YOKE yields 0.92% · RYLD yields 12.14%● Live data
📍 RYLD pulled ahead of the other in Year 1
Combined, YOKE + RYLD cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of YOKE + RYLD for your $10,000?
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 →The Global X Russell 2000 Covered Call ETF (RYLD) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe Russell 2000 BuyWrite Index.
Full RYLD Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.