USVN vs SOFA
Comparison between F/M US TREASURY 7 YEAR NOTE ETF (USVN, ETF) and Direxion Daily SOFI Bull 2X ETF (SOFA, ETF).
USVN vs SOFA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USVN
$7.60M
Winner
SOFA
$7.70M
Expense Ratio
USVN
0.15%
SOFA
N/A
Max Drawdown
Winner
USVN
9.67%
SOFA
51.55%
Sharpe Ratio
Winner
USVN
-0.06
SOFA
-1.09
5Y Beta
Winner
USVN
-0.01
SOFA
4.24
USVN vs SOFA - Historical Returns
Returns include dividend reinvestment.
1M
USVN
+0.07%
Winner
SOFA
+4.33%
3M
Winner
USVN
-0.64%
SOFA
-22.68%
6M
USVN
-0.28%
SOFA
N/A
1Y
USVN
+3.02%
SOFA
N/A
Max(CAGR)
Winner
USVN
+2.37%
SOFA
-83.15%
USVN vs SOFA - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | USVN | SOFA |
|---|---|---|
| 2026 | -0.47% | -44.56% |
| 2025 | +7.58% | N/A |
| 2024 | +0.37% | N/A |
| 2023 | +0.67% | N/A |
USVN vs SOFA Drawdown Comparison
The maximum drawdown for USVN was -8.26%, occurring on Oct 19, 2023. Recovery took 311 trading sessions.
The maximum drawdown for SOFA was -51.38%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current USVN drawdown is -2.51%. The current SOFA drawdown is -44.56%.
| Rank | USVN | SOFA |
|---|---|---|
| #1 | -8.26% May 4, 2023 - Jul 31, 2024 | -51.38% Feb 11, 2026 - May 19, 2026 |
| #2 | -5.85% Sep 16, 2024 - Apr 4, 2025 | N/A |
| #3 | -3.68% Feb 27, 2026 - May 19, 2026 | N/A |
| #4 | -2.71% Apr 4, 2025 - Jun 30, 2025 | N/A |
| #5 | -1.87% Apr 6, 2023 - May 3, 2023 | N/A |
| #6 | -1.40% Jun 30, 2025 - Aug 1, 2025 | N/A |
| #7 | -1.30% Nov 26, 2025 - Feb 12, 2026 | N/A |
| #8 | -1.27% Aug 5, 2024 - Aug 21, 2024 | N/A |
| #9 | -1.10% Oct 21, 2025 - Nov 24, 2025 | N/A |
| #10 | -0.94% Sep 11, 2025 - Oct 13, 2025 | N/A |
| #11 | -0.65% Aug 21, 2024 - Sep 4, 2024 | N/A |
| #12 | -0.58% Aug 4, 2025 - Aug 22, 2025 | N/A |
| #13 | -0.27% Aug 29, 2025 - Sep 3, 2025 | N/A |
| #14 | -0.22% Feb 13, 2026 - Feb 23, 2026 | N/A |
| #15 | -0.22% Sep 8, 2025 - Sep 11, 2025 | N/A |
Correlation
Correlation between USVN and SOFA is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2023 - 2026)
USVN vs SOFA dividend yield comparison.
| Year | USVN | SOFA |
|---|---|---|
| 2026 | 1.56% | 0.40% |
| 2025 | 3.81% | 0.00% |
| 2024 | 4.07% | 0.00% |
| 2023 | 2.91% | 0.00% |
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