YOKE yields 0.92% · PEP yields 3.63%● Live data
📍 PEP pulled ahead of the other in Year 1
Combined, YOKE + PEP cover 0 of 12 months — good coverage
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YOKE is an actively managed ETF that invests tactically across broad US and non-US equity markets. It aims to hold one-third of its assets in each of the following strategies based on: i) momentum, ii) quality, and ii) risk-on/ risk-off environment. For momentum, the fund identifies the current stage of the business cycle and selects securities that display positive momentum. For quality, the fund employs proprietary qualitative and quantitative fundamental indicators to assess attractiveness and future returns. Lastly, the risk-on/risk-off strategy adjusts investments based on market valuations and risk levels, shifting towards defensive equity positions when necessary. While the fund generally buys securities directly, it may also invest in cost-efficient ETFs. Foreign exposure is typically attained through investments in ADRs and GDRs, as well as ETFs with exposure to developed market equities. Portfolio holdings are generally sold at the discretion of the adviser.
Full YOKE Calculator →PepsiCo, Inc. manufactures, markets, distributes, and sells various beverages and convenient foods worldwide. The company operates through seven segments: Frito-Lay North America; Quaker Foods North America; PepsiCo Beverages North America; Latin America; Europe; Africa, Middle East and South Asia; and Asia Pacific, Australia and New Zealand and China Region. It provides dips, cheese-flavored snacks, and spreads, as well as corn, potato, and tortilla chips; cereals, rice, pasta, mixes and syrups, granola bars, grits, oatmeal, rice cakes, simply granola, and side dishes; beverage concentrates, fountain syrups, and finished goods; ready-to-drink tea, coffee, and juices; dairy products; and sparkling water makers and related products. It serves wholesale and other distributors, foodservice customers, grocery stores, drug stores, convenience stores, discount/dollar stores, mass merchandisers, membership stores, hard discounters, e-commerce retailers and authorized independent bottlers, and others through a network of direct-store-delivery, customer warehouse, and distributor networks, as well as directly to consumers through e-commerce platforms and retailers. The company was founded in 1898 and is headquartered in Purchase, New York.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.