PY vs YOKE
Comparison between PRINCIPAL VALUE ETF (PY, ETF) and YOKE CORE ETF (YOKE, ETF).
PY vs YOKE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PY
$235M
YOKE
$234M
Expense Ratio
Winner
PY
0.15%
YOKE
0.31%
Max Drawdown
PY
45.51%
Winner
YOKE
14.43%
Sharpe Ratio
PY
0.91
Winner
YOKE
0.98
5Y Beta
Winner
PY
0.74
YOKE
0.87
P/E Ratio
Winner
PY
19.29
YOKE
25.46
Forward P/E
Winner
PY
16.20
YOKE
21.79
PEG Ratio
Winner
PY
0.38
YOKE
0.39
5Y Dividends CAGR
PY
0.47%
YOKE
N/A
5Y EPS CAGR
PY
13.46%
Winner
YOKE
17.02%
Debt to Equity
Winner
PY
-7.99%
YOKE
626.49%
P/S Ratio
Winner
PY
1.81
YOKE
3.19
P/B Ratio
Winner
PY
3.39
YOKE
6.09
PY vs YOKE - Holdings Comparison
PY and YOKE have 47 common holdings. Overlap is 20.88%
PY's top 25 holdings weight is 46.25%. YOKE's top 25 holdings weight is 50.45%.
| Rank | PY | YOKE |
|---|---|---|
| #1 | APPLE INC (AAPL) - 7.94% | n/a (PLTR) - 4.20% |
| #2 | AMAZON.COM INC (AMZN) - 3.30% | AXON ENTERPRISE INC (AXON) - 3.02% |
| #3 | BANK OF AMERICA CORP (BAC) - 2.31% | GE AEROSPACE (GE) - 2.93% |
| #4 | WALMART INC (WMT) - 2.27% | MICROSOFT CORP (MSFT) - 2.79% |
| #5 | UNITEDHEALTH GROUP INC (UNH) - 1.91% | NETFLIX INC (NFLX) - 2.51% |
| #6 | MERCK & CO INC (MRK) - 1.90% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 2.29% |
| #7 | n/a (DELL) - 1.86% | NRG ENERGY INC (NRG) - 2.22% |
| #8 | PROCTER & GAMBLE CO (PG) - 1.80% | APPLE INC (AAPL) - 2.08% |
| #9 | THE HOME DEPOT INC (HD) - 1.67% | TAPESTRY INC (TPR) - 2.05% |
| #10 | JOHNSON & JOHNSON (JNJ) - 1.64% | HOWMET AEROSPACE INC (HWM) - 2.03% |
| #11 | CISCO SYSTEMS INC (CSCO) - 1.49% | BOOKING HOLDINGS INC (BKNG) - 2.02% |
| #12 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.48% | BOSTON SCIENTIFIC CORP (BSX) - 1.97% |
| #13 | CHARLES SCHWAB CORP (SCHW) - 1.44% | META PLATFORMS INC CLASS A (META) - 1.92% |
| #14 | COCA-COLA CO (KO) - 1.39% | AMAZON.COM INC (AMZN) - 1.84% |
| #15 | SALESFORCE INC (CRM) - 1.38% | ALPHABET INC CLASS A (GOOGL) - 1.75% |
| #16 | VERIZON COMMUNICATIONS INC (VZ) - 1.36% | GLOBE LIFE INC (GL) - 1.75% |
| #17 | INTEL CORP (INTC) - 1.29% | INTUITIVE SURGICAL INC (ISRG) - 1.70% |
| #18 | MASTERCARD INC CLASS A (MA) - 1.29% | NVIDIA CORP (NVDA) - 1.51% |
| #19 | CAPITAL ONE FINANCIAL CORP (COF) - 1.29% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.51% |
| #20 | PEPSICO INC (PEP) - 1.27% | WELLTOWER INC (WELL) - 1.48% |
| #21 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.24% | MASTERCARD INC CLASS A (MA) - 1.47% |
| #22 | VALERO ENERGY CORP (VLO) - 1.24% | EMCOR GROUP INC (EME) - 1.40% |
| #23 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.21% | JOHNSON & JOHNSON (JNJ) - 1.39% |
| #24 | CHUBB LTD (CB) - 1.15% | PROCTER & GAMBLE CO (PG) - 1.31% |
| #25 | THE TRAVELERS COMPANIES INC (TRV) - 1.13% | TARGA RESOURCES CORP (TRGP) - 1.31% |
| Total Holdings | 99 | 218 |
PY vs YOKE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PY
+4.12%
YOKE
+0.52%
3M
Winner
PY
+7.29%
YOKE
+0.03%
6M
Winner
PY
+9.43%
YOKE
+8.25%
1Y
PY
+13.97%
Winner
YOKE
+19.20%
5Y(CAGR)
PY
+8.78%
YOKE
N/A
10Y(CAGR)
PY
+11.21%
YOKE
N/A
Max(CAGR)
PY
+11.20%
Winner
YOKE
+18.31%
PY vs YOKE - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | PY | YOKE |
|---|---|---|
| 2026 | +12.16% | +15.94% |
| 2025 | +8.05% | +9.95% |
| 2024 | +16.72% | N/A |
| 2023 | +9.40% | N/A |
| 2022 | -5.17% | N/A |
| 2021 | +34.81% | N/A |
| 2020 | +2.72% | N/A |
| 2019 | +25.50% | N/A |
| 2018 | -12.94% | N/A |
| 2017 | +19.10% | N/A |
| 2016 | +14.28% | N/A |
PY vs YOKE Drawdown Comparison
The maximum drawdown for PY was -45.44%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The maximum drawdown for YOKE was -14.35%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.
