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LGI vs YOKE

Comparison between Lazard Global Total Return and Income Fund Inc (LGI, ETF) and YOKE CORE ETF (YOKE, ETF).

LGI vs YOKE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
LGI
$236M
YOKE
$235M
Expense Ratio
LGI
N/A
YOKE
0.31%
Max Drawdown
LGI
67.17%
Winner
YOKE
14.43%
Sharpe Ratio
LGI
0.95
Winner
YOKE
1.55
5Y Beta
Winner
LGI
0.76
YOKE
0.86
P/E Ratio
LGI
N/A
YOKE
25.59
Forward P/E
LGI
N/A
YOKE
21.15
PEG Ratio
LGI
N/A
YOKE
0.40
5Y Dividends CAGR
LGI
6.28%
YOKE
N/A
5Y EPS CAGR
LGI
N/A
YOKE
18.14%
Debt to Equity
LGI
N/A
YOKE
75.01%
P/S Ratio
LGI
N/A
YOKE
3.11
P/B Ratio
LGI
N/A
YOKE
5.91

LGI vs YOKE - Historical Returns

Returns include dividend reinvestment.

1M
LGI
+2.01%
Winner
YOKE
+2.85%
3M
LGI
+3.13%
Winner
YOKE
+14.79%
6M
LGI
+7.96%
Winner
YOKE
+18.37%
1Y
LGI
+19.28%
Winner
YOKE
+26.98%
5Y(CAGR)
LGI
+6.44%
YOKE
N/A
10Y(CAGR)
LGI
+13.43%
YOKE
N/A
Max(CAGR)
LGI
+8.27%
Winner
YOKE
+22.53%

LGI vs YOKE - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearLGIYOKE
2026+6.84%+17.26%
2025+21.51%+9.95%
2024+15.23%N/A
2023+11.58%N/A
2022-21.14%N/A
2021+25.87%N/A
2020+16.65%N/A
2019+31.99%N/A
2018-10.66%N/A
2017+38.76%N/A
2016+15.48%N/A
2015-10.65%N/A
2014-2.44%N/A
2013+21.92%N/A
2012+21.19%N/A
2011-5.56%N/A
2010+7.57%N/A
2009+29.91%N/A
2008-42.31%N/A
2007+11.82%N/A
2006+34.42%N/A
2005+1.49%N/A
2004+0.25%N/A

LGI vs YOKE Drawdown Comparison

The maximum drawdown for LGI was -63.35%, occurring on Mar 9, 2009. Recovery took 1262 trading sessions.

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

The current LGI drawdown is -7.62%.

RankLGIYOKE
#1-63.35%
Dec 31, 2007 - Jan 4, 2013		-14.35%
Feb 24, 2025 - May 13, 2025
#2-42.90%
Feb 19, 2020 - Sep 15, 2020		-8.57%
Feb 25, 2026 - Apr 9, 2026
#3-34.82%
Jul 3, 2014 - Apr 24, 2017		-5.68%
Oct 27, 2025 - Dec 24, 2025
#4-32.83%
Sep 3, 2021 - Aug 16, 2024		-3.67%
Jun 4, 2026 - Jun 12, 2026
#5-24.45%
Mar 16, 2018 - Jun 20, 2019		-2.92%
Sep 22, 2025 - Oct 27, 2025
#6-21.93%
Sep 27, 2024 - Jun 30, 2025		-2.72%
May 11, 2026 - May 26, 2026
#7-21.25%
Feb 25, 2026 - Mar 30, 2026		-2.28%
May 19, 2025 - Jun 6, 2025
#8-18.75%
May 10, 2004 - Dec 1, 2004		-1.94%
Dec 24, 2025 - Jan 6, 2026
#9-14.31%
Jul 13, 2007 - Oct 5, 2007		-1.87%
Feb 2, 2026 - Feb 6, 2026
#10-13.89%
May 20, 2013 - Dec 23, 2013		-1.80%
Jul 25, 2025 - Aug 5, 2025
#11-10.00%
May 10, 2006 - Aug 15, 2006		-1.69%
Jan 13, 2026 - Jan 26, 2026
#12-9.74%
Feb 26, 2007 - Apr 5, 2007		-1.60%
Apr 27, 2026 - Apr 30, 2026
#13-8.86%
Jan 29, 2018 - Mar 12, 2018		-1.46%
Aug 13, 2025 - Sep 4, 2025
#14-8.25%
Dec 26, 2013 - Mar 7, 2014		-1.37%
Jun 6, 2025 - Jun 24, 2025
#15-7.76%
Sep 16, 2020 - Nov 9, 2020		-1.33%
May 6, 2026 - May 11, 2026

Correlation

Correlation between LGI and YOKE is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2004 - 2026)

LGI vs YOKE dividend yield comparison.

YearLGIYOKE
20265.20%0.21%
202510.09%0.76%
20249.19%0.00%
20237.32%0.00%
202210.22%0.00%
20219.77%0.00%
20207.18%0.00%
20196.44%0.00%
201819.89%0.00%
20175.45%0.00%
20166.94%0.00%
20158.51%0.00%
20147.89%0.00%
20136.18%0.00%
20127.81%0.00%
20117.86%0.00%
20107.17%0.00%
20096.69%0.00%
200812.06%0.00%
20077.12%0.00%
200610.36%0.00%
20056.74%0.00%
20043.23%0.00%

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