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QXQ vs SOVF

Comparison between SGI ENHANCED NASDAQ-100 ETF (QXQ, ETF) and SOVEREIGN'S CAPITAL FLOURISH FUND (SOVF, ETF).

QXQ vs SOVF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
QXQ
$92M
Winner
SOVF
$93M
Expense Ratio
QXQ
0.98%
Winner
SOVF
0.75%
Max Drawdown
QXQ
24.61%
Winner
SOVF
21.97%
Sharpe Ratio
Winner
QXQ
1.75
SOVF
-0.40
5Y Beta
QXQ
1.18
Winner
SOVF
0.84
P/E Ratio
QXQ
N/A
SOVF
-223.64
Forward P/E
QXQ
N/A
SOVF
12.64
PEG Ratio
QXQ
N/A
SOVF
-0.01
5Y EPS CAGR
QXQ
N/A
SOVF
10.09%
Debt to Equity
QXQ
N/A
SOVF
-6.24%
P/S Ratio
QXQ
N/A
SOVF
0.99
P/B Ratio
QXQ
N/A
SOVF
2.59

QXQ vs SOVF - Holdings Comparison

QXQ and SOVF have 0 common holdings. Overlap is 0.00%

QXQ's top 25 holdings weight is 3.88%. SOVF's top 25 holdings weight is 66.87%.

RankQXQSOVF
#1
INVESCO QQQ TRUST (QQQ) - 2.37%
MOLINA HEALTHCARE INC (MOH) - 4.72%
#2
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.51%
PAYCOM SOFTWARE INC (PAYC) - 3.84%
#3N/A
n/a (RPAY) - 3.79%
#4N/A
VISTRA CORP (VST) - 3.70%
#5N/A
INSPERITY INC (NSP) - 3.64%
#6N/A
ALKAMI TECHNOLOGY INC (ALKT) - 3.54%
#7N/A
FISERV INC (FISV) - 3.33%
#8N/A
GRAND CANYON EDUCATION INC (LOPE) - 3.21%
#9N/A
EURONET WORLDWIDE INC (EEFT) - 2.94%
#10N/A
OPTION CARE HEALTH INC (OPCH) - 2.66%
#11N/A
SPS COMMERCE INC (SPSC) - 2.56%
#12N/A
PROGRESSIVE CORP (PGR) - 2.49%
#13N/A
AMERICAN FINANCIAL GROUP INC (AFG) - 2.42%
#14N/A
UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.42%
#15N/A
DIODES INC (DIOD) - 2.41%
#16N/A
PRIMERICA INC (PRI) - 2.38%
#17N/A
LCI INDUSTRIES INC (LCII) - 2.34%
#18N/A
PAYLOCITY HOLDING CORP (PCTY) - 1.98%
#19N/A
ARTHUR J. GALLAGHER & CO (AJG) - 1.96%
#20N/A
CISCO SYSTEMS INC (CSCO) - 1.95%
#21N/A
QUALCOMM INC (QCOM) - 1.87%
#22N/A
US PHYSICAL THERAPY INC (USPH) - 1.74%
#23N/A
TRIUMPH FINANCIAL INC (TFIN) - 1.69%
#24N/A
n/a (FIS) - 1.67%
#25N/A
CBRE GROUP INC CLASS A (CBRE) - 1.62%
Total Holdings277

QXQ vs SOVF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
QXQ
+1.97%
SOVF
+1.42%
3M
Winner
QXQ
+21.08%
SOVF
+5.16%
6M
Winner
QXQ
+17.78%
SOVF
-1.34%
1Y
Winner
QXQ
+37.44%
SOVF
-3.31%
Max(CAGR)
Winner
QXQ
+24.03%
SOVF
+6.52%

QXQ vs SOVF - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearQXQSOVF
2026+17.35%-1.72%
2025+19.94%-3.91%
2024+9.64%+9.59%
2023N/A+16.18%

QXQ vs SOVF Drawdown Comparison

The maximum drawdown for QXQ was -22.52%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The maximum drawdown for SOVF was -21.74%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current QXQ drawdown is -3.44%. The current SOVF drawdown is -13.62%.

RankQXQSOVF
#1-22.52%
Feb 19, 2025 - Jun 30, 2025
-21.74%
Dec 2, 2024 - Apr 8, 2025
#2-12.20%
Jan 28, 2026 - Apr 15, 2026
-7.77%
Mar 28, 2024 - Jul 15, 2024
#3-11.54%
Jul 10, 2024 - Oct 14, 2024
-6.94%
Jul 31, 2024 - Nov 6, 2024
#4-7.52%
Oct 29, 2025 - Jan 27, 2026
-5.85%
Oct 17, 2023 - Nov 14, 2023
#5-6.78%
Jun 2, 2026 - Jun 10, 2026
-5.01%
Dec 27, 2023 - Feb 15, 2024
#6-6.18%
Dec 16, 2024 - Feb 14, 2025
-3.50%
Nov 11, 2024 - Nov 21, 2024
#7-5.59%
Nov 13, 2024 - Dec 2, 2024
-3.01%
Jul 16, 2024 - Jul 26, 2024
#8-3.55%
Oct 8, 2025 - Oct 20, 2025
-2.11%
Feb 15, 2024 - Mar 7, 2024
#9-2.71%
Oct 29, 2024 - Nov 6, 2024
-1.87%
Oct 10, 2023 - Oct 17, 2023
#10-2.66%
Aug 13, 2025 - Sep 9, 2025
-1.38%
Dec 19, 2023 - Dec 22, 2023
#11-2.58%
Jul 28, 2025 - Aug 8, 2025
-1.22%
Mar 21, 2024 - Mar 27, 2024
#12-2.53%
May 14, 2026 - May 26, 2026
-1.07%
Mar 13, 2024 - Mar 20, 2024
#13-1.93%
Jun 17, 2024 - Jul 2, 2024
-0.77%
Nov 25, 2024 - Dec 2, 2024
#14-1.67%
Oct 14, 2024 - Oct 29, 2024
-0.68%
Dec 4, 2023 - Dec 8, 2023
#15-1.37%
Sep 22, 2025 - Oct 1, 2025
-0.66%
Nov 20, 2023 - Nov 24, 2023

Correlation

Correlation between QXQ and SOVF is -0.36 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.36
-101

Dividend Comparison (2023 - 2026)

QXQ vs SOVF dividend yield comparison.

YearQXQSOVF
20260.19%0.00%
202518.21%0.77%
20241.97%0.30%
20230.00%0.18%

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