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SOFX vs URE

Comparison between DEFIANCE DAILY TARGET 2X LONG SOFI ETF (SOFX, ETF) and PROSHARES ULTRA REAL ESTATE (URE, ETF).

SOFX vs URE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SOFX
$57M
Winner
URE
$57M
Max Drawdown
Winner
SOFX
85.03%
URE
97.34%
Sharpe Ratio
SOFX
0.37
Winner
URE
0.46
5Y Beta
SOFX
4.66
Winner
URE
0.98
P/E Ratio
SOFX
N/A
URE
37.04
Forward P/E
SOFX
N/A
URE
34.99
PEG Ratio
SOFX
N/A
URE
0.93
5Y Dividends CAGR
SOFX
N/A
URE
22.83%
5Y EPS CAGR
SOFX
N/A
URE
7.39%
Debt to Equity
SOFX
N/A
URE
12.08%
P/S Ratio
SOFX
N/A
URE
5.94
P/B Ratio
SOFX
N/A
URE
3.10

SOFX vs URE - Holdings Comparison

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

SOFX's top 25 holdings weight is 3.54%. URE's top 25 holdings weight is 92.75%.

RankSOFXURE
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.54%
CTE PROSHARES TRUST M (n/a) - 16.47%
#2N/A
CASH (n/a) - 12.94%
#3N/A
WELLTOWER INC (WELL) - 7.05%
#4N/A
PROLOGIS INC (PLD) - 6.21%
#5N/A
EQUINIX INC (EQIX) - 4.93%
#6N/A
AMERICAN TOWER CORP (AMT) - 3.89%
#7N/A
SIMON PROPERTY GROUP INC (SPG) - 3.17%
#8N/A
DIGITAL REALTY TRUST INC (DLR) - 3.16%
#9N/A
PUBLIC STORAGE (PSA) - 3.03%
#10N/A
VENTAS INC (VTR) - 3.00%
#11N/A
CBRE GROUP INC CLASS A (CBRE) - 2.99%
#12N/A
CROWN CASTLE INC (CCI) - 2.84%
#13N/A
REALTY INCOME CORP (O) - 2.82%
#14N/A
IRON MOUNTAIN INC (IRM) - 2.66%
#15N/A
REAL ESTATE SELECT SECTOR INDEX SWAP (n/a) - 2.25%
#16N/A
VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.22%
#17N/A
EXTRA SPACE STORAGE INC (EXR) - 2.19%
#18N/A
AVALONBAY COMMUNITIES INC (AVB) - 1.89%
#19N/A
EQUITY RESIDENTIAL (EQR) - 1.62%
#20N/A
SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.62%
#21N/A
ESSEX PROPERTY TRUST INC (ESS) - 1.24%
#22N/A
WEYERHAEUSER CO (WY) - 1.21%
#23N/A
INVITATION HOMES INC (INVH) - 1.14%
#24N/A
KIMCO REALTY CORP (KIM) - 1.13%
#25N/A
MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.08%
Total Holdings134

SOFX vs URE - Historical Returns

Returns include dividend reinvestment.

1M
SOFX
-4.85%
Winner
URE
+1.64%
3M
SOFX
-39.93%
Winner
URE
+5.42%
6M
SOFX
-74.33%
Winner
URE
+18.46%
1Y
SOFX
-20.17%
Winner
URE
+13.63%
5Y(CAGR)
SOFX
N/A
URE
-3.07%
10Y(CAGR)
SOFX
N/A
URE
+3.45%
Max(CAGR)
SOFX
-45.69%
Winner
URE
-3.18%

SOFX vs URE - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearSOFXURE
2026-72.94%+20.08%
2025+44.74%-1.81%
2024N/A-1.28%
2023N/A+10.84%
2022N/A-48.71%
2021N/A+101.06%
2020N/A-26.15%
2019N/A+64.33%
2018N/A-12.84%
2017N/A+15.73%
2016N/A+12.88%
2015N/A-2.73%
2014N/A+58.21%
2013N/A-3.70%
2012N/A+35.10%
2011N/A-1.09%
2010N/A+49.16%
2009N/A+19.45%
2008N/A-80.57%
2007N/A-50.03%

SOFX vs URE 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 URE was -97.16%, occurring on Mar 6, 2009. This drawdown has not yet recovered.

The current SOFX drawdown is -81.95%. The current URE drawdown is -49.96%.

RankSOFXURE
#1-83.19%
Oct 28, 2025 - May 19, 2026
-97.16%
Feb 7, 2007 - Mar 6, 2009
#2-76.67%
Jan 23, 2025 - Jul 10, 2025
N/A
#3-29.12%
Sep 22, 2025 - Oct 28, 2025
N/A
#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 URE is -0.49 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.49
-101

Dividend Comparison (2007 - 2026)

SOFX vs URE dividend yield comparison.

YearSOFXURE
20260.00%0.29%
202512.67%2.42%
20240.00%2.09%
20230.00%1.32%
20220.00%1.26%
20210.00%0.58%
20200.00%0.94%
20190.00%1.10%
20180.00%1.53%
20170.00%0.93%
20160.00%0.96%
20150.00%0.81%
20140.00%1.24%
20130.00%1.13%
20120.00%0.87%
20110.00%1.17%
20100.00%0.77%
20090.00%1.87%
20080.00%12.39%
20070.00%4.22%

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