SOFX vs AGNG

Comparison between DEFIANCE DAILY TARGET 2X LONG SOFI ETF (SOFX, ETF) and GLOBAL X AGING POPULATION ETF (AGNG, ETF).

SOFX vs AGNG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOFX(ETF)	AGNG(ETF)
Net Assets	$82M	$82M
Expense Ratio	N/A	0.50%
Max Drawdown	85.03%	30.58%
Sharpe Ratio	0.32	0.51
5Y Beta	4.67	0.52
P/E Ratio	N/A	31.78
Forward P/E	N/A	18.67
5Y Dividends CAGR	N/A	13.61%
5Y EPS CAGR	N/A	10.69%
Debt to Equity	N/A	-55.48%
P/S Ratio	N/A	3.97
P/B Ratio	N/A	3.93

Net Assets

Winner

SOFX

$82M

AGNG

$82M

Expense Ratio

SOFX

N/A

AGNG

0.50%

Max Drawdown

SOFX

85.03%

Winner

AGNG

30.58%

Sharpe Ratio

SOFX

0.32

Winner

AGNG

0.51

5Y Beta

SOFX

4.67

Winner

AGNG

0.52

P/E Ratio

SOFX

N/A

AGNG

31.78

Forward P/E

SOFX

N/A

AGNG

18.67

5Y Dividends CAGR

SOFX

N/A

AGNG

13.61%

5Y EPS CAGR

SOFX

N/A

AGNG

10.69%

Debt to Equity

SOFX

N/A

AGNG

-55.48%

P/S Ratio

SOFX

N/A

AGNG

3.97

P/B Ratio

SOFX

N/A

AGNG

3.93

SOFX vs AGNG - Holdings Comparison

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

SOFX's top 25 holdings weight is 9.92%. AGNG's top 25 holdings weight is 69.82%.

Rank	SOFX	AGNG
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 9.92%	UCB SA (n/a) - 4.80%
#2	N/A	JOHNSON & JOHNSON (JNJ) - 3.84%
#3	N/A	ASTRAZENECA PLC (n/a) - 3.78%
#4	N/A	WELLTOWER INC (WELL) - 3.71%
#5	N/A	MERCK & CO INC (MRK) - 3.65%
#6	N/A	ROCHE HOLDING AG BEARER SHARES (n/a) - 3.28%
#7	N/A	REGENERON PHARMACEUTICALS INC (REGN) - 3.27%
#8	N/A	ELI LILLY AND CO (LLY) - 3.05%
#9	N/A	AMGEN INC (AMGN) - 3.02%
#10	N/A	CHUGAI PHARMACEUTICAL CO LTD (n/a) - 2.91%
#11	N/A	ABBVIE INC (ABBV) - 2.87%
#12	N/A	EDWARDS LIFESCIENCES CORP (EW) - 2.80%
#13	N/A	SANDOZ GROUP AG REGISTERED SHARES (n/a) - 2.70%
#14	N/A	BRISTOL-MYERS SQUIBB CO (BMY) - 2.64%
#15	N/A	VENTAS INC (VTR) - 2.62%
#16	N/A	MEDTRONIC PLC (MDT) - 2.58%
#17	N/A	STRYKER CORP (SYK) - 2.46%
#18	N/A	ALCON INC (ALC) - 2.28%
#19	N/A	BEONE MEDICINES LTD ADR (ONC) - 2.15%
#20	N/A	CELLTRION INC (n/a) - 2.08%
#21	N/A	HANSOH PHARMACEUTICAL GROUP CO LTD (n/a) - 2.05%
#22	N/A	ASTELLAS PHARMA INC (n/a) - 2.03%
#23	N/A	UNITED THERAPEUTICS CORP (UTHR) - 1.83%
#24	N/A	DEXCOM INC (DXCM) - 1.73%
#25	N/A	BOSTON SCIENTIFIC CORP (BSX) - 1.69%
Total Holdings	1	82

SOFX vs AGNG - Historical Returns

Returns include dividend reinvestment.

Period	SOFX	AGNG
1 month	+2.98%	-0.17%
3 months	-24.20%	-1.96%
6 months	-71.52%	-1.55%
1 year	-27.99%	+9.53%
5 years(CAGR)	N/A	+3.69%
10 years(CAGR)	N/A	+9.32%
Max(CAGR)	-42.85%	+9.36%

Winner

SOFX

+2.98%

AGNG

-0.17%

SOFX

-24.20%

Winner

AGNG

-1.96%

SOFX

-71.52%

Winner

AGNG

-1.55%

SOFX

-27.99%

Winner

AGNG

+9.53%

5Y(CAGR)

SOFX

N/A

AGNG

+3.69%

10Y(CAGR)

SOFX

N/A

AGNG

+9.32%

Max(CAGR)

SOFX

-42.85%

Winner

AGNG

+9.36%

SOFX vs AGNG - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	SOFX	AGNG
2026	-71.27%	-2.46%
2025	+44.74%	+20.80%
2024	N/A	+6.51%
2023	N/A	+9.20%
2022	N/A	-8.75%
2021	N/A	+4.66%
2020	N/A	+18.43%
2019	N/A	+26.56%
2018	N/A	-2.28%
2017	N/A	+28.17%
2016	N/A	+0.07%

SOFX vs AGNG Drawdown Comparison

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

The maximum drawdown for AGNG was -30.58%, occurring on Mar 23, 2020. Recovery took 73 trading sessions.

The current SOFX drawdown is -80.84%. The current AGNG drawdown is -8.52%.

Rank	SOFX	AGNG
#1	-83.19% Oct 28, 2025 - May 19, 2026	-30.58% Feb 21, 2020 - Jun 5, 2020
#2	-76.67% Jan 23, 2025 - Jul 10, 2025	-25.66% Sep 2, 2021 - Jul 10, 2024
#3	-29.12% Sep 22, 2025 - Oct 28, 2025	-19.76% Oct 1, 2018 - Oct 29, 2019
#4	-13.90% Aug 18, 2025 - Aug 22, 2025	-14.48% Aug 30, 2024 - Jul 23, 2025
#5	-12.97% Aug 25, 2025 - Sep 12, 2025	-11.61% Aug 5, 2016 - Mar 1, 2017
#6	-12.14% Jul 31, 2025 - Aug 12, 2025	-11.45% Feb 23, 2026 - Jun 2, 2026
#7	-10.22% Jul 17, 2025 - Jul 29, 2025	-10.32% Jan 26, 2018 - Jul 6, 2018
#8	-4.54% Aug 13, 2025 - Aug 18, 2025	-9.12% Feb 12, 2021 - Jun 7, 2021
#9	-4.31% Jul 29, 2025 - Jul 31, 2025	-8.60% Oct 12, 2020 - Nov 9, 2020
#10	-4.18% Sep 15, 2025 - Sep 18, 2025	-5.66% Jun 8, 2020 - Jun 23, 2020
#11	-3.55% Jan 21, 2025 - Jan 23, 2025	-5.54% Jul 21, 2017 - Sep 1, 2017
#12	-3.55% Jul 14, 2025 - Jul 16, 2025	-5.25% Sep 2, 2020 - Oct 5, 2020
#13	N/A	-4.61% Jun 6, 2016 - Aug 5, 2016
#14	N/A	-4.22% Jan 25, 2021 - Feb 12, 2021
#15	N/A	-4.16% Sep 8, 2025 - Oct 1, 2025