FDM vs YOKE
Comparison between FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND (FDM, ETF) and YOKE CORE ETF (YOKE, ETF).
FDM vs YOKE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FDM
$265M
Winner
YOKE
$266M
Expense Ratio
FDM
0.60%
Winner
YOKE
0.31%
Max Drawdown
FDM
64.00%
Winner
YOKE
14.43%
Sharpe Ratio
FDM
1.23
Winner
YOKE
1.25
5Y Beta
FDM
0.92
Winner
YOKE
0.87
P/E Ratio
Winner
FDM
21.32
YOKE
26.20
Forward P/E
Winner
FDM
12.11
YOKE
21.44
PEG Ratio
FDM
N/A
YOKE
0.43
5Y Dividends CAGR
FDM
13.54%
YOKE
N/A
5Y EPS CAGR
FDM
6.08%
Winner
YOKE
18.21%
Debt to Equity
FDM
80.21%
Winner
YOKE
75.08%
P/S Ratio
Winner
FDM
0.93
YOKE
3.17
P/B Ratio
Winner
FDM
1.51
YOKE
6.03
FDM vs YOKE - Holdings Comparison
FDM and YOKE have 1 common holdings. Overlap is 0.04%
FDM's top 25 holdings weight is 33.63%. YOKE's top 25 holdings weight is 50.45%.
| Rank | FDM | YOKE |
|---|---|---|
| #1 | STOKE THERAPEUTICS INC (STOK) - 2.29% | n/a (PLTR) - 4.20% |
| #2 | TETRA TECHNOLOGIES INC (TTI) - 1.92% | AXON ENTERPRISE INC (AXON) - 3.02% |
| #3 | NWPX INFRASTRUCTURE INC (NWPX) - 1.81% | GE AEROSPACE (GE) - 2.93% |
| #4 | DAUCH CORP (DCH) - 1.61% | MICROSOFT CORP (MSFT) - 2.79% |
| #5 | DOUGLAS DYNAMICS INC (PLOW) - 1.56% | NETFLIX INC (NFLX) - 2.51% |
| #6 | UNITED FIRE GROUP INC (UFCS) - 1.45% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 2.29% |
| #7 | DELUXE CORP (DLX) - 1.37% | NRG ENERGY INC (NRG) - 2.22% |
| #8 | USA TODAY CO INC (TDAY) - 1.35% | APPLE INC (AAPL) - 2.08% |
| #9 | OIL-DRI CORP OF AMERICA (ODC) - 1.31% | TAPESTRY INC (TPR) - 2.05% |
| #10 | UNIVERSAL INSURANCE HOLDINGS INC (UVE) - 1.30% | HOWMET AEROSPACE INC (HWM) - 2.03% |
| #11 | HORIZON BANCORP (IN) (HBNC) - 1.28% | BOOKING HOLDINGS INC (BKNG) - 2.02% |
| #12 | BUSINESS FIRST BANCSHARES INC (BFST) - 1.26% | BOSTON SCIENTIFIC CORP (BSX) - 1.97% |
| #13 | CENTRAL PACIFIC FINANCIAL CORP (CPF) - 1.25% | META PLATFORMS INC CLASS A (META) - 1.92% |
| #14 | CNB FINANCIAL CORP (CCNE) - 1.24% | AMAZON.COM INC (AMZN) - 1.84% |
| #15 | AMERICAN PUBLIC EDUCATION INC (APEI) - 1.23% | ALPHABET INC CLASS A (GOOGL) - 1.75% |
| #16 | LSI INDUSTRIES INC (LYTS) - 1.22% | GLOBE LIFE INC (GL) - 1.75% |
| #17 | TRUSTCO BANK CORP N Y (TRST) - 1.20% | INTUITIVE SURGICAL INC (ISRG) - 1.70% |
| #18 | HANMI FINANCIAL CORP (HAFC) - 1.20% | NVIDIA CORP (NVDA) - 1.51% |
| #19 | GENCO SHIPPING & TRADING LTD (GNK) - 1.19% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.51% |
| #20 | FIRST FINANCIAL CORP (THFF) - 1.15% | WELLTOWER INC (WELL) - 1.48% |
| #21 | CAMDEN NATIONAL CORP (CAC) - 1.15% | MASTERCARD INC CLASS A (MA) - 1.47% |
| #22 | KOPPERS HOLDINGS INC (KOP) - 1.08% | EMCOR GROUP INC (EME) - 1.40% |
| #23 | NUTEX HEALTH INC (NUTX) - 1.07% | JOHNSON & JOHNSON (JNJ) - 1.39% |
| #24 | WHITESTONE REIT (WSR) - 1.07% | PROCTER & GAMBLE CO (PG) - 1.31% |
| #25 | GOLD.COM INC (GOLD) - 1.07% | TARGA RESOURCES CORP (TRGP) - 1.31% |
| Total Holdings | 149 | 218 |
FDM vs YOKE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FDM
+2.46%
YOKE
-3.07%
3M
FDM
+5.02%
Winner
YOKE
+7.11%
6M
FDM
+9.38%
Winner
YOKE
+13.15%
1Y
Winner
FDM
+29.78%
YOKE
+22.70%
5Y(CAGR)
FDM
+10.61%
YOKE
N/A
10Y(CAGR)
FDM
+11.76%
YOKE
N/A
Max(CAGR)
FDM
+8.81%
Winner
YOKE
+20.03%
FDM vs YOKE - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | FDM | YOKE |
|---|---|---|
| 2026 | +16.76% | +16.42% |
| 2025 | +18.79% | +9.95% |
| 2024 | +13.46% | N/A |
| 2023 | +13.27% | N/A |
| 2022 | -12.56% | N/A |
| 2021 | +37.09% | N/A |
| 2020 | -3.63% | N/A |
| 2019 | +25.23% | N/A |
| 2018 | -13.54% | N/A |
| 2017 | +8.17% | N/A |
| 2016 | +39.60% | N/A |
| 2015 | +1.80% | N/A |
| 2014 | +5.36% | N/A |
| 2013 | +40.37% | N/A |
| 2012 | +13.50% | N/A |
| 2011 | -10.89% | N/A |
| 2010 | +22.46% | N/A |
| 2009 | +20.05% | N/A |
| 2008 | -31.20% | N/A |
| 2007 | -7.21% | N/A |
| 2006 | +14.35% | N/A |
| 2005 | +2.51% | N/A |
FDM vs YOKE Drawdown Comparison
The maximum drawdown for FDM was -63.45%, occurring on Mar 9, 2009. Recovery took 1411 trading sessions.
