SEMG vs USOY

Comparison between SUNCOAST SELECT GROWTH ETF (SEMG, ETF) and DEFIANCE OIL ENHANCED OPTIONS INCOME ETF (USOY, ETF).

SEMG vs USOY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SEMG(ETF)	USOY(ETF)
Net Assets	$62M	$62M
Expense Ratio	0.60%	1.12%
Max Drawdown	90.74%	68.34%
Sharpe Ratio	-0.19	1.16
5Y Beta	0.91	0.13
P/E Ratio	28.79	N/A
Forward P/E	23.65	N/A
PEG Ratio	0.52	N/A
5Y EPS CAGR	37.48%	N/A
Debt to Equity	34.05%	N/A
P/S Ratio	3.06	N/A
P/B Ratio	8.82	N/A

Net Assets

SEMG

$62M

Winner

USOY

$62M

Expense Ratio

Winner

SEMG

0.60%

USOY

1.12%

Max Drawdown

SEMG

90.74%

Winner

USOY

68.34%

Sharpe Ratio

SEMG

-0.19

Winner

USOY

1.16

5Y Beta

SEMG

0.91

Winner

USOY

0.13

P/E Ratio

SEMG

28.79

USOY

N/A

Forward P/E

SEMG

23.65

USOY

N/A

PEG Ratio

SEMG

0.52

USOY

N/A

5Y EPS CAGR

SEMG

37.48%

USOY

N/A

Debt to Equity

SEMG

34.05%

USOY

N/A

P/S Ratio

SEMG

3.06

USOY

N/A

P/B Ratio

SEMG

8.82

USOY

N/A

SEMG vs USOY - Holdings Comparison

SEMG and USOY have 1 common holdings. Overlap is 2.99%

SEMG's top 25 holdings weight is 99.98%. USOY's top 25 holdings weight is 8.11%.

Rank	SEMG	USOY
#1	ALPHABET INC CLASS A (GOOGL) - 13.73%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 8.01%
#2	NVIDIA CORP (NVDA) - 11.85%	UNITED STATES OIL (USO) - 0.10%
#3	MICROSOFT CORP (MSFT) - 7.80%	N/A
#4	VISA INC CLASS A (V) - 5.42%	N/A
#5	BROADCOM INC (AVGO) - 5.34%	N/A
#6	APPLE INC (AAPL) - 5.03%	N/A
#7	W.W. GRAINGER INC (GWW) - 4.66%	N/A
#8	MCKESSON CORP (MCK) - 4.53%	N/A
#9	ELI LILLY AND CO (LLY) - 4.30%	N/A
#10	MASTERCARD INC CLASS A (MA) - 3.53%	N/A
#11	STRYKER CORP (SYK) - 3.37%	N/A
#12	META PLATFORMS INC CLASS A (META) - 3.31%	N/A
#13	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.99%	N/A
#14	S&P GLOBAL INC (SPGI) - 2.83%	N/A
#15	APPLIED MATERIALS INC (AMAT) - 2.74%	N/A
#16	SERVICENOW INC (NOW) - 2.49%	N/A
#17	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.43%	N/A
#18	INTUIT INC (INTU) - 2.41%	N/A
#19	AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.25%	N/A
#20	EATON CORP PLC (ETN) - 2.00%	N/A
#21	AMPHENOL CORP CLASS A (APH) - 1.89%	N/A
#22	TJX COMPANIES INC (TJX) - 1.84%	N/A
#23	AON PLC CLASS A (AON) - 1.79%	N/A
#24	UBER TECHNOLOGIES INC (UBER) - 1.46%	N/A
#25	OTHER ASSETS AND LIABILITIES (n/a) - -0.01%	N/A
Total Holdings	25	2

SEMG vs USOY - Historical Returns

Returns include dividend reinvestment.

