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SOFX vs PCLG

Comparison between DEFIANCE DAILY TARGET 2X LONG SOFI ETF (SOFX, ETF) and Polen Focus Growth ETF (PCLG, ETF).

SOFX vs PCLG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SOFX
$98M
Winner
PCLG
$98M
Expense Ratio
SOFX
N/A
PCLG
0.49%
Max Drawdown
SOFX
85.03%
Winner
PCLG
23.80%
Sharpe Ratio
Winner
SOFX
-0.34
PCLG
-1.13
5Y Beta
SOFX
4.59
Winner
PCLG
1.02
P/E Ratio
SOFX
N/A
PCLG
34.40
Forward P/E
SOFX
N/A
PCLG
23.66
PEG Ratio
SOFX
N/A
PCLG
0.58
5Y EPS CAGR
SOFX
N/A
PCLG
27.93%
Debt to Equity
SOFX
N/A
PCLG
33.92%
P/S Ratio
SOFX
N/A
PCLG
7.09
P/B Ratio
SOFX
N/A
PCLG
9.26

SOFX vs PCLG - Holdings Comparison

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

SOFX's top 25 holdings weight is 9.78%. PCLG's top 25 holdings weight is 97.34%.

RankSOFXPCLG
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 9.78%
MICROSOFT CORP (MSFT) - 7.93%
#2N/A
BROADCOM INC (AVGO) - 7.48%
#3N/A
ORACLE CORP (ORCL) - 7.29%
#4N/A
ALPHABET INC CLASS C (GOOG) - 6.63%
#5N/A
ELI LILLY AND CO (LLY) - 6.41%
#6N/A
AMAZON.COM INC (AMZN) - 6.27%
#7N/A
SERVICENOW INC (NOW) - 5.87%
#8N/A
NVIDIA CORP (NVDA) - 4.86%
#9N/A
VISA INC CLASS A (V) - 4.86%
#10N/A
MASTERCARD INC CLASS A (MA) - 4.55%
#11N/A
SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 4.40%
#12N/A
MSCI INC (MSCI) - 3.66%
#13N/A
STARBUCKS CORP (SBUX) - 3.10%
#14N/A
COSTAR GROUP INC (CSGP) - 2.61%
#15N/A
IDEXX LABORATORIES INC (IDXX) - 2.58%
#16N/A
LAM RESEARCH CORP (LRCX) - 2.50%
#17N/A
SYNOPSYS INC (SNPS) - 2.24%
#18N/A
UNITED STATES DOLLAR (n/a) - 2.11%
#19N/A
ZOETIS INC CLASS A (ZTS) - 2.10%
#20N/A
AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.03%
#21N/A
INTUITIVE SURGICAL INC (ISRG) - 1.86%
#22N/A
META PLATFORMS INC CLASS A (META) - 1.81%
#23N/A
ACCENTURE PLC CLASS A (ACN) - 1.75%
#24N/A
UBER TECHNOLOGIES INC (UBER) - 1.25%
#25N/A
AON PLC CLASS A (AON) - 1.19%
Total Holdings128

SOFX vs PCLG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SOFX
+2.87%
PCLG
+0.26%
3M
SOFX
-24.36%
Winner
PCLG
-2.91%
6M
SOFX
-63.53%
Winner
PCLG
-8.57%
1Y
SOFX
-59.60%
Winner
PCLG
-13.19%
Max(CAGR)
SOFX
-37.37%
Winner
PCLG
-16.11%

SOFX vs PCLG - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearSOFXPCLG
2026-68.93%-11.14%
2025+44.74%-1.09%

SOFX vs PCLG 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 PCLG was -23.78%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current SOFX drawdown is -79.28%. The current PCLG drawdown is -16.08%.

RankSOFXPCLG
#1-83.19%
Oct 28, 2025 - May 19, 2026
-23.78%
Oct 28, 2025 - Mar 27, 2026
#2-76.67%
Jan 23, 2025 - Jul 10, 2025
-2.61%
Oct 8, 2025 - Oct 24, 2025
#3-29.12%
Sep 22, 2025 - Oct 28, 2025
-0.20%
Oct 6, 2025 - Oct 8, 2025
#4-13.90%
Aug 18, 2025 - Aug 22, 2025
N/A
#5-12.97%
Aug 25, 2025 - Sep 12, 2025
N/A
#6-12.14%
Jul 31, 2025 - Aug 12, 2025
N/A
#7-10.22%
Jul 17, 2025 - Jul 29, 2025
N/A
#8-4.54%
Aug 13, 2025 - Aug 18, 2025
N/A
#9-4.31%
Jul 29, 2025 - Jul 31, 2025
N/A
#10-4.18%
Sep 15, 2025 - Sep 18, 2025
N/A
#11-3.55%
Jan 21, 2025 - Jan 23, 2025
N/A
#12-3.55%
Jul 14, 2025 - Jul 16, 2025
N/A

Correlation

Correlation between SOFX and PCLG is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2025 - 2025)

SOFX vs PCLG dividend yield comparison.

YearSOFXPCLG
202512.67%0.03%

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