The current PY drawdown is -0.18%. The current YOKE drawdown is -3.47%.
| Rank | PY | YOKE |
|---|---|---|
| #1 | -45.44% Jan 17, 2020 - Dec 4, 2020 | -14.35% Feb 24, 2025 - May 13, 2025 |
| #2 | -20.71% Jan 26, 2018 - Nov 5, 2019 | -8.57% Feb 25, 2026 - Apr 9, 2026 |
| #3 | -17.83% Nov 29, 2024 - Aug 22, 2025 | -5.82% Jun 22, 2026 - Jul 29, 2026 |
| #4 | -17.72% Jan 14, 2022 - Dec 14, 2023 | -5.68% Oct 27, 2025 - Dec 24, 2025 |
| #5 | -6.92% May 10, 2021 - Aug 27, 2021 | -3.67% Jun 4, 2026 - Jun 12, 2026 |
| #6 | -6.46% Nov 12, 2021 - Dec 27, 2021 | -2.92% Sep 22, 2025 - Oct 27, 2025 |
| #7 | -6.20% Feb 6, 2026 - Apr 30, 2026 | -2.72% May 11, 2026 - May 26, 2026 |
| #8 | -6.10% Jul 16, 2024 - Aug 23, 2024 | -2.28% May 19, 2025 - Jun 6, 2025 |
| #9 | -5.67% Mar 28, 2024 - Jul 11, 2024 | -1.94% Dec 24, 2025 - Jan 6, 2026 |
| #10 | -5.34% Sep 2, 2021 - Oct 15, 2021 | -1.87% Feb 2, 2026 - Feb 6, 2026 |
| #11 | -4.61% Mar 1, 2017 - Jul 3, 2017 | -1.80% Jul 25, 2025 - Aug 5, 2025 |
| #12 | -4.47% Oct 27, 2025 - Dec 10, 2025 | -1.69% Jan 13, 2026 - Jan 26, 2026 |
| #13 | -4.46% Feb 24, 2021 - Mar 8, 2021 | -1.60% Apr 27, 2026 - Apr 30, 2026 |
| #14 | -4.32% Aug 23, 2016 - Nov 10, 2016 | -1.46% Aug 13, 2025 - Sep 4, 2025 |
| #15 | -4.26% Apr 19, 2016 - Jun 6, 2016 | -1.37% Jun 6, 2025 - Jun 24, 2025 |
Correlation
Correlation between PY and YOKE is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2016 - 2026)
PY vs YOKE dividend yield comparison.
| Year | PY | YOKE |
|---|---|---|
| 2026 | 0.82% | 0.39% |
| 2025 | 2.14% | 0.76% |
| 2024 | 2.22% | 0.00% |
| 2023 | 2.68% | 0.00% |
| 2022 | 3.02% | 0.00% |
| 2021 | 2.83% | 0.00% |
| 2020 | 2.95% | 0.00% |
| 2019 | 2.25% | 0.00% |
| 2018 | 2.34% | 0.00% |
| 2017 | 1.69% | 0.00% |
| 2016 | 1.85% | 0.00% |
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