YOKE - ETF AI Analysis
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YOKE Core ETF (YOKE)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the year and in recent months, indicating positive momentum.
Leading Growth Companies in Top Holdings
Several of the largest positions, including major technology and industrial names, have delivered strong results that support the fund’s overall performance.
Broad Sector Diversification
Holdings spread across technology, industrials, consumer, financial, health care, energy, and other sectors help reduce the impact of weakness in any single industry.
Negative Factors
High U.S. Market Concentration
With almost all assets invested in U.S. companies, the fund offers little protection if the U.S. market struggles compared with other regions.
Meaningful Exposure to a Weak Top Holding
One of the larger positions has shown weak performance this year, which can drag on overall returns if the stock continues to lag.
Moderate Expense Ratio
The fund’s fees are not especially low, which slightly reduces the net return investors keep over time.
YOKE vs. SPDR S&P 500 ETF (SPY)
AUM231.94M
RegionGlobal
Expense Ratio0.30%
Beta0.88
IssuerYoke
Inception DateFeb 21, 2025
Dividend Yield0.82%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,380
30 Day Avg. Volume8,008
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
34.70Price 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 across the total U.S. stock market, aiming for long-term growth by shifting its mix based on trends, company quality, and overall market mood. It holds many types of businesses, with a tilt toward technology and industrials, and includes well-known names like Alphabet (Google) and Nvidia. Someone might consider YOKE for broad diversification in one fund, with the potential to benefit from professional, flexible stock picking. However, because it is heavily invested in stocks, its value can rise and fall significantly with the overall stock market.
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 global growth stories, with a clear tilt toward tech and industrial leaders. Nvidia, ASML, and especially Teradyne are doing the heavy lifting, riding strong momentum in AI and semiconductors. Alphabet and Meta add more Big Tech fuel, keeping returns rising even as their rich valuations spark some debate. On the industrial side, EMCOR is another bright spot, while GE Aerospace is losing altitude and modestly weighing on results. Health care names like Johnson & Johnson and Novartis are steadier ballast, helping smooth this globally diversified ride.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class A | 5.40% | $12.16M | $4.81T | 162.94% | 85 Outperform | |
| EMCOR Group | 4.74% | $10.67M | $41.94B | 117.38% | 73 Outperform | |
| Nvidia | 3.96% | $8.92M | $5.05T | 77.54% | 76 Outperform | |
| TJX Companies | 3.56% | $8.02M | $172.05B | 20.83% | 79 Outperform | |
| ASML Holding | 3.08% | $6.94M | $586.22B | 120.55% | 81 Outperform | |
| Teradyne | 2.93% | $6.60M | $59.87B | 409.36% | 71 Outperform | |
| Western Digital | 2.88% | $6.48M | $166.53B | 990.63% | 77 Outperform | |
| Johnson & Johnson | 2.84% | $6.39M | $540.71B | 42.80% | 78 Outperform | |
| Novartis | 2.61% | $5.88M | $271.17B | 32.82% | 80 Outperform | |
| Exxon Mobil | 2.60% | $5.85M | $616.31B | 42.14% | 74 Outperform |
YOKE Technical Analysis
Positive
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Price Trends
28.94
Positive
28.53
Positive
27.71
Positive
Market Momentum
0.58
Negative
65.47
Neutral
91.66
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 30.04, equal to the 50-day MA of 28.94, and equal to the 200-day MA of 27.71, indicating a bullish trend. The MACD of 0.58 indicates Negative momentum. The RSI at 65.47 is Neutral, neither overbought nor oversold. The STOCH value of 91.66 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
Performance Comparison
YOKE
YOKE Core ETF
30.93
6.87
28.55%
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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HOLA
JPMorgan International Hedged Equity Laddered Overlay 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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