PLTZ vs NBGX

Comparison between Defiance Daily Target 2x Short PLTR ETF (PLTZ, ETF) and NEUBERGER BERMAN GROWTH ETF (NBGX, ETF).

PLTZ vs NBGX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PLTZ(ETF)	NBGX(ETF)
Net Assets	$15M	$15M
Expense Ratio	N/A	0.44%
Max Drawdown	70.28%	21.55%
Sharpe Ratio	-0.18	0.76
5Y Beta	-3.49	1.08
P/E Ratio	N/A	33.18
Forward P/E	N/A	26.79
PEG Ratio	N/A	0.60
5Y EPS CAGR	N/A	33.11%
Debt to Equity	N/A	13.41%
P/S Ratio	N/A	6.58
P/B Ratio	N/A	9.87

Net Assets

PLTZ

$15M

NBGX

$15M

Expense Ratio

PLTZ

N/A

NBGX

0.44%

Max Drawdown

PLTZ

70.28%

Winner

NBGX

21.55%

Sharpe Ratio

PLTZ

-0.18

Winner

NBGX

0.76

5Y Beta

Winner

PLTZ

-3.49

NBGX

1.08

P/E Ratio

PLTZ

N/A

NBGX

33.18

Forward P/E

PLTZ

N/A

NBGX

26.79

PEG Ratio

PLTZ

N/A

NBGX

0.60

5Y EPS CAGR

PLTZ

N/A

NBGX

33.11%

Debt to Equity

PLTZ

N/A

NBGX

13.41%

P/S Ratio

PLTZ

N/A

NBGX

6.58

P/B Ratio

PLTZ

N/A

NBGX

9.87

PLTZ vs NBGX - Holdings Comparison

PLTZ and NBGX have 0 common holdings. Overlap is 0.00%

PLTZ's top 25 holdings weight is 5.73%. NBGX's top 25 holdings weight is 85.15%.

Rank	PLTZ	NBGX
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 5.73%	NVIDIA CORP (NVDA) - 11.19%
#2	N/A	ALPHABET INC CLASS A (GOOGL) - 9.46%
#3	N/A	MICROSOFT CORP (MSFT) - 7.37%
#4	N/A	APPLE INC (AAPL) - 7.19%
#5	N/A	AMAZON.COM INC (AMZN) - 7.17%
#6	N/A	META PLATFORMS INC CLASS A (META) - 4.80%
#7	N/A	BROADCOM INC (AVGO) - 4.54%
#8	N/A	VISA INC CLASS A (V) - 2.74%
#9	N/A	ELI LILLY AND CO (LLY) - 2.67%
#10	N/A	NETFLIX INC (NFLX) - 2.33%
#11	N/A	CATERPILLAR INC (CAT) - 2.15%
#12	N/A	CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.14%
#13	N/A	MASTERCARD INC CLASS A (MA) - 2.13%
#14	N/A	GE AEROSPACE (GE) - 2.02%
#15	N/A	ASML HOLDING NV ADR (ASML) - 1.97%
#16	N/A	COSTCO WHOLESALE CORP (COST) - 1.77%
#17	N/A	THE HOME DEPOT INC (HD) - 1.67%
#18	N/A	NVENT ELECTRIC PLC (NVT) - 1.65%
#19	N/A	SSC GOVERNMENT MM GVMXX (n/a) - 1.57%
#20	N/A	CENTERPOINT ENERGY INC (CNP) - 1.55%
#21	N/A	BROOKFIELD ASSET MANAGEMENT LTD ORDINARY SHARES CLASS A (BAM) - 1.48%
#22	N/A	AMPHENOL CORP CLASS A (APH) - 1.47%
#23	N/A	SYNOPSYS INC (SNPS) - 1.47%
#24	N/A	TJX COMPANIES INC (TJX) - 1.47%
#25	N/A	TESLA INC (TSLA) - 1.18%
Total Holdings	1	53

PLTZ vs NBGX - Historical Returns

Returns include dividend reinvestment.

Period	PLTZ	NBGX
1 month	+2.60%	-1.04%
3 months	+12.80%	+9.71%
6 months	+31.73%	+3.55%
1 year	-48.93%	+14.70%
Max(CAGR)	-54.12%	+12.61%

Winner

PLTZ

+2.60%

NBGX

-1.04%

Winner

PLTZ

+12.80%

NBGX

+9.71%

Winner

PLTZ

+31.73%

NBGX

+3.55%

PLTZ

-48.93%

Winner

NBGX

+14.70%

Max(CAGR)

PLTZ

-54.12%

Winner

NBGX

+12.61%

PLTZ vs NBGX - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	PLTZ	NBGX
2026	+14.52%	+3.26%
2025	-64.39%	+16.30%
2024	N/A	-0.53%

PLTZ vs NBGX Drawdown Comparison

The maximum drawdown for PLTZ was -70.28%, occurring on Jun 1, 2026. This drawdown has not yet recovered.

The maximum drawdown for NBGX was -21.55%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

The current PLTZ drawdown is -54.68%. The current NBGX drawdown is -3.87%.

Rank	PLTZ	NBGX
#1	-70.28% Jun 6, 2025 - Jun 1, 2026	-21.55% Feb 14, 2025 - Jun 24, 2025
#2	N/A	-14.86% Oct 29, 2025 - May 6, 2026
#3	N/A	-5.36% Jun 1, 2026 - Jun 10, 2026
#4	N/A	-4.24% Dec 26, 2024 - Jan 22, 2025
#5	N/A	-3.28% Sep 22, 2025 - Oct 24, 2025
#6	N/A	-2.31% Jan 23, 2025 - Feb 14, 2025
#7	N/A	-2.14% Aug 14, 2025 - Aug 28, 2025
#8	N/A	-2.05% May 14, 2026 - May 27, 2026
#9	N/A	-1.89% Aug 28, 2025 - Sep 4, 2025
#10	N/A	-1.71% Jul 31, 2025 - Aug 4, 2025
#11	N/A	-0.99% Jun 30, 2025 - Jul 3, 2025
#12	N/A	-0.81% Aug 4, 2025 - Aug 6, 2025
#13	N/A	-0.80% Sep 9, 2025 - Sep 15, 2025
#14	N/A	-0.72% Jul 3, 2025 - Jul 9, 2025
#15	N/A	-0.63% Aug 6, 2025 - Aug 12, 2025

Correlation

Correlation between PLTZ and NBGX is -0.64 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.64

-101