Period	SEMG	USOY
1 month	-1.16%	-9.50%
3 months	+4.55%	+7.09%
6 months	-3.80%	+49.86%
1 year	+0.20%	+41.25%
5 years(CAGR)	+8.86%	N/A
10 years(CAGR)	+1.95%	N/A
Max(CAGR)	+3.77%	+20.48%

Winner

SEMG

-1.16%

USOY

-9.50%

SEMG

+4.55%

Winner

USOY

+7.09%

SEMG

-3.80%

Winner

USOY

+49.86%

SEMG

+0.20%

Winner

USOY

+41.25%

5Y(CAGR)

SEMG

+8.86%

USOY

N/A

10Y(CAGR)

SEMG

+1.95%

USOY

N/A

Max(CAGR)

SEMG

+3.77%

Winner

USOY

+20.48%

SEMG vs USOY - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SEMG	USOY
2026	-3.85%	+49.12%
2025	+8.27%	-8.48%
2024	N/A	+7.42%
2019	+22.39%	N/A
2018	-51.20%	N/A
2017	-23.76%	N/A
2016	+59.94%	N/A
2015	-57.09%	N/A
2014	+8.81%	N/A
2013	+63.27%	N/A
2012	+46.97%	N/A
2011	-4.89%	N/A
2010	+18.13%	N/A

SEMG vs USOY Drawdown Comparison

The maximum drawdown for SEMG was -86.19%, occurring on Aug 27, 2019. This drawdown has not yet recovered.

The maximum drawdown for USOY was -17.38%, occurring on Apr 8, 2025. Recovery took 272 trading sessions.

The current SEMG drawdown is -54.65%. The current USOY drawdown is -12.50%.

Rank	SEMG	USOY
#1	-86.19% Sep 3, 2014 - Aug 27, 2019	-17.38% Jan 17, 2025 - Feb 19, 2026
#2	-46.65% Mar 23, 2011 - Aug 3, 2012	-14.20% Jul 5, 2024 - Dec 30, 2024
#3	-11.56% Oct 17, 2012 - Jan 2, 2013	-13.88% Apr 6, 2026 - Apr 29, 2026
#4	-10.71% May 20, 2013 - Jul 5, 2013	-12.50% May 19, 2026 - Jun 12, 2026
#5	-10.04% Jul 8, 2013 - Oct 16, 2013	-8.85% Apr 29, 2026 - May 19, 2026
#6	-7.50% Dec 31, 2013 - Feb 28, 2014	-6.18% Mar 20, 2026 - Mar 27, 2026
#7	-6.79% Apr 11, 2013 - May 2, 2013	-5.84% May 28, 2024 - Jun 20, 2024
#8	-5.99% Apr 3, 2014 - May 23, 2014	-2.51% May 17, 2024 - May 28, 2024
#9	-5.82% Jul 23, 2014 - Aug 11, 2014	-1.96% May 13, 2024 - May 17, 2024
#10	-5.78% Mar 4, 2014 - Apr 3, 2014	-1.83% Mar 6, 2026 - Mar 10, 2026
#11	-5.74% Aug 17, 2012 - Sep 14, 2012	-1.25% Mar 18, 2026 - Mar 20, 2026
#12	-5.56% Nov 26, 2013 - Dec 20, 2013	-0.97% Mar 30, 2026 - Apr 2, 2026
#13	-5.48% Feb 13, 2013 - Mar 5, 2013	-0.72% Jun 24, 2024 - Jun 27, 2024
#14	-4.98% Nov 19, 2010 - Dec 7, 2010	-0.70% Jan 7, 2025 - Jan 10, 2025
#15	-4.95% Oct 22, 2013 - Nov 26, 2013	-0.35% Jan 3, 2025 - Jan 7, 2025

Correlation

Correlation between SEMG and USOY is -0.51 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.51

-101

Dividend Comparison (2013 - 2026)

SEMG vs USOY dividend yield comparison.

Year	SEMG	USOY
2026	0.00%	23.60%
2025	0.05%	104.32%
2024	0.00%	48.60%
2019	12.58%	0.00%
2018	13.72%	0.00%
2017	5.96%	0.00%
2016	5.89%	0.00%
2015	5.51%	0.00%
2014	1.51%	0.00%
2013	0.92%	0.00%

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SEMG vs USOY

SEMG vs USOY - Performance Comparison

Key Characteristics

SEMG vs USOY - Holdings Comparison

SEMG vs USOY - Historical Returns

SEMG vs USOY - Annual Returns (2010 - 2026)

SEMG vs USOY Drawdown Comparison

Correlation

Dividend Comparison (2013 - 2026)

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