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YOKE - ETF AI Analysis
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YOKE Core ETF (YOKE)
Rating:74Outperform
Price Target:
$31.00
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Nvidia and Alphabet, have delivered strong year-to-date gains, supporting overall performance.
Sector Diversification
The ETF is spread across ten sectors, reducing the risk of being overly dependent on one industry.
Reasonable Expense Ratio
The fund's expense ratio of 0.3% is relatively low, making it cost-effective for investors.
Negative Factors
High U.S. Concentration
With nearly 100% exposure to U.S. companies, the ETF lacks geographic diversification and is sensitive to domestic market conditions.
Recent Performance Volatility
The ETF's one-month performance has declined, indicating short-term volatility that investors should monitor.
Overweight in Cyclical Sectors
Heavy exposure to Industrials and Consumer Cyclical sectors could make the fund vulnerable during economic downturns.
YOKE vs. SPDR S&P 500 ETF (SPY)
AUM198.71M
RegionGlobal
Expense Ratio0.30%
Beta0.88
IssuerYoke
Inception DateFeb 21, 2025
Dividend Yield0.58%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,354
30 Day Avg. Volume9,451
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
30.93Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering107
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
YOKE Summary
The YOKE Core ETF is an actively managed fund that gives investors exposure to the entire U.S. stock market, focusing on momentum, quality, and risk sentiment to adapt to changing market conditions. It includes companies from various sectors like technology, healthcare, and consumer goods, with top holdings such as Nvidia and Alphabet (Google). This ETF could be a good choice for someone looking to diversify their investments across a broad range of industries while aiming for growth. However, new investors should note that its performance can fluctuate with the overall market, which means it may lose value during downturns.
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
The YOKE Core ETF leans heavily into technology, consumer cyclical, and industrial sectors, with standout performers like Nvidia and Alphabet driving gains thanks to their leadership in AI and cloud services. Palantir has been a star player, riding a wave of enthusiasm for its AI-focused solutions, while EMCOR Group’s steady growth in infrastructure has also bolstered the fund. However, Meta Platforms and AutoZone have been lagging, with regulatory hurdles and financial challenges weighing on their momentum. With its global exposure and a tech-heavy tilt, YOKE offers a dynamic but concentrated play on innovation and growth.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class A | 3.46% | $6.88M | $3.37T | 56.34% | 80 Outperform | |
| Nvidia | 3.24% | $6.45M | $4.57T | 27.45% | 85 Outperform | |
| Palantir Technologies | 2.99% | $5.94M | $424.09B | 204.73% | 74 Outperform | |
| EMCOR Group | 2.83% | $5.63M | $29.07B | 26.29% | 74 Outperform | |
| GE Aerospace | 2.75% | $5.47M | $324.11B | 66.26% | 77 Outperform | |
| Meta Platforms | 2.56% | $5.10M | $1.57T | 5.49% | 71 Outperform | |
| Microsoft | 2.21% | $4.39M | $3.69T | 17.58% | 82 Outperform | |
| Johnson & Johnson | 2.11% | $4.19M | $449.50B | 20.00% | 78 Outperform | |
| Mastercard | 2.07% | $4.11M | $495.67B | 5.18% | 69 Neutral | |
| NRG Energy | 2.05% | $4.07M | $33.06B | 79.42% | 63 Neutral |
YOKE Technical Analysis
Negative
―
Price Trends
27.25
Negative
26.76
Positive
Market Momentum
-0.08
Positive
41.32
Neutral
13.48
Positive
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 undefined is equal to the 20-day moving average (MA) of 27.18, equal to the 50-day MA of 27.25, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.08 indicates Positive momentum. The RSI at 41.32 is Neutral, neither overbought nor oversold. The STOCH value of 13.48 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for YOKE.
YOKE Peer Comparison
Comparison Results
Performance Comparison
YOKE
YOKE Core ETF
26.80
2.05
8.28%
RGEF
Rockefeller Global Equity ETF
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―
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KAT
Scharf ETF
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DWLD
Davis Select Worldwide Etf
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FMAG
Fidelity Magellan ETF
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NANC
Unusual Whales Subversive Democratic Trading 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.
Disclaimer
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.Date of analysis: ―
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