WTMF vs YOKE

Comparison between WISDOMTREE MANAGED FUTURES STRATEGY FUND (WTMF, ETF) and YOKE CORE ETF (YOKE, ETF).

WTMF vs YOKE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WTMF(ETF)	YOKE(ETF)
Net Assets	$235M	$235M
Expense Ratio	0.66%	0.31%
Max Drawdown	40.86%	14.43%
Sharpe Ratio	1.69	1.55
5Y Beta	0.28	0.86
P/E Ratio	N/A	25.59
Forward P/E	N/A	21.15
PEG Ratio	N/A	0.40
5Y Dividends CAGR	55.87%	N/A
5Y EPS CAGR	N/A	18.14%
Debt to Equity	N/A	75.01%
P/S Ratio	N/A	3.11
P/B Ratio	N/A	5.91

Net Assets

WTMF

$235M

Winner

YOKE

$235M

Expense Ratio

WTMF

0.66%

Winner

YOKE

0.31%

Max Drawdown

WTMF

40.86%

Winner

YOKE

14.43%

Sharpe Ratio

Winner

WTMF

1.69

YOKE

1.55

5Y Beta

Winner

WTMF

0.28

YOKE

0.86

P/E Ratio

WTMF

N/A

YOKE

25.59

Forward P/E

WTMF

N/A

YOKE

21.15

PEG Ratio

WTMF

N/A

YOKE

0.40

5Y Dividends CAGR

WTMF

55.87%

YOKE

N/A

5Y EPS CAGR

WTMF

N/A

YOKE

18.14%

Debt to Equity

WTMF

N/A

YOKE

75.01%

P/S Ratio

WTMF

N/A

YOKE

3.11

P/B Ratio

WTMF

N/A

YOKE

5.91

WTMF vs YOKE - Holdings Comparison

WTMF and YOKE have 0 common holdings. Overlap is 0.00%

WTMF's top 25 holdings weight is 17.67%. YOKE's top 25 holdings weight is 50.45%.

Rank	WTMF	YOKE
#1	WISDOMTREE FLOATING RATE TREASURY ETF (USFR) - 17.67%	n/a (PLTR) - 4.20%
#2	N/A	AXON ENTERPRISE INC (AXON) - 3.02%
#3	N/A	GE AEROSPACE (GE) - 2.93%
#4	N/A	MICROSOFT CORP (MSFT) - 2.79%
#5	N/A	NETFLIX INC (NFLX) - 2.51%
#6	N/A	DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 2.29%
#7	N/A	NRG ENERGY INC (NRG) - 2.22%
#8	N/A	APPLE INC (AAPL) - 2.08%
#9	N/A	TAPESTRY INC (TPR) - 2.05%
#10	N/A	HOWMET AEROSPACE INC (HWM) - 2.03%
#11	N/A	BOOKING HOLDINGS INC (BKNG) - 2.02%
#12	N/A	BOSTON SCIENTIFIC CORP (BSX) - 1.97%
#13	N/A	META PLATFORMS INC CLASS A (META) - 1.92%
#14	N/A	AMAZON.COM INC (AMZN) - 1.84%
#15	N/A	ALPHABET INC CLASS A (GOOGL) - 1.75%
#16	N/A	GLOBE LIFE INC (GL) - 1.75%
#17	N/A	INTUITIVE SURGICAL INC (ISRG) - 1.70%
#18	N/A	NVIDIA CORP (NVDA) - 1.51%
#19	N/A	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.51%
#20	N/A	WELLTOWER INC (WELL) - 1.48%
#21	N/A	MASTERCARD INC CLASS A (MA) - 1.47%
#22	N/A	EMCOR GROUP INC (EME) - 1.40%
#23	N/A	JOHNSON & JOHNSON (JNJ) - 1.39%
#24	N/A	PROCTER & GAMBLE CO (PG) - 1.31%
#25	N/A	TARGA RESOURCES CORP (TRGP) - 1.31%
Total Holdings	1	218

WTMF vs YOKE - Historical Returns

Returns include dividend reinvestment.

