YOKE vs LGI

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

YOKE vs LGI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

YOKE

$235M

Winner

LGI

$236M

Expense Ratio

YOKE

0.31%

LGI

N/A

Max Drawdown

Winner

YOKE

14.43%

LGI

67.17%

Sharpe Ratio

Winner

YOKE

1.55

LGI

0.95

5Y Beta

YOKE

0.86

Winner

LGI

0.76

P/E Ratio

YOKE

25.59

LGI

N/A

Forward P/E

YOKE

21.15

LGI

N/A

PEG Ratio

YOKE

0.40

LGI

N/A

5Y Dividends CAGR

YOKE

N/A

LGI

6.28%

5Y EPS CAGR

YOKE

18.14%

LGI

N/A

Debt to Equity

YOKE

75.01%

LGI

N/A

P/S Ratio

YOKE

3.11

LGI

N/A

P/B Ratio

YOKE

5.91

LGI

N/A

YOKE vs LGI - Historical Returns

Returns include dividend reinvestment.

Period	YOKE	LGI
1 month	+2.85%	+2.01%
3 months	+14.79%	+3.13%
6 months	+18.37%	+7.96%
1 year	+26.98%	+19.28%
5 years(CAGR)	N/A	+6.44%
10 years(CAGR)	N/A	+13.43%
Max(CAGR)	+22.53%	+8.27%

Winner

YOKE

+2.85%

LGI

+2.01%

Winner

YOKE

+14.79%

LGI

+3.13%

Winner

YOKE

+18.37%

LGI

+7.96%

Winner

YOKE

+26.98%

LGI

+19.28%

5Y(CAGR)

YOKE

N/A

LGI

+6.44%

10Y(CAGR)

YOKE

N/A

LGI

+13.43%

Max(CAGR)

Winner

YOKE

+22.53%

LGI

+8.27%

YOKE vs LGI - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

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

YOKE vs LGI Drawdown Comparison

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

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

The current LGI drawdown is -7.62%.

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

Correlation

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

0.91

-101

Dividend Comparison (2004 - 2026)

YOKE vs LGI dividend yield comparison.

Year	YOKE	LGI
2026	0.21%	5.20%
2025	0.76%	10.09%
2024	0.00%	9.19%
2023	0.00%	7.32%
2022	0.00%	10.22%
2021	0.00%	9.77%
2020	0.00%	7.18%
2019	0.00%	6.44%
2018	0.00%	19.89%
2017	0.00%	5.45%
2016	0.00%	6.94%
2015	0.00%	8.51%
2014	0.00%	7.89%
2013	0.00%	6.18%
2012	0.00%	7.81%
2011	0.00%	7.86%
2010	0.00%	7.17%
2009	0.00%	6.69%
2008	0.00%	12.06%
2007	0.00%	7.12%
2006	0.00%	10.36%
2005	0.00%	6.74%
2004	0.00%	3.23%