YOKE vs ERX
Comparison between YOKE CORE ETF (YOKE, ETF) and DIREXION DAILY ENERGY BULL 2X SHARES (ERX, ETF).
YOKE vs ERX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
YOKE
$234M
ERX
$234M
Expense Ratio
YOKE
0.31%
ERX
N/A
Max Drawdown
Winner
YOKE
14.43%
ERX
99.56%
Sharpe Ratio
YOKE
0.98
Winner
ERX
1.61
5Y Beta
Winner
YOKE
0.87
ERX
0.94
P/E Ratio
YOKE
25.46
Winner
ERX
17.00
Forward P/E
YOKE
21.79
Winner
ERX
13.55
PEG Ratio
YOKE
0.39
Winner
ERX
0.10
5Y Dividends CAGR
YOKE
N/A
ERX
22.72%
5Y EPS CAGR
YOKE
17.02%
ERX
N/A
Debt to Equity
YOKE
626.49%
Winner
ERX
37.34%
P/S Ratio
YOKE
3.19
Winner
ERX
1.62
P/B Ratio
YOKE
6.09
Winner
ERX
2.45
YOKE vs ERX - Holdings Comparison
YOKE and ERX have 11 common holdings. Overlap is 4.85%
YOKE's top 25 holdings weight is 50.45%. ERX's top 25 holdings weight is 116.77%.
| Rank | YOKE | ERX |
|---|---|---|
| #1 | n/a (PLTR) - 4.20% | DREYFUS GOVT CASH MAN INS (n/a) - 19.86% |
| #2 | AXON ENTERPRISE INC (AXON) - 3.02% | ENERGY SELECT SECTOR INDEX SWAP (n/a) - 19.32% |
| #3 | GE AEROSPACE (GE) - 2.93% | EXXONMOBIL HOLDINGS CORP (XOM) - 14.20% |
| #4 | MICROSOFT CORP (MSFT) - 2.79% | CHEVRON CORP (CVX) - 10.39% |
| #5 | NETFLIX INC (NFLX) - 2.51% | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 8.25% |
| #6 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 2.29% | CONOCOPHILLIPS (COP) - 4.28% |
| #7 | NRG ENERGY INC (NRG) - 2.22% | MARATHON PETROLEUM CORP (MPC) - 3.71% |
| #8 | APPLE INC (AAPL) - 2.08% | PHILLIPS 66 (PSX) - 3.63% |
| #9 | TAPESTRY INC (TPR) - 2.05% | VALERO ENERGY CORP (VLO) - 3.47% |
| #10 | HOWMET AEROSPACE INC (HWM) - 2.03% | SLB LTD (SLB) - 3.14% |
| #11 | BOOKING HOLDINGS INC (BKNG) - 2.02% | EOG RESOURCES INC (EOG) - 2.92% |
| #12 | BOSTON SCIENTIFIC CORP (BSX) - 1.97% | WILLIAMS COMPANIES INC (WMB) - 2.72% |
| #13 | META PLATFORMS INC CLASS A (META) - 1.92% | BAKER HUGHES CO CLASS A (BKR) - 2.67% |
| #14 | AMAZON.COM INC (AMZN) - 1.84% | KINDER MORGAN INC CLASS P (KMI) - 2.67% |
| #15 | ALPHABET INC CLASS A (GOOGL) - 1.75% | ONEOK INC (OKE) - 2.49% |
| #16 | GLOBE LIFE INC (GL) - 1.75% | TARGA RESOURCES CORP (TRGP) - 2.46% |
| #17 | INTUITIVE SURGICAL INC (ISRG) - 1.70% | DEVON ENERGY CORP (DVN) - 2.20% |
| #18 | NVIDIA CORP (NVDA) - 1.51% | OCCIDENTAL PETROLEUM CORP (OXY) - 1.76% |
| #19 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.51% | DIAMONDBACK ENERGY INC (FANG) - 1.63% |
| #20 | WELLTOWER INC (WELL) - 1.48% | EQT CORP (EQT) - 1.41% |
| #21 | MASTERCARD INC CLASS A (MA) - 1.47% | HALLIBURTON CO (HAL) - 1.19% |
| #22 | EMCOR GROUP INC (EME) - 1.40% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.94% |
| #23 | JOHNSON & JOHNSON (JNJ) - 1.39% | TEXAS PACIFIC LAND CORP (TPL) - 0.86% |
| #24 | PROCTER & GAMBLE CO (PG) - 1.31% | APA CORP (APA) - 0.59% |
| #25 | TARGA RESOURCES CORP (TRGP) - 1.31% | GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 0.01% |
| Total Holdings | 218 | 26 |
YOKE vs ERX - Historical Returns
Returns include dividend reinvestment.
