YOKE - ETF AI Analysis
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YOKE Core ETF (YOKE)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, suggesting its strategy has recently worked well for investors.
Top Holdings with Solid Momentum
Many of the largest positions, including major technology and industrial names, have shown strong or steady performance, helping drive the fund’s returns.
Broad Sector Diversification
Holdings spread across industries like industrials, technology, consumer cyclical, financials, and health care help reduce the impact if any one sector struggles.
Negative Factors
Recent Short-Term Pullback
The ETF has slipped over the past month, showing that its price can be sensitive to short-term market swings.
Heavy U.S. Market Focus
With almost all assets in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. economy.
Meaningful Exposure to Cyclical Sectors
Significant weights in areas like consumer cyclical and industrials mean the fund could be more affected by economic slowdowns.
YOKE vs. SPDR S&P 500 ETF (SPY)
AUM237.98M
RegionGlobal
Expense Ratio0.31%
Beta0.87
IssuerYoke
Inception DateFeb 21, 2025
Dividend Yield0.72%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,817
30 Day Avg. Volume6,567
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
37.94Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering52
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
YOKE Summary
YOKE Core ETF is an actively managed fund that aims to tap into the overall stock market, mainly in the U.S., using a flexible strategy focused on momentum, quality, and market sentiment instead of tracking a fixed index. It spreads investments across many sectors, including technology, industrials, consumer companies, and health care. Well-known holdings include Alphabet (Google’s parent company) and Nvidia. Someone might invest in YOKE for broad diversification and long-term growth potential in stocks. A key risk is that, like most stock funds, its value can rise or fall significantly with market ups and downs.
How much will it cost me?The YOKE Core ETF has an expense ratio of 0.3%, which means you’ll pay $3 per year for every $1,000 invested. This is higher than average because it’s actively managed, meaning the fund managers use a dynamic strategy to adjust the portfolio based on market conditions.
What would affect this ETF?The YOKE Core ETF's global exposure and focus on sectors like technology, consumer cyclical, and industrials could benefit from innovation, economic growth, and increased consumer spending. However, it may face challenges from rising interest rates, regulatory changes, or economic slowdowns that could negatively impact its top holdings and broader market performance.
YOKE Top 10 Holdings
YOKE Core ETF leans heavily on a mix of industrial and tech powerhouses, with names like ASML and Nvidia doing much of the heavy lifting as their momentum in chips and AI keeps the fund’s growth engine humming. Industrial leaders such as EMCOR and WW Grainger have been generally rising, though EMCOR’s recent wobble shows not every gear is spinning smoothly. Alphabet has been lagging lately, acting as a mild brake on returns. With a global spread that includes Rolls-Royce and Novartis, the fund isn’t just a U.S. story, but a worldwide equity tour.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class A | 4.60% | $10.90M | $4.33T | 77.87% | 85 Outperform | |
| Nvidia | 4.14% | $9.82M | $5.42T | 19.49% | 76 Outperform | |
| EMCOR Group | 4.10% | $9.71M | $36.03B | 31.66% | 73 Outperform | |
| Rolls-Royce | 3.64% | $8.62M | $172.19B | 43.52% | 63 Neutral | |
| ASML Holding | 3.56% | $8.44M | $661.10B | 140.32% | 81 Outperform | |
| TJX Companies | 3.36% | $7.96M | $178.26B | 19.95% | 79 Outperform | |
| Johnson & Johnson | 3.13% | $7.43M | $624.74B | 50.62% | 78 Outperform | |
| WW Grainger | 3.12% | $7.40M | $60.17B | 38.06% | 73 Outperform | |
| eBay | 2.91% | $6.90M | $49.83B | 13.02% | 70 Outperform | |
| Novartis | 2.72% | $6.44M | $284.73B | 32.26% | 80 Outperform |
YOKE Technical Analysis
Positive
―
Price Trends
31.91
Positive
30.93
Positive
29.33
Positive
Market Momentum
0.16
Negative
59.29
Neutral
72.05
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For YOKE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 31.87, equal to the 50-day MA of 31.91, and equal to the 200-day MA of 29.33, indicating a bullish trend. The MACD of 0.16 indicates Negative momentum. The RSI at 59.29 is Neutral, neither overbought nor oversold. The STOCH value of 72.05 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for YOKE.
YOKE Peer Comparison
Comparison Results
Performance Comparison
YOKE
YOKE Core ETF
32.44
5.81
21.82%
RGEF
Rockefeller Global Equity ETF
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KAT
Scharf ETF
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DWLD
Davis Select Worldwide Etf
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RGLO
Global Equity Active ETF
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JSTC
Adasina Social Justice All Cap Global ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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