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YOKEvsBALQETF Comparison

ETF 1

YOKE

YOKE Core ETF

This fund is part of

Uncategorized Equities

+0.91%

Full YOKE fund page

VS

ETF 2

BALQ

iShares Nasdaq Premium Income Active ETF

This fund is part of

Options Strategies

+0.46%

Full BALQ fund page

YOKE Core ETF (YOKE) belongs to the Uncategorized Equities segment. iShares Nasdaq Premium Income Active ETF (BALQ) is part of the Options Strategies segment. YOKE's top 3 sector exposures are Information Technology, Industrials and Consumer Discretionary. In contrast, BALQ's top sector exposures are Information Technology, Communication Services and Consumer Discretionary. YOKE is more expensive with a Total Expense Ratio (TER) of 0.42%, versus 0.35% for BALQ. YOKE is up 10.39% year-to-date (YTD) with -$2M in YTD flows. BALQ performs worse with 7.25% YTD performance, and +$545K in YTD flows. Run a side-by-side ETF comparison of YOKE and BALQ below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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YOKE vs BALQ performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/17/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	YOKE BALQ	+5.97%+7.73%	+7.85%+7.79%	+10.39%+7.25%	+32.95%n/a	n/an/a	n/an/a
Flows	YOKE BALQ	-$1M-$941K	-$2M+$545K	-$2M+$545K	-$10M-	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	YOKE BALQ	+17.84%+20.30%	+13.22%n/a	n/an/a	n/an/a
Max drawdown	YOKE BALQ	-8.58%-11.77%	-8.58%n/a	n/an/a	n/an/a
Max drawdown duration	YOKE BALQ	42d75d	42dn/a	n/an/a	n/an/a

Trading data

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	YOKE	BALQ
Last sale 4/17/2026 at 1:30 PM	$29.99	$51.45
Previous close 04/16/2026	$29.57	$50.84
Consolidated volume 04/16/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 4/17/2026 at 1:30 PM

Live

Closed

	YOKE	BALQ
Last price	$29.99	$51.45
1D performance	+1.40%	+1.19%
AuM	$221.58 M	$11.83 M
E/R	0.42%	0.35%

Characteristics

	YOKE	BALQ
Management strategy	Active	Active
Provider	Smart Money Group	iShares
Benchmark	-	-
N° of holdings	45	101
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	February 21, 2025	December 3, 2025
ESG	No	No

More YOKE data on Trackinsight

More BALQ data on Trackinsight

Exposure

Countries

YOKE

USA

96.4%

Other

3.6%

BALQ

USA

95.91%

Other

4.09%

Sectors

YOKE

Information Techn.

21.48%

Industrials

16.54%

Consumer Discreti.

16.03%

Financials

9.79%

Communication Ser.

8.08%

Other

28.08%

BALQ

Information Techn.

48.05%

Communication Ser.

16.27%

Consumer Discreti.

9.85%

Consumer Staples

7.99%

Other

17.84%

Diversification

YOKE

Total weight of top 15 holdings out of 15

46.81%

BALQ

Total weight of top 15 holdings out of 15

64.72%

Top 15 holdings

Data as of February 28, 2026

YOKE

ALPHABET INC-CL

4.27%

EMCOR GROUP

3.90%

TJX

3.82%

NVIDIA

3.68%

GENERAL ELECTRIC

3.53%

JOHNSON&JOHNSON

3.08%

TERADYNE

3.07%

USN070592100

3.05%

TAPESTRY INC

3.01%

US66987V1098

2.90%

HOWMET AEROSPACE INC

2.62%

EXXON

2.57%

NRG ENERGY

2.52%

PALANTIR TECHNOLOGIES

2.40%

META PLATFORMS

2.39%

BALQ

NVIDIA

9.01%

APPLE

8.44%

MICROSOFT-T

6.93%

AMAZON.COM INC

5.30%

ALPHABET INC-CL

4.07%

META PLATFORMS

3.77%

BROADCOM LIMITED

3.49%

TESLA

3.35%

COSTCO WHOLESALE

3.34%

ALPHABET INC-CL

3.15%

MICRON TECHNOLOGY

3.12%

APPLIED MATERIAL

3.12%

WALMART INC

3.06%

US5128073062

2.44%

NETFLIX

2.11%

Frequently asked questions about YOKE and BALQ

How have the YOKE and BALQ ETFs performed in 2026?

As of April 17, 2026, YOKE is up 10.39% year-to-date (YTD), while BALQ has returned 7.25%. That puts YOKE better performer ahead so far this year.

Which ETF is attracting more investor money: YOKE or BALQ?

Year-to-date, the YOKE ETF saw -$2M in flows, compared to +$545K for BALQ.

Which ETF is bigger: YOKE or BALQ?

As of April 17, 2026, YOKE holds $221.58 M in assets under management (AUM), while BALQ manages $11.83 M.

What sectors do the YOKE and BALQ ETFs invest in?

YOKE leans toward sectors like Information Technology, Industrials and Consumer Discretionary. Meanwhile, BALQ focuses on Information Technology, Communication Services and Consumer Discretionary.

YOKEvsBALQETF Comparison

YOKE Core ETF

iShares Nasdaq Premium Income Active ETF

YOKE vs BALQ performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the YOKE and BALQ ETFs performed in 2026?

As of April 17, 2026, YOKE is up 10.39% year-to-date (YTD), while BALQ has returned 7.25%. That puts YOKE better performer ahead so far this year.

Which ETF is attracting more investor money: YOKE or BALQ?

Year-to-date, the YOKE ETF saw -$2M in flows, compared to +$545K for BALQ.

Which ETF is bigger: YOKE or BALQ?

As of April 17, 2026, YOKE holds $221.58 M in assets under management (AUM), while BALQ manages $11.83 M.

What sectors do the YOKE and BALQ ETFs invest in?

YOKE leans toward sectors like Information Technology, Industrials and Consumer Discretionary. Meanwhile, BALQ focuses on Information Technology, Communication Services and Consumer Discretionary.

What are the top holdings of the YOKE ETF and BALQ ETF?

YOKE top holdings include ALPHABET INC-CL, EMCOR GROUP and TJX. BALQ holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: YOKE or BALQ?

YOKE holds 49 securities with 46.81% of its assets in the top 15. BALQ has 112 securities and a top 15 weight of 64.72%.

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