FT vs YOKE

Comparison between Franklin Universal Trust (FT, ETF) and YOKE CORE ETF (YOKE, ETF).

FT vs YOKE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FT(ETF)	YOKE(ETF)
Net Assets	$226M	$225M
Expense Ratio	N/A	0.30%
Max Drawdown	65.18%	14.43%
Sharpe Ratio	0.91	1.40
5Y Beta	0.30	0.86
P/E Ratio	N/A	26.46
Forward P/E	N/A	21.29
PEG Ratio	N/A	0.58
5Y Dividends CAGR	5.84%	N/A
5Y EPS CAGR	N/A	19.70%
Debt to Equity	N/A	70.76%
P/S Ratio	N/A	3.14
P/B Ratio	N/A	5.88

Net Assets

Winner

$226M

YOKE

$225M

Expense Ratio

N/A

YOKE

0.30%

Max Drawdown

65.18%

Winner

YOKE

14.43%

Sharpe Ratio

0.91

Winner

YOKE

1.40

5Y Beta

Winner

0.30

YOKE

0.86

P/E Ratio

N/A

YOKE

26.46

Forward P/E

N/A

YOKE

21.29

PEG Ratio

N/A

YOKE

0.58

5Y Dividends CAGR

5.84%

YOKE

N/A

5Y EPS CAGR

N/A

YOKE

19.70%

Debt to Equity

N/A

YOKE

70.76%

P/S Ratio

N/A

YOKE

3.14

P/B Ratio

N/A

YOKE

5.88

FT vs YOKE - Historical Returns

Returns include dividend reinvestment.

Period	FT	YOKE
1 month	-2.90%	+1.40%
3 months	-2.23%	+8.47%
6 months	+2.31%	+14.86%
1 year	+13.48%	+24.30%
5 years(CAGR)	+7.00%	N/A
10 years(CAGR)	+8.43%	N/A
Max(CAGR)	+7.25%	+20.19%

-2.90%

Winner

YOKE

+1.40%

-2.23%

Winner

YOKE

+8.47%

+2.31%

Winner

YOKE

+14.86%

+13.48%

Winner

YOKE

+24.30%

5Y(CAGR)

+7.00%

YOKE

N/A

10Y(CAGR)

+8.43%

YOKE

N/A

Max(CAGR)

+7.25%

Winner

YOKE

+20.19%

FT vs YOKE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FT	YOKE
2026	+1.51%	+13.96%
2025	+16.44%	+9.95%
2024	+17.47%	N/A
2023	+4.51%	N/A
2022	-13.44%	N/A
2021	+21.55%	N/A
2020	+1.47%	N/A
2019	+30.84%	N/A
2018	-5.40%	N/A
2017	+13.25%	N/A
2016	+24.94%	N/A
2015	-12.94%	N/A
2014	+10.27%	N/A
2013	+3.10%	N/A
2012	+12.59%	N/A
2011	+13.70%	N/A
2010	+17.58%	N/A
2009	+59.78%	N/A
2008	-40.85%	N/A
2007	+7.05%	N/A
2006	+21.52%	N/A
2005	+10.02%	N/A
2004	+10.93%	N/A
2003	+21.38%	N/A
2002	-29.73%	N/A
2001	+16.33%	N/A
2000	+12.12%	N/A
1999	-14.17%	N/A

FT vs YOKE Drawdown Comparison

The maximum drawdown for FT was -54.80%, occurring on Nov 20, 2008. Recovery took 708 trading sessions.

The maximum drawdown for YOKE was -14.35%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.

The current FT drawdown is -3.80%. The current YOKE drawdown is -2.62%.

Rank	FT	YOKE
#1	-54.80% May 16, 2007 - Mar 9, 2010	-14.35% Feb 24, 2025 - May 13, 2025
#2	-40.90% Feb 21, 2020 - May 3, 2021	-8.57% Feb 25, 2026 - Apr 9, 2026
#3	-40.83% Apr 15, 2002 - May 16, 2006	-5.68% Oct 27, 2025 - Dec 24, 2025
#4	-23.17% Dec 28, 2021 - Jul 31, 2024	-2.92% Sep 22, 2025 - Oct 27, 2025
#5	-22.90% Nov 5, 1999 - Jan 3, 2001	-2.72% May 11, 2026 - May 26, 2026
#6	-22.53% Mar 24, 2015 - May 26, 2016	-2.62% Jun 4, 2026 - Jun 5, 2026
#7	-18.10% Mar 9, 2001 - Nov 28, 2001	-2.28% May 19, 2025 - Jun 6, 2025
#8	-13.30% May 20, 2013 - Apr 16, 2014	-1.94% Dec 24, 2025 - Jan 6, 2026
#9	-12.55% Jul 7, 2011 - Oct 21, 2011	-1.87% Feb 2, 2026 - Feb 6, 2026
#10	-12.20% Sep 26, 2012 - Jan 29, 2013	-1.80% Jul 25, 2025 - Aug 5, 2025
#11	-10.78% Dec 6, 2017 - Feb 25, 2019	-1.69% Jan 13, 2026 - Jan 26, 2026
#12	-9.94% Apr 29, 2010 - Jul 20, 2010	-1.60% Apr 27, 2026 - Apr 30, 2026
#13	-9.44% Jul 22, 2016 - Jan 17, 2017	-1.46% Aug 13, 2025 - Sep 4, 2025
#14	-8.76% Mar 3, 2025 - Jun 12, 2025	-1.37% Jun 6, 2025 - Jun 24, 2025
#15	-7.68% Nov 3, 2014 - Jan 16, 2015	-1.33% May 6, 2026 - May 11, 2026

Correlation

Correlation between FT and YOKE is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2000 - 2026)

FT vs YOKE dividend yield comparison.

Year	FT	YOKE
2026	2.68%	0.22%
2025	6.37%	0.76%
2024	6.98%	0.00%
2023	7.67%	0.00%
2022	8.49%	0.00%
2021	6.00%	0.00%
2020	5.13%	0.00%
2019	4.95%	0.00%
2018	6.05%	0.00%
2017	5.36%	0.00%
2016	6.53%	0.00%
2015	8.28%	0.00%
2014	7.24%	0.00%
2013	6.64%	0.00%
2012	5.92%	0.00%
2011	6.82%	0.00%
2010	7.20%	0.00%
2009	7.86%	0.00%
2008	12.16%	0.00%
2007	6.60%	0.00%
2006	6.58%	0.00%
2005	6.82%	0.00%
2004	5.96%	0.00%
2003	6.79%	0.00%
2002	14.57%	0.00%
2001	9.85%	0.00%
2000	4.50%	0.00%