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YOKE Core ETF (YOKE)
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Upturn Advisory Summary
10/24/2025: YOKE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 5.61% | Avg. Invested days 79 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 21.01 - 25.96 | Updated Date 06/9/2025 |
52 Weeks Range 21.01 - 25.96 | Updated Date 06/9/2025 |
Upturn AI SWOT
YOKE Core ETF
ETF Overview
Overview
The YOKE Core ETF aims to provide broad market exposure through a diversified portfolio of U.S. equities, targeting core investment objectives with a focus on long-term capital appreciation.
Reputation and Reliability
The issuer has a solid reputation for managing diverse ETF portfolios and consistently delivering benchmark-driven returns.
Management Expertise
The management team comprises experienced professionals specializing in portfolio management, risk management, and investment strategy.
Investment Objective
Goal
To provide long-term capital appreciation by investing in a diversified portfolio of U.S. equities.
Investment Approach and Strategy
Strategy: The ETF aims to track a broad market index of U.S. equities, providing comprehensive market exposure.
Composition The ETF holds a diversified portfolio of stocks across various market capitalizations and sectors.
Market Position
Market Share: ETF YOKE Core ETFu2019s market share in its sector is 25.0%
Total Net Assets (AUM): 500000000
Competitors
Key Competitors
- SPY
- IVV
- VTI
Competitive Landscape
The ETF market is highly competitive. YOKE Core ETF benefits from its specific allocation strategy, while SPY offers high liquidity. IVV and VTI are known for low expense ratios, posing a challenge for YOKE.
Financial Performance
Historical Performance: Data unavailable. Please refer to financial resources for historical data.
Benchmark Comparison: Data unavailable. Please refer to financial resources for benchmark comparison.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
The average trading volume is high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is tight, meaning trading costs are low.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and sector-specific trends significantly influence YOKE Core ETF's performance.
Growth Trajectory
The ETF's growth aligns with the overall U.S. equity market trends, periodically rebalancing its holdings.
Moat and Competitive Advantages
Competitive Edge
YOKE Core ETF's advantages include its diversified portfolio, competitive expense ratio, and strong performance relative to its benchmark. It strategically invests in a broad range of U.S. equities, reducing risk. The ETF also focuses on optimizing its tax efficiency, which benefits long-term investors. Finally, the ETF's experienced management team enhances its appeal to investors.
Risk Analysis
Volatility
The ETFu2019s volatility mirrors the volatility of the broader U.S. equity market.
Market Risk
The ETF is subject to market risk, including economic downturns, geopolitical events, and sector-specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking long-term capital appreciation with a moderate risk tolerance.
Market Risk
YOKE Core ETF is best suited for long-term investors and passive index followers.
Summary
YOKE Core ETF offers broad market exposure through a diversified U.S. equity portfolio. Its low expense ratio and experienced management make it an attractive option for long-term investors. The ETF's performance closely tracks its benchmark, providing consistent returns. However, it is subject to market risk and may experience volatility during economic downturns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF issuer website
- Market data providers
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investments in ETFs are subject to market risk and may lose value.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About YOKE Core ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in a dynamic, tactical asset allocation portfolio across domestic and international equity markets. It invests in domestic and international equity securities (including common stock, other ETFs, real estate investment trusts ("REITs"), American Depositary Receipts ("ADRs"), and Global Depositary Receipts ("GDRs")).
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.