1M
YOKE
+0.52%
Winner
ERX
+7.22%
3M
YOKE
+0.03%
Winner
ERX
+13.44%
6M
YOKE
+8.25%
Winner
ERX
+24.62%
1Y
YOKE
+19.20%
Winner
ERX
+89.23%
5Y(CAGR)
YOKE
N/A
ERX
+38.63%
10Y(CAGR)
YOKE
N/A
ERX
-9.27%
Max(CAGR)
Winner
YOKE
+18.31%
ERX
-6.56%
YOKE vs ERX - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | YOKE | ERX |
|---|---|---|
| 2026 | +15.94% | +76.99% |
| 2025 | +9.95% | +0.50% |
| 2024 | N/A | -1.37% |
| 2023 | N/A | -5.50% |
| 2022 | N/A | +117.39% |
| 2021 | N/A | +111.11% |
| 2020 | N/A | -91.81% |
| 2019 | N/A | +9.05% |
| 2018 | N/A | -58.67% |
| 2017 | N/A | -15.38% |
| 2016 | N/A | +69.90% |
| 2015 | N/A | -61.81% |
| 2014 | N/A | -29.85% |
| 2013 | N/A | +73.35% |
| 2012 | N/A | -3.89% |
| 2011 | N/A | -21.69% |
| 2010 | N/A | +35.45% |
| 2009 | N/A | -10.17% |
| 2008 | N/A | -4.93% |
YOKE vs ERX Drawdown Comparison
The maximum drawdown for YOKE was -14.35%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.
The maximum drawdown for ERX was -99.55%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current YOKE drawdown is -3.47%. The current ERX drawdown is -91.02%.
| Rank | YOKE | ERX |
|---|---|---|
| #1 | -14.35% Feb 24, 2025 - May 13, 2025 | -99.55% Jun 23, 2014 - Mar 23, 2020 |
| #2 | -8.57% Feb 25, 2026 - Apr 9, 2026 | -69.51% Apr 29, 2011 - Apr 1, 2014 |
| #3 | -5.82% Jun 22, 2026 - Jul 29, 2026 | -66.34% Nov 26, 2008 - Oct 19, 2009 |
| #4 | -5.68% Oct 27, 2025 - Dec 24, 2025 | -55.21% Oct 19, 2009 - Dec 6, 2010 |
| #5 | -3.67% Jun 4, 2026 - Jun 12, 2026 | -33.90% Nov 19, 2008 - Nov 24, 2008 |
| #6 | -2.92% Sep 22, 2025 - Oct 27, 2025 | -18.56% Mar 3, 2011 - Mar 29, 2011 |
| #7 | -2.72% May 11, 2026 - May 26, 2026 | -15.63% Apr 5, 2011 - Apr 29, 2011 |
| #8 | -2.28% May 19, 2025 - Jun 6, 2025 | -6.80% Apr 3, 2014 - Apr 15, 2014 |
| #9 | -1.94% Dec 24, 2025 - Jan 6, 2026 | -5.46% May 7, 2014 - May 29, 2014 |
| #10 | -1.87% Feb 2, 2026 - Feb 6, 2026 | -5.38% Jan 18, 2011 - Jan 26, 2011 |
| #11 | -1.80% Jul 25, 2025 - Aug 5, 2025 | -4.83% Feb 28, 2011 - Mar 3, 2011 |
| #12 | -1.69% Jan 13, 2026 - Jan 26, 2026 | -4.56% Feb 7, 2011 - Feb 14, 2011 |
| #13 | -1.60% Apr 27, 2026 - Apr 30, 2026 | -4.13% Feb 23, 2011 - Feb 28, 2011 |
| #14 | -1.46% Aug 13, 2025 - Sep 4, 2025 | -3.38% Jan 3, 2011 - Jan 11, 2011 |
| #15 | -1.37% Jun 6, 2025 - Jun 24, 2025 | -3.09% Feb 14, 2011 - Feb 16, 2011 |
Correlation
Correlation between YOKE and ERX is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2008 - 2026)
YOKE vs ERX dividend yield comparison.
| Year | YOKE | ERX |
|---|---|---|
| 2026 | 0.39% | 0.75% |
| 2025 | 0.76% | 2.54% |
| 2024 | 0.00% | 2.94% |
| 2023 | 0.00% | 3.17% |
| 2022 | 0.00% | 2.23% |
| 2021 | 0.00% | 2.16% |
| 2020 | 0.00% | 2.35% |
| 2019 | 0.00% | 0.16% |
| 2018 | 0.00% | 0.31% |
| 2017 | 0.00% | 0.09% |
| 2010 | 0.00% | 0.07% |
| 2009 | 0.00% | 1.23% |
| 2008 | 0.00% | 0.00% |
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