YOKE vs FDM
Comparison between YOKE CORE ETF (YOKE, ETF) and FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND (FDM, ETF).
YOKE vs FDM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
YOKE
$266M
FDM
$265M
Expense Ratio
Winner
YOKE
0.31%
FDM
0.60%
Max Drawdown
Winner
YOKE
14.43%
FDM
64.00%
Sharpe Ratio
Winner
YOKE
1.25
FDM
1.23
5Y Beta
Winner
YOKE
0.87
FDM
0.92
P/E Ratio
YOKE
26.20
Winner
FDM
21.32
Forward P/E
YOKE
21.44
Winner
FDM
12.11
PEG Ratio
YOKE
0.43
FDM
N/A
5Y Dividends CAGR
YOKE
N/A
FDM
13.54%
5Y EPS CAGR
Winner
YOKE
18.21%
FDM
6.08%
Debt to Equity
Winner
YOKE
75.08%
FDM
80.21%
P/S Ratio
YOKE
3.17
Winner
FDM
0.93
P/B Ratio
YOKE
6.03
Winner
FDM
1.51
YOKE vs FDM - Holdings Comparison
YOKE and FDM have 1 common holdings. Overlap is 0.04%
YOKE's top 25 holdings weight is 50.45%. FDM's top 25 holdings weight is 33.63%.
| Rank | YOKE | FDM |
|---|---|---|
| #1 | n/a (PLTR) - 4.20% | STOKE THERAPEUTICS INC (STOK) - 2.29% |
| #2 | AXON ENTERPRISE INC (AXON) - 3.02% | TETRA TECHNOLOGIES INC (TTI) - 1.92% |
| #3 | GE AEROSPACE (GE) - 2.93% | NWPX INFRASTRUCTURE INC (NWPX) - 1.81% |
| #4 | MICROSOFT CORP (MSFT) - 2.79% | DAUCH CORP (DCH) - 1.61% |
| #5 | NETFLIX INC (NFLX) - 2.51% | DOUGLAS DYNAMICS INC (PLOW) - 1.56% |
| #6 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 2.29% | UNITED FIRE GROUP INC (UFCS) - 1.45% |
| #7 | NRG ENERGY INC (NRG) - 2.22% | DELUXE CORP (DLX) - 1.37% |
| #8 | APPLE INC (AAPL) - 2.08% | USA TODAY CO INC (TDAY) - 1.35% |
| #9 | TAPESTRY INC (TPR) - 2.05% | OIL-DRI CORP OF AMERICA (ODC) - 1.31% |
| #10 | HOWMET AEROSPACE INC (HWM) - 2.03% | UNIVERSAL INSURANCE HOLDINGS INC (UVE) - 1.30% |
| #11 | BOOKING HOLDINGS INC (BKNG) - 2.02% | HORIZON BANCORP (IN) (HBNC) - 1.28% |
| #12 | BOSTON SCIENTIFIC CORP (BSX) - 1.97% | BUSINESS FIRST BANCSHARES INC (BFST) - 1.26% |
| #13 | META PLATFORMS INC CLASS A (META) - 1.92% | CENTRAL PACIFIC FINANCIAL CORP (CPF) - 1.25% |
| #14 | AMAZON.COM INC (AMZN) - 1.84% | CNB FINANCIAL CORP (CCNE) - 1.24% |
| #15 | ALPHABET INC CLASS A (GOOGL) - 1.75% | AMERICAN PUBLIC EDUCATION INC (APEI) - 1.23% |
| #16 | GLOBE LIFE INC (GL) - 1.75% | LSI INDUSTRIES INC (LYTS) - 1.22% |
| #17 | INTUITIVE SURGICAL INC (ISRG) - 1.70% | TRUSTCO BANK CORP N Y (TRST) - 1.20% |
| #18 | NVIDIA CORP (NVDA) - 1.51% | HANMI FINANCIAL CORP (HAFC) - 1.20% |
| #19 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.51% | GENCO SHIPPING & TRADING LTD (GNK) - 1.19% |
| #20 | WELLTOWER INC (WELL) - 1.48% | FIRST FINANCIAL CORP (THFF) - 1.15% |
| #21 | MASTERCARD INC CLASS A (MA) - 1.47% | CAMDEN NATIONAL CORP (CAC) - 1.15% |
| #22 | EMCOR GROUP INC (EME) - 1.40% | KOPPERS HOLDINGS INC (KOP) - 1.08% |
| #23 | JOHNSON & JOHNSON (JNJ) - 1.39% | NUTEX HEALTH INC (NUTX) - 1.07% |
| #24 | PROCTER & GAMBLE CO (PG) - 1.31% | WHITESTONE REIT (WSR) - 1.07% |
| #25 | TARGA RESOURCES CORP (TRGP) - 1.31% | GOLD.COM INC (GOLD) - 1.07% |
| Total Holdings | 218 | 149 |
YOKE vs FDM - Historical Returns
Returns include dividend reinvestment.
