SOFX vs NULC

Comparison between DEFIANCE DAILY TARGET 2X LONG SOFI ETF (SOFX, ETF) and NUVEEN ESG LARGE-CAP ETF (NULC, ETF).

SOFX vs NULC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOFX(ETF)	NULC(ETF)
Net Assets	$57M	$57M
Expense Ratio	N/A	0.21%
Max Drawdown	85.03%	34.86%
Sharpe Ratio	0.37	1.38
5Y Beta	4.66	0.95
P/E Ratio	N/A	29.68
Forward P/E	N/A	22.93
PEG Ratio	N/A	0.54
5Y Dividends CAGR	N/A	28.20%
5Y EPS CAGR	N/A	28.83%
Debt to Equity	N/A	-14.39%
P/S Ratio	N/A	3.65
P/B Ratio	N/A	5.61

Net Assets

Winner

SOFX

$57M

NULC

$57M

Expense Ratio

SOFX

N/A

NULC

0.21%

Max Drawdown

SOFX

85.03%

Winner

NULC

34.86%

Sharpe Ratio

SOFX

0.37

Winner

NULC

1.38

5Y Beta

SOFX

4.66

Winner

NULC

0.95

P/E Ratio

SOFX

N/A

NULC

29.68

Forward P/E

SOFX

N/A

NULC

22.93

PEG Ratio

SOFX

N/A

NULC

0.54

5Y Dividends CAGR

SOFX

N/A

NULC

28.20%

5Y EPS CAGR

SOFX

N/A

NULC

28.83%

Debt to Equity

SOFX

N/A

NULC

-14.39%

P/S Ratio

SOFX

N/A

NULC

3.65

P/B Ratio

SOFX

N/A

NULC

5.61

SOFX vs NULC - Holdings Comparison

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

SOFX's top 25 holdings weight is 3.54%. NULC's top 25 holdings weight is 53.19%.

Rank	SOFX	NULC
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.54%	NVIDIA CORP (NVDA) - 9.80%
#2	N/A	ALPHABET INC CLASS C (GOOG) - 4.42%
#3	N/A	BROADCOM INC (AVGO) - 4.25%
#4	N/A	ALPHABET INC CLASS A (GOOGL) - 3.54%
#5	N/A	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.30%
#6	N/A	WESTERN DIGITAL CORP (WDC) - 2.11%
#7	N/A	COSTCO WHOLESALE CORP (COST) - 2.02%
#8	N/A	VISA INC CLASS A (V) - 1.83%
#9	N/A	GE VERNOVA INC (GEV) - 1.79%
#10	N/A	COCA-COLA CO (KO) - 1.73%
#11	N/A	MASTERCARD INC CLASS A (MA) - 1.67%
#12	N/A	MORGAN STANLEY (MS) - 1.62%
#13	N/A	PROCTER & GAMBLE CO (PG) - 1.52%
#14	N/A	ADVANCED MICRO DEVICES INC (AMD) - 1.49%
#15	N/A	WELLTOWER INC (WELL) - 1.38%
#16	N/A	EATON CORP PLC (ETN) - 1.33%
#17	N/A	TJX COMPANIES INC (TJX) - 1.29%
#18	N/A	MERCK & CO INC (MRK) - 1.27%
#19	N/A	MCDONALD'S CORP (MCD) - 1.17%
#20	N/A	UBER TECHNOLOGIES INC (UBER) - 1.15%
#21	N/A	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.15%
#22	N/A	PARKER HANNIFIN CORP (PH) - 1.15%
#23	N/A	PALO ALTO NETWORKS INC (PANW) - 1.11%
#24	N/A	GENERAL MOTORS CO (GM) - 1.06%
#25	N/A	SALESFORCE INC (CRM) - 1.04%
Total Holdings	1	137

SOFX vs NULC - Historical Returns

Returns include dividend reinvestment.

Period	SOFX	NULC
1 month	-4.85%	+2.10%
3 months	-39.93%	+10.37%
6 months	-74.33%	+10.29%
1 year	-20.17%	+23.28%
5 years(CAGR)	N/A	+10.78%
Max(CAGR)	-45.69%	+15.21%

SOFX

-4.85%

Winner

NULC

+2.10%

SOFX

-39.93%

Winner

NULC

+10.37%

SOFX

-74.33%

Winner

NULC

+10.29%

SOFX

-20.17%

Winner

NULC

+23.28%

5Y(CAGR)

SOFX

N/A

NULC

+10.78%

Max(CAGR)

SOFX

-45.69%

Winner

NULC

+15.21%

SOFX vs NULC - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	SOFX	NULC
2026	-72.94%	+10.69%
2025	+44.74%	+16.03%
2024	N/A	+19.28%
2023	N/A	+22.98%
2022	N/A	-20.16%
2021	N/A	+27.44%
2020	N/A	+21.57%
2019	N/A	+16.89%

SOFX vs NULC 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 NULC was -34.86%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

The current SOFX drawdown is -81.95%. The current NULC drawdown is -3.40%.

Rank	SOFX	NULC
#1	-83.19% Oct 28, 2025 - May 19, 2026	-34.86% Feb 19, 2020 - Aug 12, 2020
#2	-76.67% Jan 23, 2025 - Jul 10, 2025	-27.85% Nov 8, 2021 - Feb 2, 2024
#3	-29.12% Sep 22, 2025 - Oct 28, 2025	-18.49% Dec 4, 2024 - Jun 26, 2025
#4	-13.90% Aug 18, 2025 - Aug 22, 2025	-8.91% Jan 29, 2026 - Apr 15, 2026
#5	-12.97% Aug 25, 2025 - Sep 12, 2025	-8.86% Sep 2, 2020 - Nov 9, 2020
#6	-12.14% Jul 31, 2025 - Aug 12, 2025	-8.75% Jul 16, 2024 - Sep 16, 2024
#7	-10.22% Jul 17, 2025 - Jul 29, 2025	-6.24% Mar 28, 2024 - May 21, 2024
#8	-4.54% Aug 13, 2025 - Aug 18, 2025	-5.65% Oct 28, 2025 - Dec 10, 2025
#9	-4.31% Jul 29, 2025 - Jul 31, 2025	-5.57% Jul 24, 2019 - Sep 12, 2019
#10	-4.18% Sep 15, 2025 - Sep 18, 2025	-5.34% Sep 3, 2021 - Oct 21, 2021
#11	-3.55% Jan 21, 2025 - Jan 23, 2025	-5.32% Feb 16, 2021 - Mar 15, 2021
#12	-3.55% Jul 14, 2025 - Jul 16, 2025	-4.20% Apr 26, 2021 - Jun 4, 2021
#13	N/A	-3.95% Jan 20, 2021 - Feb 4, 2021
#14	N/A	-3.72% Sep 12, 2019 - Oct 21, 2019
#15	N/A	-3.42% Dec 11, 2025 - Jan 6, 2026