UFOX vs LGLV
Comparison between Defiance Connective Technologies ETF (UFOX, ETF) and STATE STREET(R) SPDR(R) US LARGE CAP LOW VOLATILITY INDEX ETF (LGLV, ETF).
5-Year PerformanceUFOX has outperformed LGLV, delivering a return of +21.6% compared to +8.3%
UFOX vs LGLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UFOX
$1.10B
LGLV
$1.10B
Expense Ratio
UFOX
0.30%
Winner
LGLV
0.12%
Max Drawdown
Winner
UFOX
34.97%
LGLV
36.99%
Sharpe Ratio
Winner
UFOX
2.45
LGLV
0.34
5Y Beta
UFOX
1.43
Winner
LGLV
0.43
P/E Ratio
UFOX
84.29
Winner
LGLV
23.48
Forward P/E
UFOX
21.69
Winner
LGLV
19.98
PEG Ratio
Winner
UFOX
0.22
LGLV
0.49
5Y Dividends CAGR
UFOX
5.86%
Winner
LGLV
10.68%
5Y EPS CAGR
Winner
UFOX
19.69%
LGLV
10.53%
Debt to Equity
Winner
UFOX
43.33%
LGLV
69.18%
P/S Ratio
UFOX
4.44
Winner
LGLV
2.79
P/B Ratio
UFOX
6.84
Winner
LGLV
3.24
UFOX vs LGLV - Holdings Comparison
UFOX and LGLV have 6 common holdings. Overlap is 3.32%
UFOX's top 25 holdings weight is 68.35%. LGLV's top 25 holdings weight is 28.74%.
| Rank | UFOX | LGLV |
|---|---|---|
| #1 | ROCKET LAB CORP (RKLB) - 5.62% | WELLTOWER INC (WELL) - 3.91% |
| #2 | BROADCOM INC (AVGO) - 4.62% | REALTY INCOME CORP (O) - 1.82% |
| #3 | AST SPACEMOBILE INC ORDINARY SHARES CLASS A (ASTS) - 4.39% | DUKE ENERGY CORP (DUK) - 1.42% |
| #4 | MAXLINEAR INC (MXL) - 4.26% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.26% |
| #5 | APPLE INC (AAPL) - 3.96% | SOUTHERN CO (SO) - 1.23% |
| #6 | NVIDIA CORP (NVDA) - 3.93% | CISCO SYSTEMS INC (CSCO) - 1.22% |
| #7 | MARVELL TECHNOLOGY INC (MRVL) - 3.52% | CONSOLIDATED EDISON INC (ED) - 1.14% |
| #8 | CISCO SYSTEMS INC (CSCO) - 3.47% | COCA-COLA CO (KO) - 1.11% |
| #9 | ORACLE CORP (ORCL) - 3.22% | PEPSICO INC (PEP) - 1.06% |
| #10 | ARM HOLDINGS PLC ADR (ARM) - 2.98% | CME GROUP INC CLASS A (CME) - 1.02% |
| #11 | QUALCOMM INC (QCOM) - 2.47% | AMEREN CORP (AEE) - 0.96% |
| #12 | PLANET LABS PBC CLASS A (PL) - 2.32% | GENERAL DYNAMICS CORP (GD) - 0.96% |
| #13 | NOKIA OYJ ADR (NOK) - 2.20% | DTE ENERGY CO (DTE) - 0.96% |
| #14 | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.08% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 0.96% |
| #15 | DATADOG INC CLASS A (DDOG) - 2.05% | COLGATE-PALMOLIVE CO (CL) - 0.95% |
| #16 | CEVA INC (CEVA) - 2.02% | JOHNSON & JOHNSON (JNJ) - 0.92% |
| #17 | ECHOSTAR CORP CLASS A (SATS) - 1.96% | VISA INC CLASS A (V) - 0.91% |
| #18 | ARISTA NETWORKS INC (ANET) - 1.84% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.90% |
| #19 | CIENA CORP (CIEN) - 1.79% | CENTERPOINT ENERGY INC (CNP) - 0.89% |
| #20 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.78% | LINDE PLC (LIN) - 0.87% |
| #21 | CELESTICA INC ORDINARY SHARES (SUBORDINATE VOTING) (CLS) - 1.70% | MCDONALD'S CORP (MCD) - 0.86% |
| #22 | EXTREME NETWORKS INC (EXTR) - 1.65% | THE TRAVELERS COMPANIES INC (TRV) - 0.86% |
| #23 | NETAPP INC (NTAP) - 1.58% | FIRSTENERGY CORP (FE) - 0.85% |
| #24 | LUMENTUM HOLDINGS INC (LITE) - 1.47% | MARSH (MRSH) - 0.85% |
