NULC vs SOFX

Comparison between NUVEEN ESG LARGE-CAP ETF (NULC, ETF) and DEFIANCE DAILY TARGET 2X LONG SOFI ETF (SOFX, ETF).

NULC vs SOFX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NULC(ETF)	SOFX(ETF)
Net Assets	$57M	$57M
Expense Ratio	0.21%	N/A
Max Drawdown	34.86%	85.03%
Sharpe Ratio	1.38	0.37
5Y Beta	0.95	4.66
P/E Ratio	29.68	N/A
Forward P/E	22.93	N/A
PEG Ratio	0.54	N/A
5Y Dividends CAGR	28.20%	N/A
5Y EPS CAGR	28.83%	N/A
Debt to Equity	-14.39%	N/A
P/S Ratio	3.65	N/A
P/B Ratio	5.61	N/A

Net Assets

NULC

$57M

Winner

SOFX

$57M

Expense Ratio

NULC

0.21%

SOFX

N/A

Max Drawdown

Winner

NULC

34.86%

SOFX

85.03%

Sharpe Ratio

Winner

NULC

1.38

SOFX

0.37

5Y Beta

Winner

NULC

0.95

SOFX

4.66

P/E Ratio

NULC

29.68

SOFX

N/A

Forward P/E

NULC

22.93

SOFX

N/A

PEG Ratio

NULC

0.54

SOFX

N/A

5Y Dividends CAGR

NULC

28.20%

SOFX

N/A

5Y EPS CAGR

NULC

28.83%

SOFX

N/A

Debt to Equity

NULC

-14.39%

SOFX

N/A

P/S Ratio

NULC

3.65

SOFX

N/A

P/B Ratio

NULC

5.61

SOFX

N/A

NULC vs SOFX - Holdings Comparison

NULC and SOFX have 0 common holdings. Overlap is 0.00%

NULC's top 25 holdings weight is 53.19%. SOFX's top 25 holdings weight is 3.54%.

Rank	NULC	SOFX
#1	NVIDIA CORP (NVDA) - 9.80%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.54%
#2	ALPHABET INC CLASS C (GOOG) - 4.42%	N/A
#3	BROADCOM INC (AVGO) - 4.25%	N/A
#4	ALPHABET INC CLASS A (GOOGL) - 3.54%	N/A
#5	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.30%	N/A
#6	WESTERN DIGITAL CORP (WDC) - 2.11%	N/A
#7	COSTCO WHOLESALE CORP (COST) - 2.02%	N/A
#8	VISA INC CLASS A (V) - 1.83%	N/A
#9	GE VERNOVA INC (GEV) - 1.79%	N/A
#10	COCA-COLA CO (KO) - 1.73%	N/A
#11	MASTERCARD INC CLASS A (MA) - 1.67%	N/A
#12	MORGAN STANLEY (MS) - 1.62%	N/A
#13	PROCTER & GAMBLE CO (PG) - 1.52%	N/A
#14	ADVANCED MICRO DEVICES INC (AMD) - 1.49%	N/A
#15	WELLTOWER INC (WELL) - 1.38%	N/A
#16	EATON CORP PLC (ETN) - 1.33%	N/A
#17	TJX COMPANIES INC (TJX) - 1.29%	N/A
#18	MERCK & CO INC (MRK) - 1.27%	N/A
#19	MCDONALD'S CORP (MCD) - 1.17%	N/A
#20	UBER TECHNOLOGIES INC (UBER) - 1.15%	N/A
#21	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.15%	N/A
#22	PARKER HANNIFIN CORP (PH) - 1.15%	N/A
#23	PALO ALTO NETWORKS INC (PANW) - 1.11%	N/A
#24	GENERAL MOTORS CO (GM) - 1.06%	N/A
#25	SALESFORCE INC (CRM) - 1.04%	N/A
Total Holdings	137	1

NULC vs SOFX - Historical Returns

Returns include dividend reinvestment.

Period	NULC	SOFX
1 month	+2.10%	-4.85%
3 months	+10.37%	-39.93%
6 months	+10.29%	-74.33%
1 year	+23.28%	-20.17%
5 years(CAGR)	+10.78%	N/A
Max(CAGR)	+15.21%	-45.69%

Winner

NULC

+2.10%

SOFX

-4.85%

Winner

NULC

+10.37%

SOFX

-39.93%

Winner

NULC

+10.29%

SOFX

-74.33%

Winner

NULC

+23.28%

SOFX

-20.17%

5Y(CAGR)

NULC

+10.78%

SOFX

N/A

Max(CAGR)

Winner

NULC

+15.21%

SOFX

-45.69%

NULC vs SOFX - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	NULC	SOFX
2026	+10.69%	-72.94%
2025	+16.03%	+44.74%
2024	+19.28%	N/A
2023	+22.98%	N/A
2022	-20.16%	N/A
2021	+27.44%	N/A
2020	+21.57%	N/A
2019	+16.89%	N/A

NULC vs SOFX Drawdown Comparison

The maximum drawdown for NULC was -34.86%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

The maximum drawdown for SOFX was -83.19%, occurring on May 19, 2026. This drawdown has not yet recovered.

The current NULC drawdown is -3.40%. The current SOFX drawdown is -81.95%.

Rank	NULC	SOFX
#1	-34.86% Feb 19, 2020 - Aug 12, 2020	-83.19% Oct 28, 2025 - May 19, 2026
#2	-27.85% Nov 8, 2021 - Feb 2, 2024	-76.67% Jan 23, 2025 - Jul 10, 2025
#3	-18.49% Dec 4, 2024 - Jun 26, 2025	-29.12% Sep 22, 2025 - Oct 28, 2025
#4	-8.91% Jan 29, 2026 - Apr 15, 2026	-13.90% Aug 18, 2025 - Aug 22, 2025
#5	-8.86% Sep 2, 2020 - Nov 9, 2020	-12.97% Aug 25, 2025 - Sep 12, 2025
#6	-8.75% Jul 16, 2024 - Sep 16, 2024	-12.14% Jul 31, 2025 - Aug 12, 2025
#7	-6.24% Mar 28, 2024 - May 21, 2024	-10.22% Jul 17, 2025 - Jul 29, 2025
#8	-5.65% Oct 28, 2025 - Dec 10, 2025	-4.54% Aug 13, 2025 - Aug 18, 2025
#9	-5.57% Jul 24, 2019 - Sep 12, 2019	-4.31% Jul 29, 2025 - Jul 31, 2025
#10	-5.34% Sep 3, 2021 - Oct 21, 2021	-4.18% Sep 15, 2025 - Sep 18, 2025
#11	-5.32% Feb 16, 2021 - Mar 15, 2021	-3.55% Jan 21, 2025 - Jan 23, 2025
#12	-4.20% Apr 26, 2021 - Jun 4, 2021	-3.55% Jul 14, 2025 - Jul 16, 2025
#13	-3.95% Jan 20, 2021 - Feb 4, 2021	N/A
#14	-3.72% Sep 12, 2019 - Oct 21, 2019	N/A
#15	-3.42% Dec 11, 2025 - Jan 6, 2026	N/A