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PFDE vs LFGY

Comparison between PATHFINDER DISCIPLINED US EQUITY ETF (PFDE, ETF) and YIELDMAX(R) CRYPTO INDUSTRY & TECH PORTFOLIO OPTION INCOME ETF (LFGY, ETF).

PFDE vs LFGY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PFDE
$138M
LFGY
$138M
Expense Ratio
Winner
PFDE
0.59%
LFGY
1.02%
Max Drawdown
Winner
PFDE
10.49%
LFGY
65.03%
Sharpe Ratio
Winner
PFDE
1.22
LFGY
0.20
5Y Beta
Winner
PFDE
1.16
LFGY
1.67
P/E Ratio
PFDE
27.45
Winner
LFGY
-15.95
Forward P/E
PFDE
19.79
Winner
LFGY
16.86
PEG Ratio
PFDE
0.29
LFGY
N/A
5Y EPS CAGR
PFDE
29.57%
LFGY
N/A
Debt to Equity
Winner
PFDE
44.63%
LFGY
82.00%
P/S Ratio
Winner
PFDE
3.41
LFGY
5.36
P/B Ratio
PFDE
6.25
Winner
LFGY
2.77

PFDE vs LFGY - Holdings Comparison

PFDE and LFGY have 2 common holdings. Overlap is 1.27%

PFDE's top 25 holdings weight is 68.05%. LFGY's top 25 holdings weight is 106.08%.

RankPFDELFGY
#1
NVIDIA CORP (NVDA) - 10.33%
IBIT 08/21/2026 10.01 C (n/a) - 8.47%
#2
APPLE INC (AAPL) - 6.24%
n/a (CORZ) - 6.70%
#3
AMAZON.COM INC (AMZN) - 5.72%
HUT 8 CORP (HUT) - 6.16%
#4
MICROSOFT CORP (MSFT) - 5.07%
RIOT PLATFORMS INC (RIOT) - 6.01%
#5
BROADCOM INC (AVGO) - 4.61%
CIPHER DIGITAL INC (CIFR) - 5.99%
#6
MICRON TECHNOLOGY INC (MU) - 4.15%
NVIDIA CORP (NVDA) - 5.58%
#7
ALPHABET INC CLASS A (GOOGL) - 3.21%
OPERA LTD ADR (OPRA) - 5.17%
#8
ALPHABET INC CLASS C (GOOG) - 2.41%
BLOCK INC CLASS A (XYZ) - 5.13%
#9
CITIGROUP INC (C) - 2.32%
n/a (GLXY) - 4.53%
#10
ADVANCED MICRO DEVICES INC (AMD) - 2.17%
MARA HOLDINGS INC (MARA) - 4.42%
#11
MASTERCARD INC CLASS A (MA) - 2.03%
PAYPAL HOLDINGS INC (PYPL) - 4.25%
#12
META PLATFORMS INC CLASS A (META) - 1.74%
CLEANSPARK INC (CLSK) - 4.20%
#13
BOEING CO (BA) - 1.70%
ROBINHOOD MARKETS INC CLASS A (HOOD) - 4.03%
#14
CUMMINS INC (CMI) - 1.67%
IREN LTD (IREN) - 3.99%
#15
MERCK & CO INC (MRK) - 1.62%
STRATEGY INC CLASS A (MSTR) - 3.81%
#16
ABBVIE INC (ABBV) - 1.60%
n/a (CRCL) - 3.70%
#17
BOOKING HOLDINGS INC (BKNG) - 1.48%
MERCADOLIBRE INC (MELI) - 3.15%
#18
HCA HEALTHCARE INC (HCA) - 1.43%
n/a (BTDR) - 3.03%
#19
CHEVRON CORP (CVX) - 1.33%
HOOD US 06/18/26 C30 (n/a) - 2.74%
#20
FORD MOTOR CO (F) - 1.27%
n/a (COIN) - 2.68%
#21
SANDISK CORP ORDINARY SHARES (SNDK) - 1.22%
n/a (FIGR) - 2.67%
#22
ROSS STORES INC (ROST) - 1.21%
NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 2.62%
#23
TESLA INC (TSLA) - 1.20%
ISHARES ETHEREUM TRUST ETF (ETHA) - 2.61%
#24
BANK OF AMERICA CORP (BAC) - 1.17%
BITMINE IMMERSION TECHNOLOGIES INC (BMNR) - 2.47%
#25
FEDEX CORP (FDX) - 1.15%
BULLISH (BLSH) - 1.97%
Total Holdings85124

PFDE vs LFGY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PFDE
+0.69%
LFGY
-3.36%
3M
PFDE
+13.71%
Winner
LFGY
+20.55%
6M
Winner
PFDE
+10.45%
LFGY
+6.62%
1Y
PFDE
N/A
LFGY
+5.58%
Max(CAGR)
Winner
PFDE
+24.94%
LFGY
+3.87%

PFDE vs LFGY - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearPFDELFGY
2026+10.36%+10.15%
2025+0.00%-8.07%

PFDE vs LFGY Drawdown Comparison

The maximum drawdown for PFDE was -10.37%, occurring on Mar 30, 2026. Recovery took 52 trading sessions.

The maximum drawdown for LFGY was -35.83%, occurring on Feb 5, 2026. This drawdown has not yet recovered.

The current PFDE drawdown is -2.72%. The current LFGY drawdown is -12.26%.

RankPFDELFGY
#1-10.37%
Jan 28, 2026 - Apr 14, 2026
-35.83%
Oct 15, 2025 - Feb 5, 2026
#2-5.42%
Jun 2, 2026 - Jun 10, 2026
-34.64%
Jan 24, 2025 - Jul 2, 2025
#3-3.25%
Jan 12, 2026 - Jan 27, 2026
-11.25%
Jul 17, 2025 - Sep 18, 2025
#4-3.11%
May 14, 2026 - May 26, 2026
-4.08%
Oct 9, 2025 - Oct 15, 2025
#5-1.04%
Apr 27, 2026 - May 1, 2026
-3.16%
Sep 22, 2025 - Sep 29, 2025
#6-0.93%
Apr 17, 2026 - Apr 22, 2026
-2.54%
Jul 3, 2025 - Jul 16, 2025
#7-0.71%
May 6, 2026 - May 8, 2026
-0.99%
Oct 6, 2025 - Oct 8, 2025
#8-0.61%
Apr 22, 2026 - Apr 24, 2026
-0.70%
Jan 17, 2025 - Jan 24, 2025
#9-0.37%
May 1, 2026 - May 5, 2026
-0.54%
Sep 18, 2025 - Sep 22, 2025
#10-0.32%
Jan 6, 2026 - Jan 9, 2026
-0.05%
Sep 29, 2025 - Oct 1, 2025
#11-0.25%
May 11, 2026 - May 13, 2026
N/A

Correlation

Correlation between PFDE and LFGY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2025 - 2026)

PFDE vs LFGY dividend yield comparison.

YearPFDELFGY
20260.11%24.96%
20250.00%94.90%

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