YOKE vs. TEXN
YOKE (Yoke Core ETF) and TEXN (iShares Texas Equity ETF) are both Large Cap Blend Equities funds. YOKE is actively managed, while TEXN is passively managed. A 0.55 correlation means they provide meaningful diversification when combined. YOKE charges 0.30%/yr vs 0.20%/yr for TEXN.
Performance
YOKE vs. TEXN - Performance Comparison
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Returns By Period
In the year-to-date period, YOKE achieves a 15.00% return, which is significantly lower than TEXN's 21.99% return.
YOKE
- 1D
- -2.62%
- 1M
- 0.79%
- YTD
- 15.00%
- 6M
- 14.85%
- 1Y
- 23.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TEXN
- 1D
- -3.30%
- 1M
- 2.72%
- YTD
- 21.99%
- 6M
- 19.72%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
YOKE vs. TEXN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
YOKE Yoke Core ETF | 15.00% | 6.19% |
TEXN iShares Texas Equity ETF | 21.99% | 8.16% |
Correlation
The correlation between YOKE and TEXN is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 25, 2025 | 0.55 |
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Return for Risk
YOKE vs. TEXN — Risk / Return Rank
YOKE
TEXN
YOKE vs. TEXN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Yoke Core ETF (YOKE) and iShares Texas Equity ETF (TEXN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| YOKE | TEXN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.33 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.85 | — | — |
| Martin ratioReturn relative to average drawdown | 12.40 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| YOKE | TEXN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.84 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.18 | 2.34 | -1.16 |
Drawdowns
YOKE vs. TEXN - Drawdown Comparison
The maximum YOKE drawdown since its inception was -14.35%, which is greater than TEXN's maximum drawdown of -6.34%. Use the drawdown chart below to compare losses from any high point for YOKE and TEXN.
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Drawdown Indicators
| YOKE | TEXN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.35% | -6.34% | -8.01% |
Max Drawdown (1Y)Largest decline over 1 year | -8.57% | — | — |
Current DrawdownCurrent decline from peak | -2.62% | -3.36% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -1.79% | -1.13% | -0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.96% | — | — |
Volatility
YOKE vs. TEXN - Volatility Comparison
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Volatility by Period
| YOKE | TEXN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.29% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.31% | 14.57% | -1.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.10% | 14.57% | +2.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.10% | 14.57% | +2.53% |
YOKE vs. TEXN - Expense Ratio Comparison
YOKE has a 0.30% expense ratio, which is higher than TEXN's 0.20% expense ratio.
Dividends
YOKE vs. TEXN - Dividend Comparison
YOKE's dividend yield for the trailing twelve months is around 0.81%, less than TEXN's 1.05% yield.
| Position | TTM | 2025 |
|---|---|---|
TEXN iShares Texas Equity ETF | 1.05% | 0.86% |
YOKE Yoke Core ETF | 0.81% | 0.76% |
Frequently Asked Questions
YOKE and TEXN have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TEXN is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TEXN is cheaper with a 0.20% expense ratio, compared with 0.30% for YOKE.
TEXN has the higher dividend yield at 1.05%, compared with 0.81% for YOKE.
They also come from different issuers: Yoke and iShares. Their fees differ too: 0.30% for YOKE and 0.20% for TEXN.
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