1M
YOKE
-3.07%
Winner
FDM
+2.46%
3M
Winner
YOKE
+7.11%
FDM
+5.02%
6M
Winner
YOKE
+13.15%
FDM
+9.38%
1Y
YOKE
+22.70%
Winner
FDM
+29.78%
5Y(CAGR)
YOKE
N/A
FDM
+10.61%
10Y(CAGR)
YOKE
N/A
FDM
+11.76%
Max(CAGR)
Winner
YOKE
+20.03%
FDM
+8.81%
YOKE vs FDM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | YOKE | FDM |
|---|---|---|
| 2026 | +16.42% | +16.76% |
| 2025 | +9.95% | +18.79% |
| 2024 | N/A | +13.46% |
| 2023 | N/A | +13.27% |
| 2022 | N/A | -12.56% |
| 2021 | N/A | +37.09% |
| 2020 | N/A | -3.63% |
| 2019 | N/A | +25.23% |
| 2018 | N/A | -13.54% |
| 2017 | N/A | +8.17% |
| 2016 | N/A | +39.60% |
| 2015 | N/A | +1.80% |
| 2014 | N/A | +5.36% |
| 2013 | N/A | +40.37% |
| 2012 | N/A | +13.50% |
| 2011 | N/A | -10.89% |
| 2010 | N/A | +22.46% |
| 2009 | N/A | +20.05% |
| 2008 | N/A | -31.20% |
| 2007 | N/A | -7.21% |
| 2006 | N/A | +14.35% |
| 2005 | N/A | +2.51% |
YOKE vs FDM Drawdown Comparison
The maximum drawdown for YOKE was -14.35%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.
The maximum drawdown for FDM was -63.45%, occurring on Mar 9, 2009. Recovery took 1411 trading sessions.
The current YOKE drawdown is -3.07%. The current FDM drawdown is -2.38%.
| Rank | YOKE | FDM |
|---|---|---|
| #1 | -14.35% Feb 24, 2025 - May 13, 2025 | -63.45% Jul 12, 2007 - Feb 19, 2013 |
| #2 | -8.57% Feb 25, 2026 - Apr 9, 2026 | -47.76% Aug 22, 2018 - Jan 7, 2021 |
| #3 | -5.68% Oct 27, 2025 - Dec 24, 2025 | -23.75% Nov 11, 2021 - Jul 15, 2024 |
| #4 | -4.65% Jun 22, 2026 - Jul 17, 2026 | -23.46% Dec 11, 2024 - Jul 2, 2025 |
| #5 | -3.67% Jun 4, 2026 - Jun 12, 2026 | -17.78% Jun 23, 2015 - Jul 12, 2016 |
| #6 | -2.92% Sep 22, 2025 - Oct 27, 2025 | -14.47% May 5, 2006 - Nov 15, 2006 |
| #7 | -2.72% May 11, 2026 - May 26, 2026 | -12.49% Jul 3, 2014 - Dec 23, 2014 |
| #8 | -2.28% May 19, 2025 - Jun 6, 2025 | -11.32% Jul 31, 2024 - Nov 6, 2024 |
| #9 | -1.94% Dec 24, 2025 - Jan 6, 2026 | -10.25% Mar 15, 2021 - Nov 1, 2021 |
| #10 | -1.87% Feb 2, 2026 - Feb 6, 2026 | -9.30% Feb 9, 2026 - Apr 14, 2026 |
| #11 | -1.80% Jul 25, 2025 - Aug 5, 2025 | -9.30% Dec 24, 2013 - Mar 4, 2014 |
| #12 | -1.69% Jan 13, 2026 - Jan 26, 2026 | -8.54% Jan 4, 2017 - Jul 3, 2017 |
| #13 | -1.60% Apr 27, 2026 - Apr 30, 2026 | -8.43% Apr 2, 2014 - Jul 3, 2014 |
| #14 | -1.46% Aug 13, 2025 - Sep 4, 2025 | -8.34% Jan 19, 2018 - May 9, 2018 |
| #15 | -1.37% Jun 6, 2025 - Jun 24, 2025 | -7.92% Feb 22, 2007 - Apr 17, 2007 |
Correlation
Correlation between YOKE and FDM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2005 - 2026)
YOKE vs FDM dividend yield comparison.
| Year | YOKE | FDM |
|---|---|---|
| 2026 | 0.39% | 0.66% |
| 2025 | 0.76% | 1.43% |
| 2024 | 0.00% | 1.56% |
| 2023 | 0.00% | 1.81% |
| 2022 | 0.00% | 1.80% |
| 2021 | 0.00% | 1.08% |
| 2020 | 0.00% | 1.68% |
| 2019 | 0.00% | 1.37% |
| 2018 | 0.00% | 1.26% |
| 2017 | 0.00% | 0.97% |
| 2016 | 0.00% | 1.13% |
| 2015 | 0.00% | 1.45% |
| 2014 | 0.00% | 0.75% |
| 2013 | 0.00% | 0.83% |
| 2012 | 0.00% | 1.75% |
| 2011 | 0.00% | 0.80% |
| 2010 | 0.00% | 0.38% |
| 2009 | 0.00% | 0.56% |
| 2008 | 0.00% | 1.19% |
| 2007 | 0.00% | 0.61% |
| 2006 | 0.00% | 0.23% |
| 2005 | 0.00% | 0.09% |
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