YOKE vs XSLV
Comparison between YOKE CORE ETF (YOKE, ETF) and INVESCO S&P SMALLCAP LOW VOLATILITY ETF (XSLV, ETF).
YOKE vs XSLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
YOKE
$235M
XSLV
$234M
Expense Ratio
YOKE
0.31%
Winner
XSLV
0.25%
Max Drawdown
Winner
YOKE
14.43%
XSLV
45.26%
Sharpe Ratio
Winner
YOKE
1.55
XSLV
0.85
5Y Beta
YOKE
0.86
Winner
XSLV
0.58
P/E Ratio
YOKE
25.59
Winner
XSLV
17.76
Forward P/E
YOKE
21.15
Winner
XSLV
15.74
PEG Ratio
YOKE
0.40
XSLV
N/A
5Y Dividends CAGR
YOKE
N/A
XSLV
2.08%
5Y EPS CAGR
Winner
YOKE
18.14%
XSLV
5.13%
Debt to Equity
YOKE
75.01%
Winner
XSLV
39.54%
P/S Ratio
YOKE
3.11
Winner
XSLV
1.72
P/B Ratio
YOKE
5.91
Winner
XSLV
1.41
YOKE vs XSLV - Holdings Comparison
YOKE and XSLV have 1 common holdings. Overlap is 0.00%
YOKE's top 25 holdings weight is 50.45%. XSLV's top 25 holdings weight is 26.61%.
| Rank | YOKE | XSLV |
|---|---|---|
| #1 | n/a (PLTR) - 4.20% | FIRST BANCORP (FBP) - 1.52% |
| #2 | AXON ENTERPRISE INC (AXON) - 3.02% | n/a (PECO) - 1.24% |
| #3 | GE AEROSPACE (GE) - 2.93% | FOUR CORNERS PROPERTY TRUST INC (FCPT) - 1.18% |
| #4 | MICROSOFT CORP (MSFT) - 2.79% | AVISTA CORP (AVA) - 1.16% |
| #5 | NETFLIX INC (NFLX) - 2.51% | ELLINGTON FINANCIAL INC (EFC) - 1.13% |
| #6 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 2.29% | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 1.11% |
| #7 | NRG ENERGY INC (NRG) - 2.22% | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 1.11% |
| #8 | APPLE INC (AAPL) - 2.08% | NORTHWEST NATURAL HOLDING CO (NWN) - 1.09% |
| #9 | TAPESTRY INC (TPR) - 2.05% | SAUL CENTERS INC (BFS) - 1.06% |
| #10 | HOWMET AEROSPACE INC (HWM) - 2.03% | LTC PROPERTIES INC (LTC) - 1.06% |
| #11 | BOOKING HOLDINGS INC (BKNG) - 2.02% | n/a (ARI) - 1.06% |
| #12 | BOSTON SCIENTIFIC CORP (BSX) - 1.97% | CURBLINE PROPERTIES CORP (CURB) - 1.04% |
| #13 | META PLATFORMS INC CLASS A (META) - 1.92% | CITY HOLDING CO (CHCO) - 1.03% |
| #14 | AMAZON.COM INC (AMZN) - 1.84% | GETTY REALTY CORP (GTY) - 1.01% |
| #15 | ALPHABET INC CLASS A (GOOGL) - 1.75% | AMERICAN STATES WATER CO (AWR) - 1.01% |
| #16 | GLOBE LIFE INC (GL) - 1.75% | URBAN EDGE PROPERTIES (UE) - 1.01% |
| #17 | INTUITIVE SURGICAL INC (ISRG) - 1.70% | HORACE MANN EDUCATORS CORP (HMN) - 1.01% |
| #18 | NVIDIA CORP (NVDA) - 1.51% | MGE ENERGY INC (MGEE) - 0.99% |
| #19 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.51% | CHESAPEAKE UTILITIES CORP (CPK) - 0.99% |
| #20 | WELLTOWER INC (WELL) - 1.48% | WESTAMERICA BANCORP (WABC) - 0.98% |
| #21 | MASTERCARD INC CLASS A (MA) - 1.47% | ASSURED GUARANTY LTD (AGO) - 0.98% |
| #22 | EMCOR GROUP INC (EME) - 1.40% | SAFETY INSURANCE GROUP INC (SAFT) - 0.97% |
| #23 | JOHNSON & JOHNSON (JNJ) - 1.39% | APPLE HOSPITALITY REIT INC (APLE) - 0.96% |
| #24 | PROCTER & GAMBLE CO (PG) - 1.31% | BRADY CORP CLASS A (BRC) - 0.96% |
| #25 | TARGA RESOURCES CORP (TRGP) - 1.31% | UNIVERSAL HEALTH REALTY INCOME TRUST (UHT) - 0.95% |
| Total Holdings | 218 | 120 |
YOKE vs XSLV - Historical Returns
Returns include dividend reinvestment.
