ACEP vs SOFX
Comparison between ARS CORE EQUITY PORTFOLIO ETF (ACEP, ETF) and DEFIANCE DAILY TARGET 2X LONG SOFI ETF (SOFX, ETF).
ACEP vs SOFX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ACEP vs SOFX - Holdings Comparison
ACEP and SOFX have 1 common holdings. Overlap is 4.70%
ACEP's top 25 holdings weight is 80.69%. SOFX's top 25 holdings weight is 9.78%.
| Rank | ACEP | SOFX |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.70% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 9.78% |
| #2 | LAM RESEARCH CORP (LRCX) - 4.42% | N/A |
| #3 | BROADCOM INC (AVGO) - 4.21% | N/A |
| #4 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 4.19% | N/A |
| #5 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 4.11% | N/A |
| #6 | PARKER HANNIFIN CORP (PH) - 3.90% | N/A |
| #7 | JPMORGAN CHASE & CO (JPM) - 3.70% | N/A |
| #8 | TARGA RESOURCES CORP (TRGP) - 3.48% | N/A |
| #9 | BARRICK MINING CORP (n/a) - 3.46% | N/A |
| #10 | CHEVRON CORP (CVX) - 3.28% | N/A |
| #11 | BLACKSTONE INC (BX) - 3.18% | N/A |
| #12 | GOLAR LNG LTD (GLNG) - 3.07% | N/A |
| #13 | SOUTHERN COPPER CORP (SCCO) - 3.05% | N/A |
| #14 | RTX CORP (RTX) - 3.00% | N/A |
| #15 | JOHNSON & JOHNSON (JNJ) - 2.87% | N/A |
| #16 | ARTHUR J. GALLAGHER & CO (AJG) - 2.86% | N/A |
| #17 | MCDONALD'S CORP (MCD) - 2.80% | N/A |
| #18 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.80% | N/A |
| #19 | CRH PLC (CRH) - 2.76% | N/A |
| #20 | NOVO NORDISK AS ADR (NVO) - 2.58% | N/A |
| #21 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.58% | N/A |
| #22 | QUALCOMM INC (QCOM) - 2.54% | N/A |
| #23 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.44% | N/A |
| #24 | EOG RESOURCES INC (EOG) - 2.39% | N/A |
| #25 | BROOKFIELD ASSET MANAGEMENT LTD ORDINARY SHARES CLASS A (BAM) - 2.32% | N/A |
| Total Holdings | 38 | 1 |
ACEP vs SOFX - Historical Returns
Returns include dividend reinvestment.
ACEP vs SOFX - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | ACEP | SOFX |
|---|---|---|
| 2026 | +19.40% | -68.93% |
| 2025 | +7.88% | +44.74% |
ACEP vs SOFX Drawdown Comparison
The maximum drawdown for ACEP was -7.06%, occurring on Mar 30, 2026. Recovery took 47 trading sessions.
The maximum drawdown for SOFX was -83.19%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current ACEP drawdown is -3.16%. The current SOFX drawdown is -79.28%.
| Rank | ACEP | SOFX |
|---|---|---|
| #1 | -7.06% Jan 29, 2026 - Apr 8, 2026 | -83.19% Oct 28, 2025 - May 19, 2026 |
| #2 | -5.33% Jun 2, 2026 - Jun 10, 2026 | -76.67% Jan 23, 2025 - Jul 10, 2025 |
| #3 | -3.06% May 11, 2026 - May 22, 2026 | -29.12% Sep 22, 2025 - Oct 28, 2025 |
| #4 | -2.69% Dec 11, 2025 - Dec 24, 2025 | -13.90% Aug 18, 2025 - Aug 22, 2025 |
| #5 | -2.39% Apr 17, 2026 - May 5, 2026 | -12.97% Aug 25, 2025 - Sep 12, 2025 |
| #6 | -2.18% Jan 6, 2026 - Jan 12, 2026 | -12.14% Jul 31, 2025 - Aug 12, 2025 |
| #7 | -1.63% Dec 26, 2025 - Jan 5, 2026 | -10.22% Jul 17, 2025 - Jul 29, 2025 |
| #8 | -1.51% Jan 16, 2026 - Jan 26, 2026 | -4.54% Aug 13, 2025 - Aug 18, 2025 |
| #9 | -0.79% May 6, 2026 - May 8, 2026 | -4.31% Jul 29, 2025 - Jul 31, 2025 |
| #10 | -0.72% Nov 28, 2025 - Dec 5, 2025 | -4.18% Sep 15, 2025 - Sep 18, 2025 |
| #11 | -0.66% May 26, 2026 - May 29, 2026 | -3.55% Jan 21, 2025 - Jan 23, 2025 |
| #12 | -0.39% Jan 12, 2026 - Jan 15, 2026 | -3.55% Jul 14, 2025 - Jul 16, 2025 |
| #13 | -0.35% Apr 14, 2026 - Apr 17, 2026 | N/A |
Correlation
Correlation between ACEP and SOFX is -0.82 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
Dividend Comparison (2025 - 2025)
ACEP vs SOFX dividend yield comparison.
| Year | ACEP | SOFX |
|---|---|---|
| 2025 | 0.14% | 12.67% |
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