SOFX vs NCPB
Comparison between DEFIANCE DAILY TARGET 2X LONG SOFI ETF (SOFX, ETF) and NUVEEN CORE PLUS BOND ETF (NCPB, ETF).
SOFX vs NCPB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SOFX
$57M
NCPB
$57M
Expense Ratio
SOFX
N/A
NCPB
0.31%
Max Drawdown
SOFX
85.03%
Winner
NCPB
6.14%
Sharpe Ratio
SOFX
0.37
Winner
NCPB
0.46
5Y Beta
SOFX
4.66
Winner
NCPB
0.07
SOFX vs NCPB - Historical Returns
Returns include dividend reinvestment.
1M
SOFX
-4.85%
Winner
NCPB
-0.03%
3M
SOFX
-39.93%
Winner
NCPB
-0.83%
6M
SOFX
-74.33%
Winner
NCPB
+0.56%
1Y
SOFX
-20.17%
Winner
NCPB
+5.47%
Max(CAGR)
SOFX
-45.69%
Winner
NCPB
+5.07%
SOFX vs NCPB - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | SOFX | NCPB |
|---|---|---|
| 2026 | -72.94% | +0.32% |
| 2025 | +44.74% | +7.65% |
| 2024 | N/A | +3.55% |
SOFX vs NCPB 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 NCPB was -3.59%, occurring on Jan 13, 2025. Recovery took 113 trading sessions.
The current SOFX drawdown is -81.95%. The current NCPB drawdown is -1.60%.
| Rank | SOFX | NCPB |
|---|---|---|
| #1 | -83.19% Oct 28, 2025 - May 19, 2026 | -3.59% Sep 16, 2024 - Feb 28, 2025 |
| #2 | -76.67% Jan 23, 2025 - Jul 10, 2025 | -2.88% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -29.12% Sep 22, 2025 - Oct 28, 2025 | -2.83% Mar 27, 2024 - Jun 4, 2024 |
| #4 | -13.90% Aug 18, 2025 - Aug 22, 2025 | -2.49% Apr 3, 2025 - Jun 23, 2025 |
| #5 | -12.97% Aug 25, 2025 - Sep 12, 2025 | -1.27% Jun 25, 2024 - Jul 10, 2024 |
| #6 | -12.14% Jul 31, 2025 - Aug 12, 2025 | -1.14% Jun 30, 2025 - Aug 1, 2025 |
| #7 | -10.22% Jul 17, 2025 - Jul 29, 2025 | -1.11% Mar 8, 2024 - Mar 27, 2024 |
| #8 | -4.54% Aug 13, 2025 - Aug 18, 2025 | -1.11% Mar 3, 2025 - Apr 3, 2025 |
| #9 | -4.31% Jul 29, 2025 - Jul 31, 2025 | -1.04% Oct 28, 2025 - Nov 26, 2025 |
| #10 | -4.18% Sep 15, 2025 - Sep 18, 2025 | -0.90% Jun 5, 2024 - Jun 13, 2024 |
| #11 | -3.55% Jan 21, 2025 - Jan 23, 2025 | -0.88% Aug 2, 2024 - Aug 13, 2024 |
| #12 | -3.55% Jul 14, 2025 - Jul 16, 2025 | -0.88% Jul 17, 2024 - Jul 31, 2024 |
| #13 | N/A | -0.73% Nov 26, 2025 - Dec 29, 2025 |
| #14 | N/A | -0.69% Sep 16, 2025 - Oct 13, 2025 |
| #15 | N/A | -0.59% Jan 14, 2026 - Jan 26, 2026 |
Correlation
Correlation between SOFX and NCPB is 0.14 which considered as a very weak or no correlation - the stocks move independently of each other.
0.14
-101
Dividend Comparison (2024 - 2026)
SOFX vs NCPB dividend yield comparison.
| Year | SOFX | NCPB |
|---|---|---|
| 2026 | 0.00% | 2.06% |
| 2025 | 12.67% | 5.21% |
| 2024 | 0.00% | 5.14% |
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