YOKE

ETFActive

YOKE Core ETF

Category: US Equity (9,528 funds)

Expense Ratio
0.30%
Annual Cost per $10K
$30.00
30-Year Fee Drag per $10K
$6,149
at 7% annual return
Fund Type
ETF
Active

Asset Allocation

US Equity
91%
Intl Equity
8%
Real Estate
1%

Fee Comparison

YOKE
0.30%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

72% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+9.73%9 months
Compare to

Fee Impact Calculator

$
%
YOKE at 0.30%$349,867
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$30,746
Cost vs index fund−$27,558

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
YOKEYOKE Core ETF0.30%
AWSHXWashington Mutual Investors Fund0.31%
FCNKXFidelity Contrafund0.56%
AMCFXAMCAP Fund0.43%
AFMFXAmerican Mutual Fund0.57%
AICCXInvestment Co of America0.32%
FCTDXStrategic Advisers Fidelity U.S. Total Stock Fund0.28%
FLCNXFidelity Contrafund K60.45%
VPMAXVANGUARD PRIMECAP FUND0.31%
FGCKXFidelity Growth Company Fund0.45%
MFEKXMFS Growth Fund0.49%
IWDiShares Russell 1000 Value ETF0.18%
FZAHXFidelity Advisor Growth Opportunities Fund0.37%
FMAEXFidelity Magellan Fund0.62%
FRISXFranklin Rising Dividends Fund0.52%
FDTRXFranklin Dynatech Fund0.45%
FSMDXFidelity Mid Cap Index Fund0.03%
JLGMXJPMorgan Large Cap Growth Fund0.94%
FSKAXFidelity Total Market Index Fund0.01%
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
XLIThe Industrial Select Sector SPDR Fund0.08%
IJHiShares Core S&P Mid-Cap ETF0.05%
MEIAXMFS Value Fund0.79%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
IWRiShares Russell Mid-Cap ETF0.18%
SCHDSchwab U.S. Dividend Equity ETF0.06%
FBCCXFidelity Blue Chip Growth Fund0.97%
TRZDXT. Rowe Price Dividend Growth Fund, Inc.0.49%
QQQMInvesco NASDAQ 100 ETF0.15%
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
VEIRXVANGUARD EQUITY INCOME FUND0.18%
VWNAXVANGUARD WINDSOR II FUND0.23%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
USMViShares MSCI USA Min Vol Factor ETF0.15%
FCFMXFidelity Series Total Market Index Fund0.00%
QUALiShares MSCI USA Quality Factor ETF0.15%
BBGLXBridge Builder Large Cap Growth Fund0.19%
ITOTiShares Core S&P Total U.S. Stock Market ETF0.03%
XLFThe Financial Select Sector SPDR Fund0.08%
FBCGXFidelity Blue Chip Growth K6 Fund0.45%
DFEOXU.S. CORE EQUITY 1 PORTFOLIO$1M min0.15%
DFQTXU.S. CORE EQUITY 2 PORTFOLIO$1M min0.18%
VDIGXVANGUARD DIVIDEND GROWTH FUND0.22%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
FSMAXFidelity Extended Market Index Fund0.03%
NOBLProShares S&P 500 Dividend Aristocrats ETF0.35%
SDYSPDR(R) S&P(R) Dividend ETF0.35%
OIEFXJPMorgan Equity Income Fund0.95%
BBGSXBridge Builder Small/Mid Cap Growth Fund0.34%
DFACDimensional U.S. Core Equity 2 ETF0.17%
TRZLXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.54%
HNACXHarbor Capital Appreciation Fund0.59%
WFSPXiShares S&P 500 Index Fund0.22%
FGKFXFidelity Growth Company K6 Fund0.45%
VWNEXVANGUARD WINDSOR FUND0.26%
TRZQXT. Rowe Price Equity Income Fund0.53%
DFUVDimensional U.S. Marketwide Value ETF0.21%
JMUEXJPMorgan U.S. Equity Fund0.94%
FNCMXFidelity Nasdaq Composite Index Fund0.29%
IWBiShares Russell 1000 ETF0.15%
JVMAXDisciplined Value Mid Cap Fund0.74%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
XLEThe Energy Select Sector SPDR Fund0.08%
SCHMSchwab U.S. Mid-Cap ETF0.04%
DGROiShares Core Dividend Growth ETF0.08%
PRILXParnassus Core Equity Fund$1M min0.61%
FIFRXFranklin Growth Fund0.46%
COWZPacer US Cash Cows 100 ETF0.49%
NBGAXNeuberger Berman Genesis Fund0.02%
LSITXClearBridge Large Cap Growth Fund0.64%
FCGSXFidelity Series Growth Company Fund0.00%
BBTLXBridge Builder Tax Managed Large Cap Fund0.23%
SCHBSchwab U.S. Broad Market ETF0.03%
OAZMXOakmark Fund0.63%
FSBDXFidelity Series Blue Chip Growth Fund0.00%
PEIYXPutnam Large Cap Value Fund0.63%
FZANXFidelity Advisor New Insights Fund0.53%
SPYVSPDR Portfolio S&P 500 Value ETF0.04%
BBVLXBridge Builder Large Cap Value Fund0.23%
SCHASchwab U.S. Small-Cap ETF0.04%
BAWAXBrown Advisory Sustainable Growth Fund0.60%
XLYThe Consumer Discretionary Select Sector SPDR Fund0.08%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
SCHVSchwab U.S. Large-Cap Value ETF0.04%
IWSiShares Russell Mid-Cap Value ETF0.23%
SPGPInvesco S&P 500 GARP ETF0.36%
JHQAXJPMorgan Hedged Equity Fund0.82%
GETGXVictory Sycamore Established Value Fund0.89%
SWSSXSchwab Small-Cap Index Fund0.04%
FTCSFirst Trust Capital Strength ETF0.52%
IWPiShares Russell Mid-Cap Growth ETF0.23%
FDSSXFidelity Stock Selector Fund0.49%
VAFAXInvesco American Franchise Fund0.93%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
IHIiShares U.S. Medical Devices ETF0.38%
MFRKXMFS Research Fund0.46%
VPCCXVANGUARD PRIMECAP CORE FUND0.45%
PFFiShares Preferred and Income Securities ETF0.45%
FSUVXFidelity SAI U.S. Low Volatility Index Fund0.10%
SPLVInvesco S&P 500 Low Volatility ETF0.25%
FLCOXFidelity Large Cap Value Index Fund0.03%

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