YOKE - ETF AI Analysis

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YOKE Core ETF (YOKE)

Rating:74Outperform

Price Target:―

YOKE Core ETF has an overall rating that suggests it is a solid, but not flawless, core holding, supported by strong companies like Alphabet, ASML, and Novartis, which all show robust financial performance, positive earnings, and strategic focus on high-growth areas such as AI and innovation. Nvidia and Johnson & Johnson further strengthen the fund with long-term growth drivers, though concerns about high valuations and some bearish technical signals in names like Nvidia, Tapestry, and Teradyne slightly weigh on the rating. The main risk factor is exposure to several growth-oriented stocks where elevated valuations and potential technical pullbacks could increase volatility.

Positive Factors

Broad Sector Diversification

The ETF spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.

Generally Strong Top Holdings

Most of the largest positions, including major technology, industrial, and healthcare names, have shown solid gains so far this year, supporting the fund’s overall performance.

Moderate Expense Ratio

The fund’s fee level is reasonable for an actively constructed core ETF, allowing investors to keep more of their returns compared with higher-cost options.

Negative Factors

Heavy U.S. Concentration

With almost all assets invested in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. market’s fortunes.

Mixed Performance Among Top Holdings

A few key positions, such as certain technology names, have shown weak performance this year, which can drag on the fund’s returns if the trend continues.

Meaningful Single-Stock Exposure

Several individual holdings each make up a noticeable share of the portfolio, which increases the impact that company-specific setbacks can have on the ETF.

YOKE vs. SPDR S&P 500 ETF (SPY)

AUM216.78M

RegionGlobal

Expense Ratio0.30%

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. Volume15,131

30 Day Avg. Volume8,249

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

32.58

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering51

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

YOKE Summary

YOKE Core ETF is an actively managed fund that invests in a broad mix of U.S. stocks across many sectors, aiming to capture the overall stock market rather than a narrow niche. It doesn’t track a fixed index, but instead shifts its holdings based on trends and company quality. Well-known names in the fund include Alphabet (Google’s parent company) and Nvidia. Someone might invest in YOKE for diversified stock market growth in a single, easy-to-own fund. A key risk is that it still moves with the stock market, so its value can rise and fall significantly over time.

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 into global growth stories, with tech and consumer names setting the tone. Alphabet and ASML are doing the heavy lifting, riding strong momentum in AI and chip equipment and giving the fund a solid tailwind. On the flip side, Palantir has been losing steam lately, acting as a noticeable drag, while Nvidia’s recent softness has turned it from star to question mark in the short term. Industrial players like EMCOR and GE Aerospace add a steadier, U.S.-tilted backbone, balancing out this tech-centric, globally diversified mix.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
GOOGL	Alphabet Class A	4.18%	$9.08M	$3.67T	75.32%	85 Outperform
EME	EMCOR Group	3.90%	$8.48M	$35.05B	101.01%	73 Outperform
TJX	TJX Companies	3.81%	$8.28M	$174.60B	30.65%	79 Outperform
NVDA	Nvidia	3.61%	$7.83M	$4.57T	41.20%	76 Outperform
GE	GE Aerospace	3.44%	$7.47M	$345.67B	71.76%	72 Outperform
JNJ	Johnson & Johnson	3.11%	$6.74M	$590.40B	49.41%	78 Outperform
ASML	ASML Holding	2.99%	$6.48M	$559.08B	99.34%	81 Outperform
TPR	Tapestry	2.99%	$6.48M	$31.38B	85.71%	69 Neutral
TER	Teradyne	2.96%	$6.43M	$49.30B	180.26%	71 Outperform
NVS	Novartis	2.86%	$6.21M	$312.45B	48.76%	80 Outperform

YOKE Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

28.08

Positive

100DMA

27.56

Positive

200DMA

26.80

Positive

Market Momentum

MACD

0.29

Negative

RSI

63.95

Neutral

STOCH

93.48

Negative

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 28.71, equal to the 50-day MA of 28.08, and equal to the 200-day MA of 26.80, indicating a bullish trend. The MACD of 0.29 indicates Negative momentum. The RSI at 63.95 is Neutral, neither overbought nor oversold. The STOCH value of 93.48 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for YOKE.

YOKE Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
YOKE	―	―	$216.78M	0.30%	―
RGEF	―	―	$773.24M	0.55%	―
KAT	―	―	$724.69M	0.75%	―
DWLD	―	―	$540.52M	0.63%	―
HOLA	―	―	$279.49M	0.30%	―
JSTC	―	―	$269.11M	0.89%	―

Performance Comparison

YOKE

YOKE Core ETF

29.30

4.59

18.58%

RGEF

Rockefeller Global Equity ETF

―

KAT

Scharf ETF

―

DWLD

Davis Select Worldwide Etf

―

HOLA

JPMorgan International Hedged Equity Laddered Overlay ETF

―

JSTC

Adasina Social Justice All Cap Global ETF

―

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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