YOKE - ETF AI Analysis
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YOKE Core ETF (YOKE)
YOKE vs. SPDR S&P 500 ETF (SPY)
- AUM
- 225.11M
- Region
- Global
- Expense Ratio
- 0.31%
- Beta
- 0.87
- Issuer
- Yoke
- Inception Date
- Feb 21, 2025
- Dividend Yield
- 0.75%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
YOKE Summary
YOKE Core ETF is an actively managed fund that invests in a wide range of U.S. stocks, aiming to capture the overall stock market rather than tracking a single index. It spreads money across many sectors, including technology, industrials, financials, and health care. Well-known holdings include Apple, Alphabet (Google), Microsoft, and Nvidia. Someone might invest in YOKE for broad diversification and long-term growth potential in the stock market. However, because it is heavily invested in stocks, its value can go up and down with the market, and tech exposure can make it more volatile at times.
How much will it cost me?
YOKE Core ETF has an expense ratio of 0.31%, which means you’ll pay about $3.10 per year for every $1,000 invested. This cost is a bit higher than the average ETF because it’s actively managed, with professionals making tactical decisions rather than simply tracking an index.
What would affect this ETF?
Future performance of YOKE Core ETF will likely benefit from global economic growth, strong demand for technology and industrial companies, and solid results from major holdings like Alphabet, Nvidia, Apple, and Microsoft. On the downside, rising interest rates, a global slowdown, or tighter regulations on big tech, energy, and financial firms could hurt returns, and its active, momentum-based strategy may struggle during periods of sudden market reversals.
YOKE Top 10 Holdings
YOKE Core ETF is leaning heavily on Big Tech and industrial leaders to power returns. Nvidia, ASML, Apple, and Meta are the main engines, with their momentum in AI, chips, and consumer tech giving the fund a strong push. Alphabet is more mixed, losing a bit of steam lately, while industrial names like WW Grainger and EMCOR have been choppier and occasionally hold performance back. With a global tilt that includes European heavyweights like ASML and Rolls-Royce alongside U.S. tech giants, the fund is clearly riding the tech-and-industrials wave.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 GOOGL | Alphabet Class A | 5.00% | $11.26M | $3.90T | 19.06% | 85Outperform |
 AAPL | Apple | 3.70% | $8.32M | $5.07T | 29.12% | 79Outperform |
 NVDA | Nvidia | 3.64% | $8.19M | $5.25T | 13.81% | 76Outperform |
 JNJ | Johnson & Johnson | 3.46% | $7.80M | $646.92B | 41.21% | 78Outperform |
 MSFT | Microsoft | 3.28% | $7.39M | $3.95T | -0.04% | 79Outperform |
 GWW | WW Grainger | 3.14% | $7.08M | $63.24B | 37.25% | 73Outperform |
 EME | EMCOR Group | 3.10% | $6.97M | $29.39B | -11.72% | 73Outperform |
 ASML | ASML Holding | 2.99% | $6.73M | $624.66B | 54.30% | 81Outperform |
 RYCEY | Rolls-Royce | 2.68% | $6.04M | $136.86B | 10.81% | 63Neutral |
 XOM | Exxon Mobil | 2.95% | $6.63M | $739.77B | 55.18% | 74Outperform |
YOKE Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For YOKE, the sentiment is Negative. The current price of 31.21 is below the 20-day moving average (MA) of 31.30, below the 50-day MA of 31.28, and above the 200-day MA of 30.38, indicating a neutral trend. The MACD of 0.00 indicates Positive momentum. The RSI at 47.95 is Neutral, neither overbought nor oversold. The STOCH value of 21.30 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for YOKE.
YOKE Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| YOKE | $31.21 | $35.00(12.15% Upside) | $225.11M | 0.31% | 73Outperform |
 RGEF | $34.53 | $43.90(27.14% Upside) | $790.17M | 0.55% | 71Outperform |
 KAT | $58.92 | $67.51(14.58% Upside) | $667.85M | 0.75% | 64Neutral |
 DWLD | $44.71 | $59.00(31.97% Upside) | $571.02M | 0.62% | 62Neutral |
 RGLO | $33.17 | $40.92(23.36% Upside) | $365.68M | 0.49% | 68Neutral |
 JSTC | $22.72 | $26.92(18.48% Upside) | $298.06M | 0.89% | 60Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| YOKE | YOKE Core ETF | 31.21 | 3.90 | 14.28% | |
| RGEF | Rockefeller Global Equity ETF | 34.53 | 4.34 | 14.37% | |
| KAT | Scharf ETF | 58.92 | 5.02 | 9.32% | |
| DWLD | Davis Select Worldwide Etf | 44.71 | 0.04 | 0.08% | |
| RGLO | Global Equity Active ETF | 33.17 | 3.97 | 13.61% | |
| JSTC | Adasina Social Justice All Cap Global ETF | 22.72 | 2.57 | 12.78% |
This 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.