1M
YOKE
+2.85%
Winner
XSLV
+4.68%
3M
Winner
YOKE
+14.79%
XSLV
+9.02%
6M
Winner
YOKE
+18.37%
XSLV
+10.43%
1Y
Winner
YOKE
+26.98%
XSLV
+15.51%
5Y(CAGR)
YOKE
N/A
XSLV
+3.87%
10Y(CAGR)
YOKE
N/A
XSLV
+5.99%
Max(CAGR)
Winner
YOKE
+22.53%
XSLV
+7.95%
YOKE vs XSLV - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | YOKE | XSLV |
|---|---|---|
| 2026 | +17.26% | +11.68% |
| 2025 | +9.95% | +1.00% |
| 2024 | N/A | +9.74% |
| 2023 | N/A | +0.99% |
| 2022 | N/A | -12.21% |
| 2021 | N/A | +30.14% |
| 2020 | N/A | -17.01% |
| 2019 | N/A | +22.71% |
| 2018 | N/A | -5.35% |
| 2017 | N/A | +8.33% |
| 2016 | N/A | +34.46% |
| 2015 | N/A | +3.05% |
| 2014 | N/A | +12.21% |
| 2013 | N/A | +25.16% |
YOKE vs XSLV Drawdown Comparison
The maximum drawdown for YOKE was -14.35%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.
The maximum drawdown for XSLV was -44.30%, occurring on Mar 23, 2020. Recovery took 451 trading sessions.
| Rank | YOKE | XSLV |
|---|---|---|
| #1 | -14.35% Feb 24, 2025 - May 13, 2025 | -44.30% Jan 17, 2020 - Nov 1, 2021 |
| #2 | -8.57% Feb 25, 2026 - Apr 9, 2026 | -24.74% Jan 4, 2022 - Nov 6, 2024 |
| #3 | -5.68% Oct 27, 2025 - Dec 24, 2025 | -18.67% Aug 31, 2018 - Sep 13, 2019 |
| #4 | -3.67% Jun 4, 2026 - Jun 12, 2026 | -18.34% Nov 25, 2024 - Feb 5, 2026 |
| #5 | -2.92% Sep 22, 2025 - Oct 27, 2025 | -11.04% Dec 1, 2015 - Mar 30, 2016 |
| #6 | -2.72% May 11, 2026 - May 26, 2026 | -9.75% Nov 29, 2017 - May 24, 2018 |
| #7 | -2.28% May 19, 2025 - Jun 6, 2025 | -8.88% Jul 16, 2015 - Oct 23, 2015 |
| #8 | -1.94% Dec 24, 2025 - Jan 6, 2026 | -7.54% Jul 1, 2014 - Oct 30, 2014 |
| #9 | -1.87% Feb 2, 2026 - Feb 6, 2026 | -7.46% Feb 6, 2026 - Apr 17, 2026 |
| #10 | -1.80% Jul 25, 2025 - Aug 5, 2025 | -6.47% Jul 23, 2013 - Oct 11, 2013 |
| #11 | -1.69% Jan 13, 2026 - Jan 26, 2026 | -6.38% Sep 7, 2016 - Nov 11, 2016 |
| #12 | -1.60% Apr 27, 2026 - Apr 30, 2026 | -6.11% Nov 11, 2021 - Dec 27, 2021 |
| #13 | -1.46% Aug 13, 2025 - Sep 4, 2025 | -5.91% Jan 22, 2014 - Mar 4, 2014 |
| #14 | -1.37% Jun 6, 2025 - Jun 24, 2025 | -5.76% Apr 2, 2014 - Jun 6, 2014 |
| #15 | -1.33% May 6, 2026 - May 11, 2026 | -5.62% Mar 23, 2015 - Jul 16, 2015 |
Correlation
Correlation between YOKE and XSLV is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2013 - 2026)
YOKE vs XSLV dividend yield comparison.
| Year | YOKE | XSLV |
|---|---|---|
| 2026 | 0.21% | 0.59% |
| 2025 | 0.76% | 2.14% |
| 2024 | 0.00% | 2.55% |
| 2023 | 0.00% | 2.35% |
| 2022 | 0.00% | 2.78% |
| 2021 | 0.00% | 1.05% |
| 2020 | 0.00% | 2.49% |
| 2019 | 0.00% | 2.43% |
| 2018 | 0.00% | 2.75% |
| 2017 | 0.00% | 1.87% |
| 2016 | 0.00% | 1.96% |
| 2015 | 0.00% | 2.20% |
| 2014 | 0.00% | 2.39% |
| 2013 | 0.00% | 1.59% |
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