YOKE - ETF AI Analysis
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YOKE Core ETF (YOKE)
Rating:73Outperform
Price Target:―
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)
AUM208.18M
RegionGlobal
Expense Ratio0.30%
Beta0.89
IssuerYoke
Inception DateFeb 21, 2025
Dividend Yield0.74%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,637
30 Day Avg. Volume9,484
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
33.41Price Target Upside― Downside
Rating ConsensusStrong 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 is leaning into a global mix of tech, industrials, and consumer names, with a clear growth tilt. On the tech side, Nvidia and ASML are still key engines, but their rich valuations mean they’re not firing on all cylinders, while Alphabet has been more mixed and occasionally losing steam. Teradyne has been a standout riser, giving the fund an extra AI-driven boost. Outside tech, GE Aerospace and Tapestry have been strong climbers, and steady gains from Johnson & Johnson and Novartis help smooth out the ride.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class A | 4.34% | $9.04M | $3.65T | 82.66% | 85 Outperform | |
| TJX Companies | 3.93% | $8.19M | $172.60B | 37.23% | 79 Outperform | |
| Nvidia | 3.64% | $7.58M | $4.38T | 48.15% | 76 Outperform | |
| EMCOR Group | 3.58% | $7.44M | $31.61B | 82.73% | 73 Outperform | |
| GE Aerospace | 3.26% | $6.80M | $314.32B | 52.04% | 72 Outperform | |
| Johnson & Johnson | 3.15% | $6.57M | $582.04B | 48.34% | 78 Outperform | |
| Palantir Technologies | 2.97% | $6.19M | $361.02B | 75.03% | 74 Outperform | |
| Tapestry | 2.90% | $6.03M | $28.77B | 101.67% | 69 Neutral | |
| ASML Holding | 2.87% | $5.97M | $515.87B | 88.47% | 81 Outperform | |
| Novartis | 2.79% | $5.80M | $292.54B | 40.69% | 80 Outperform |
YOKE Technical Analysis
Neutral
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Price Trends
28.55
Negative
27.81
Positive
27.13
Positive
Market Momentum
-0.12
Positive
43.49
Neutral
12.12
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For YOKE, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 28.84, equal to the 50-day MA of 28.55, and equal to the 200-day MA of 27.13, indicating a neutral trend. The MACD of -0.12 indicates Positive momentum. The RSI at 43.49 is Neutral, neither overbought nor oversold. The STOCH value of 12.12 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for YOKE.
YOKE Peer Comparison
Comparison Results
Performance Comparison
YOKE
YOKE Core ETF
28.22
4.61
19.53%
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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HOLA
JPMorgan International Hedged Equity Laddered Overlay 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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