| #25 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.47% | CHUBB LTD (CB) - 0.85% |
| Total Holdings | 60 | 172 |
UFOX vs LGLV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UFOX
+3.65%
LGLV
+1.86%
3M
Winner
UFOX
+40.33%
LGLV
+0.83%
6M
Winner
UFOX
+46.15%
LGLV
+3.72%
1Y
Winner
UFOX
+93.99%
LGLV
+5.93%
5Y(CAGR)
Winner
UFOX
+21.65%
LGLV
+8.31%
10Y(CAGR)
UFOX
N/A
LGLV
+11.27%
Max(CAGR)
Winner
UFOX
+21.65%
LGLV
+11.79%
UFOX vs LGLV - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | UFOX | LGLV |
|---|---|---|
| 2026 | +46.82% | +3.76% |
| 2025 | +34.27% | +8.79% |
| 2024 | +36.84% | +15.88% |
| 2023 | +21.53% | +9.02% |
| 2022 | -27.96% | -7.09% |
| 2021 | +26.69% | +30.70% |
| 2020 | +28.09% | +7.07% |
| 2019 | +6.81% | +31.91% |
| 2018 | N/A | +0.78% |
| 2017 | N/A | +17.66% |
| 2016 | N/A | +13.77% |
| 2015 | N/A | +3.00% |
| 2014 | N/A | +18.26% |
| 2013 | N/A | +18.38% |
UFOX vs LGLV Drawdown Comparison
The maximum drawdown for UFOX was -33.89%, occurring on Oct 14, 2022. Recovery took 618 trading sessions.
The maximum drawdown for LGLV was -36.62%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.
The current UFOX drawdown is -10.69%. The current LGLV drawdown is -3.75%.
| Rank | UFOX | LGLV |
|---|---|---|
| #1 | -33.89% Dec 27, 2021 - Jun 12, 2024 | -36.62% Feb 14, 2020 - Dec 17, 2020 |
| #2 | -29.50% Jan 23, 2020 - Jun 3, 2020 | -17.49% Dec 29, 2021 - Dec 28, 2023 |
| #3 | -28.14% Jan 23, 2025 - Jun 24, 2025 | -13.61% Sep 21, 2018 - Feb 19, 2019 |
| #4 | -15.76% Jul 16, 2024 - Oct 9, 2024 | -10.18% Nov 27, 2024 - May 19, 2025 |
| #5 | -15.31% Apr 24, 2019 - Jan 2, 2020 | -10.04% Nov 19, 2015 - Mar 16, 2016 |
| #6 | -14.14% Jun 2, 2026 - Jun 10, 2026 | -9.04% Aug 17, 2015 - Oct 28, 2015 |
| #7 | -11.04% Oct 31, 2025 - Jan 28, 2026 | -7.99% Jan 26, 2018 - Jul 18, 2018 |
| #8 | -10.55% Feb 12, 2021 - Apr 23, 2021 | -7.52% Sep 2, 2016 - Dec 13, 2016 |
| #9 | -9.50% Sep 2, 2020 - Oct 12, 2020 | -6.86% Mar 2, 2026 - Mar 27, 2026 |
| #10 | -8.84% Mar 25, 2026 - Apr 2, 2026 | -6.10% Sep 2, 2021 - Oct 21, 2021 |
| #11 | -7.30% Sep 3, 2021 - Nov 2, 2021 | -5.91% May 21, 2013 - Jul 15, 2013 |
| #12 | -7.25% Apr 26, 2021 - Jun 4, 2021 | -5.56% Aug 2, 2013 - Oct 18, 2013 |
| #13 | -7.01% Jun 8, 2020 - Jul 6, 2020 | -5.18% Mar 28, 2024 - Jun 24, 2024 |
| #14 | -6.65% Oct 12, 2020 - Nov 5, 2020 | -5.14% Sep 19, 2014 - Oct 28, 2014 |
| #15 | -5.84% Dec 16, 2024 - Jan 21, 2025 | -4.50% Jul 26, 2019 - Sep 4, 2019 |
Correlation
Correlation between UFOX and LGLV is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2013 - 2026)
UFOX vs LGLV dividend yield comparison.
| Year | UFOX | LGLV |
|---|---|---|
| 2026 | 0.10% | 0.53% |
| 2025 | 0.56% | 1.94% |
| 2024 | 0.79% | 1.93% |
| 2023 | 1.40% | 2.03% |
| 2022 | 1.63% | 1.95% |
| 2021 | 1.17% | 1.65% |
| 2020 | 0.99% | 1.98% |
| 2019 | 0.75% | 1.89% |
| 2018 | 0.00% | 2.09% |
| 2017 | 0.00% | 4.39% |
| 2016 | 0.00% | 2.54% |
| 2015 | 0.00% | 2.97% |
| 2014 | 0.00% | 7.14% |
| 2013 | 0.00% | 2.99% |
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