Period	WTMF	YOKE
1 month	-0.83%	+2.85%
3 months	+2.07%	+14.79%
6 months	+7.61%	+18.37%
1 year	+20.27%	+26.98%
5 years(CAGR)	+6.03%	N/A
10 years(CAGR)	+3.12%	N/A
Max(CAGR)	+1.08%	+22.53%

WTMF

-0.83%

Winner

YOKE

+2.85%

WTMF

+2.07%

Winner

YOKE

+14.79%

WTMF

+7.61%

Winner

YOKE

+18.37%

WTMF

+20.27%

Winner

YOKE

+26.98%

5Y(CAGR)

WTMF

+6.03%

YOKE

N/A

10Y(CAGR)

WTMF

+3.12%

YOKE

N/A

Max(CAGR)

WTMF

+1.08%

Winner

YOKE

+22.53%

WTMF vs YOKE - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	WTMF	YOKE
2026	+7.12%	+17.26%
2025	+12.00%	+9.95%
2024	+3.25%	N/A
2023	+16.16%	N/A
2022	-5.84%	N/A
2021	+9.42%	N/A
2020	+0.34%	N/A
2019	-3.05%	N/A
2018	+0.42%	N/A
2017	-2.34%	N/A
2016	-1.33%	N/A
2015	-4.15%	N/A
2014	+5.80%	N/A
2013	+2.34%	N/A
2012	-10.22%	N/A
2011	-8.52%	N/A

WTMF vs YOKE Drawdown Comparison

The maximum drawdown for WTMF was -30.78%, occurring on Jun 8, 2020. Recovery took 3620 trading sessions.

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

The current WTMF drawdown is -0.91%.

Rank	WTMF	YOKE
#1	-30.78% Apr 29, 2011 - Sep 22, 2025	-14.35% Feb 24, 2025 - May 13, 2025
#2	-4.04% Jan 15, 2026 - Feb 25, 2026	-8.57% Feb 25, 2026 - Apr 9, 2026
#3	-3.66% Mar 4, 2011 - Apr 5, 2011	-5.68% Oct 27, 2025 - Dec 24, 2025
#4	-3.01% Mar 17, 2026 - Apr 13, 2026	-3.67% Jun 4, 2026 - Jun 12, 2026
#5	-2.51% May 14, 2026 - Jun 10, 2026	-2.92% Sep 22, 2025 - Oct 27, 2025
#6	-2.04% Nov 12, 2025 - Nov 28, 2025	-2.72% May 11, 2026 - May 26, 2026
#7	-1.98% Feb 9, 2011 - Feb 28, 2011	-2.28% May 19, 2025 - Jun 6, 2025
#8	-1.54% Jan 12, 2011 - Feb 1, 2011	-1.94% Dec 24, 2025 - Jan 6, 2026
#9	-1.47% Oct 8, 2025 - Oct 15, 2025	-1.87% Feb 2, 2026 - Feb 6, 2026
#10	-1.45% Oct 28, 2025 - Nov 12, 2025	-1.80% Jul 25, 2025 - Aug 5, 2025
#11	-1.17% Dec 26, 2025 - Jan 5, 2026	-1.69% Jan 13, 2026 - Jan 26, 2026
#12	-1.15% Sep 22, 2025 - Oct 1, 2025	-1.60% Apr 27, 2026 - Apr 30, 2026
#13	-1.03% Mar 2, 2026 - Mar 10, 2026	-1.46% Aug 13, 2025 - Sep 4, 2025
#14	-0.83% Feb 2, 2011 - Feb 9, 2011	-1.37% Jun 6, 2025 - Jun 24, 2025
#15	-0.82% Jan 5, 2011 - Jan 12, 2011	-1.33% May 6, 2026 - May 11, 2026