs like Westwood Enhanced Income Opport (YLDW), may attract TCS above specified thresholds. Applicable rates and limits are determined by government regulations and may change over time.

  9. Westwood Enhanced Income Opport (YLDW)’s current assets under management (AUM) are $39.92M. AUM represents the total market value of assets managed by the ETF and indicates the size of the fund.

  10. Westwood Enhanced Income Opport (YLDW)’s price-to-earnings (P/E) ratio is 18.75. It represents the weighted valuation of the companies held within the ETF relative to their earnings.

  11. You can compare Westwood Enhanced Income Opport (YLDW) with Franklin Income Focus ETF (INCM), Strategy Shares Nasdaq 7 Handl Index ETF (HNDL), and Cabana Target Drawdown 7 ETF (TDSB) based on metrics such as expense ratio, AUM, P/E ratio, holdings, liquidity and historical returns in the Peers & Comparison section.

  12. Westwood Enhanced Income Opport (YLDW)’s NAV represents the per-unit value of the ETF’s underlying holdings after adjusting for expenses and liabilities. It is calculated once daily after markets close and may differ from the ETF’s live market price.

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