PCLG vs SOFX

Comparison between Polen Focus Growth ETF (PCLG, ETF) and DEFIANCE DAILY TARGET 2X LONG SOFI ETF (SOFX, ETF).

PCLG vs SOFX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PCLG(ETF)	SOFX(ETF)
Net Assets	$98M	$98M
Expense Ratio	0.49%	N/A
Max Drawdown	23.80%	85.03%
Sharpe Ratio	-1.13	-0.34
5Y Beta	1.02	4.59
P/E Ratio	34.40	N/A
Forward P/E	23.66	N/A
PEG Ratio	0.58	N/A
5Y EPS CAGR	27.93%	N/A
Debt to Equity	33.92%	N/A
P/S Ratio	7.09	N/A
P/B Ratio	9.26	N/A

Net Assets

Winner

PCLG

$98M

SOFX

$98M

Expense Ratio

PCLG

0.49%

SOFX

N/A

Max Drawdown

Winner

PCLG

23.80%

SOFX

85.03%

Sharpe Ratio

PCLG

-1.13

Winner

SOFX

-0.34

5Y Beta

Winner

PCLG

1.02

SOFX

4.59

P/E Ratio

PCLG

34.40

SOFX

N/A

Forward P/E

PCLG

23.66

SOFX

N/A

PEG Ratio

PCLG

0.58

SOFX

N/A

5Y EPS CAGR

PCLG

27.93%

SOFX

N/A

Debt to Equity

PCLG

33.92%

SOFX

N/A

P/S Ratio

PCLG

7.09

SOFX

N/A

P/B Ratio

PCLG

9.26

SOFX

N/A

PCLG vs SOFX - Holdings Comparison

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

PCLG's top 25 holdings weight is 97.34%. SOFX's top 25 holdings weight is 9.78%.

Rank	PCLG	SOFX
#1	MICROSOFT CORP (MSFT) - 7.93%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 9.78%
#2	BROADCOM INC (AVGO) - 7.48%	N/A
#3	ORACLE CORP (ORCL) - 7.29%	N/A
#4	ALPHABET INC CLASS C (GOOG) - 6.63%	N/A
#5	ELI LILLY AND CO (LLY) - 6.41%	N/A
#6	AMAZON.COM INC (AMZN) - 6.27%	N/A
#7	SERVICENOW INC (NOW) - 5.87%	N/A
#8	NVIDIA CORP (NVDA) - 4.86%	N/A
#9	VISA INC CLASS A (V) - 4.86%	N/A
#10	MASTERCARD INC CLASS A (MA) - 4.55%	N/A
#11	SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 4.40%	N/A
#12	MSCI INC (MSCI) - 3.66%	N/A
#13	STARBUCKS CORP (SBUX) - 3.10%	N/A
#14	COSTAR GROUP INC (CSGP) - 2.61%	N/A
#15	IDEXX LABORATORIES INC (IDXX) - 2.58%	N/A
#16	LAM RESEARCH CORP (LRCX) - 2.50%	N/A
#17	SYNOPSYS INC (SNPS) - 2.24%	N/A
#18	UNITED STATES DOLLAR (n/a) - 2.11%	N/A
#19	ZOETIS INC CLASS A (ZTS) - 2.10%	N/A
#20	AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.03%	N/A
#21	INTUITIVE SURGICAL INC (ISRG) - 1.86%	N/A
#22	META PLATFORMS INC CLASS A (META) - 1.81%	N/A
#23	ACCENTURE PLC CLASS A (ACN) - 1.75%	N/A
#24	UBER TECHNOLOGIES INC (UBER) - 1.25%	N/A
#25	AON PLC CLASS A (AON) - 1.19%	N/A
Total Holdings	28	1

PCLG vs SOFX - Historical Returns

Returns include dividend reinvestment.

Period	PCLG	SOFX
1 month	+0.26%	+2.87%
3 months	-2.91%	-24.36%
6 months	-8.57%	-63.53%
1 year	-13.19%	-59.60%
Max(CAGR)	-16.11%	-37.37%

PCLG

+0.26%

Winner

SOFX

+2.87%

Winner

PCLG

-2.91%

SOFX

-24.36%

Winner

PCLG

-8.57%

SOFX

-63.53%

Winner

PCLG

-13.19%

SOFX

-59.60%

Max(CAGR)

Winner

PCLG

-16.11%

SOFX

-37.37%

PCLG vs SOFX - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	PCLG	SOFX
2026	-11.14%	-68.93%
2025	-1.09%	+44.74%

PCLG vs SOFX Drawdown Comparison

The maximum drawdown for PCLG was -23.78%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

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

The current PCLG drawdown is -16.08%. The current SOFX drawdown is -79.28%.

Rank	PCLG	SOFX
#1	-23.78% Oct 28, 2025 - Mar 27, 2026	-83.19% Oct 28, 2025 - May 19, 2026
#2	-2.61% Oct 8, 2025 - Oct 24, 2025	-76.67% Jan 23, 2025 - Jul 10, 2025
#3	-0.20% Oct 6, 2025 - Oct 8, 2025	-29.12% Sep 22, 2025 - Oct 28, 2025
#4	N/A	-13.90% Aug 18, 2025 - Aug 22, 2025
#5	N/A	-12.97% Aug 25, 2025 - Sep 12, 2025
#6	N/A	-12.14% Jul 31, 2025 - Aug 12, 2025
#7	N/A	-10.22% Jul 17, 2025 - Jul 29, 2025
#8	N/A	-4.54% Aug 13, 2025 - Aug 18, 2025
#9	N/A	-4.31% Jul 29, 2025 - Jul 31, 2025
#10	N/A	-4.18% Sep 15, 2025 - Sep 18, 2025
#11	N/A	-3.55% Jan 21, 2025 - Jan 23, 2025
#12	N/A	-3.55% Jul 14, 2025 - Jul 16, 2025