YOKEYoke Core ETF
Seeks capital appreciation.
By Yoke ETF · Launched 2025
Annual Cost
0.31%
#1,499 of 6,040 · low cost
Fund Size
$231M
#2,331 of 6,040 · mid-size
Return (1Y)
+13.2%
Track Record
1 year
#4,116 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,343+13.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 34.6% of funddiversified
Alphabet IncGOOGL
5.4%
EMCOR Group IncEME
4.7%
NVIDIA CorpNVDA
4.0%
TJX Cos Inc/TheTJX
3.6%
ASML Holding NVASML
3.1%
Teradyne IncTER
2.9%
Western Digital CorpWDC
2.9%
Johnson & JohnsonJNJ
2.9%
Novartis AGNVS
2.6%
Exxon Mobil CorpXOM
2.6%
Asset allocation
Stocks
99.8%
Cash
0.1%
Other
0.1%
By sector
Industrials
24.9%
Technology
21.1%
Consumer Cyclical
16.1%
Financial Services
9.7%
Communication
9.1%
Consumer Defensive
6.2%
Healthcare
6.0%
Energy
5.6%
Other
1.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.8%Moderate
Year-on-year price swings
Max drawdown
-14.3%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Actively manages a dynamic, tactical asset allocation portfolio across domestic and international equity markets, investing in equity securities of companies of any market capitalization. The Sub-Adviser employs momentum, quality, and risk-on/risk-off strategies to select securities based on market conditions.
- Inception date
- February 21, 2025
- Fund family
- Yoke ETF
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save YOKE to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18