The maximum drawdown for YOKE was -14.35%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.
The current FDM drawdown is -2.38%. The current YOKE drawdown is -3.07%.
| Rank | FDM | YOKE |
|---|---|---|
| #1 | -63.45% Jul 12, 2007 - Feb 19, 2013 | -14.35% Feb 24, 2025 - May 13, 2025 |
| #2 | -47.76% Aug 22, 2018 - Jan 7, 2021 | -8.57% Feb 25, 2026 - Apr 9, 2026 |
| #3 | -23.75% Nov 11, 2021 - Jul 15, 2024 | -5.68% Oct 27, 2025 - Dec 24, 2025 |
| #4 | -23.46% Dec 11, 2024 - Jul 2, 2025 | -4.65% Jun 22, 2026 - Jul 17, 2026 |
| #5 | -17.78% Jun 23, 2015 - Jul 12, 2016 | -3.67% Jun 4, 2026 - Jun 12, 2026 |
| #6 | -14.47% May 5, 2006 - Nov 15, 2006 | -2.92% Sep 22, 2025 - Oct 27, 2025 |
| #7 | -12.49% Jul 3, 2014 - Dec 23, 2014 | -2.72% May 11, 2026 - May 26, 2026 |
| #8 | -11.32% Jul 31, 2024 - Nov 6, 2024 | -2.28% May 19, 2025 - Jun 6, 2025 |
| #9 | -10.25% Mar 15, 2021 - Nov 1, 2021 | -1.94% Dec 24, 2025 - Jan 6, 2026 |
| #10 | -9.30% Feb 9, 2026 - Apr 14, 2026 | -1.87% Feb 2, 2026 - Feb 6, 2026 |
| #11 | -9.30% Dec 24, 2013 - Mar 4, 2014 | -1.80% Jul 25, 2025 - Aug 5, 2025 |
| #12 | -8.54% Jan 4, 2017 - Jul 3, 2017 | -1.69% Jan 13, 2026 - Jan 26, 2026 |
| #13 | -8.43% Apr 2, 2014 - Jul 3, 2014 | -1.60% Apr 27, 2026 - Apr 30, 2026 |
| #14 | -8.34% Jan 19, 2018 - May 9, 2018 | -1.46% Aug 13, 2025 - Sep 4, 2025 |
| #15 | -7.92% Feb 22, 2007 - Apr 17, 2007 | -1.37% Jun 6, 2025 - Jun 24, 2025 |
Correlation
Correlation between FDM and YOKE is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2005 - 2026)
FDM vs YOKE dividend yield comparison.
| Year | FDM | YOKE |
|---|---|---|
| 2026 | 0.66% | 0.39% |
| 2025 | 1.43% | 0.76% |
| 2024 | 1.56% | 0.00% |
| 2023 | 1.81% | 0.00% |
| 2022 | 1.80% | 0.00% |
| 2021 | 1.08% | 0.00% |
| 2020 | 1.68% | 0.00% |
| 2019 | 1.37% | 0.00% |
| 2018 | 1.26% | 0.00% |
| 2017 | 0.97% | 0.00% |
| 2016 | 1.13% | 0.00% |
| 2015 | 1.45% | 0.00% |
| 2014 | 0.75% | 0.00% |
| 2013 | 0.83% | 0.00% |
| 2012 | 1.75% | 0.00% |
| 2011 | 0.80% | 0.00% |
| 2010 | 0.38% | 0.00% |
| 2009 | 0.56% | 0.00% |
| 2008 | 1.19% | 0.00% |
| 2007 | 0.61% | 0.00% |
| 2006 | 0.23% | 0.00% |
| 2005 | 0.09% | 0.00% |
Select Stocks to Compare
Popular: FDM vs SPYYOKE vs SPY
More Comparisons
Compare with similar stocks