WEEI vs SOFX
Comparison between Westwood Salient Enhanced Energy Income ETF (WEEI, ETF) and DEFIANCE DAILY TARGET 2X LONG SOFI ETF (SOFX, ETF).
WEEI vs SOFX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WEEI vs SOFX - Holdings Comparison
WEEI and SOFX have 0 common holdings. Overlap is 0.00%
WEEI's top 25 holdings weight is 101.46%. SOFX's top 25 holdings weight is 9.92%.
| Rank | WEEI | SOFX |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 24.11% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 9.92% |
| #2 | CHEVRON CORP (CVX) - 13.56% | N/A |
| #3 | CONOCOPHILLIPS (COP) - 6.12% | N/A |
| #4 | VALERO ENERGY CORP (VLO) - 5.31% | N/A |
| #5 | WILLIAMS COMPANIES INC (WMB) - 5.14% | N/A |
| #6 | SLB LTD (SLB) - 5.04% | N/A |
| #7 | PHILLIPS 66 (PSX) - 3.97% | N/A |
| #8 | BAKER HUGHES CO CLASS A (BKR) - 3.89% | N/A |
| #9 | KINDER MORGAN INC CLASS P (KMI) - 3.87% | N/A |
| #10 | EOG RESOURCES INC (EOG) - 3.85% | N/A |
| #11 | TARGA RESOURCES CORP (TRGP) - 3.69% | N/A |
| #12 | DEVON ENERGY CORP (DVN) - 3.59% | N/A |
| #13 | ONEOK INC (OKE) - 3.44% | N/A |
| #14 | MARATHON PETROLEUM CORP (MPC) - 3.36% | N/A |
| #15 | HALLIBURTON CO (HAL) - 2.49% | N/A |
| #16 | DIAMONDBACK ENERGY INC (FANG) - 2.12% | N/A |
| #17 | EQT CORP (EQT) - 2.07% | N/A |
| #18 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.37% | N/A |
| #19 | TEXAS PACIFIC LAND CORP (TPL) - 1.26% | N/A |
| #20 | OCCIDENTAL PETROLEUM CORP (OXY) - 1.11% | N/A |
| #21 | US DOLLARS (n/a) - 1.05% | N/A |
| #22 | APA CORP (APA) - 1.05% | N/A |
| #23 | EOG US 05/15/26 C160 (n/a) - 0.00% | N/A |
| #24 | CVX US 05/15/26 C230 (n/a) - 0.00% | N/A |
| #25 | CVX US 05/15/26 C220 (n/a) - 0.00% | N/A |
| Total Holdings | 179 | 1 |
WEEI vs SOFX - Historical Returns
Returns include dividend reinvestment.
WEEI vs SOFX - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | WEEI | SOFX |
|---|---|---|
| 2026 | +15.34% | -71.27% |
| 2025 | +10.32% | +44.74% |
| 2024 | -3.12% | N/A |
WEEI vs SOFX Drawdown Comparison
The maximum drawdown for WEEI was -18.79%, occurring on Apr 8, 2025. Recovery took 241 trading sessions.
The maximum drawdown for SOFX was -83.19%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current WEEI drawdown is -4.15%. The current SOFX drawdown is -80.84%.
| Rank | WEEI | SOFX |
|---|---|---|
| #1 | -18.79% Nov 22, 2024 - Nov 11, 2025 | -83.19% Oct 28, 2025 - May 19, 2026 |
| #2 | -8.25% May 17, 2024 - Nov 6, 2024 | -76.67% Jan 23, 2025 - Jul 10, 2025 |
| #3 | -7.66% Mar 27, 2026 - May 18, 2026 | -29.12% Sep 22, 2025 - Oct 28, 2025 |
| #4 | -5.88% May 19, 2026 - May 29, 2026 | -13.90% Aug 18, 2025 - Aug 22, 2025 |
| #5 | -3.63% Dec 11, 2025 - Jan 2, 2026 | -12.97% Aug 25, 2025 - Sep 12, 2025 |
| #6 | -2.48% Nov 14, 2025 - Dec 3, 2025 | -12.14% Jul 31, 2025 - Aug 12, 2025 |
| #7 | -2.24% Jan 5, 2026 - Jan 13, 2026 | -10.22% Jul 17, 2025 - Jul 29, 2025 |
| #8 | -1.13% Feb 11, 2026 - Feb 18, 2026 | -4.54% Aug 13, 2025 - Aug 18, 2025 |
| #9 | -1.00% Dec 4, 2025 - Dec 10, 2025 | -4.31% Jul 29, 2025 - Jul 31, 2025 |
| #10 | -0.89% Nov 11, 2025 - Nov 14, 2025 | -4.18% Sep 15, 2025 - Sep 18, 2025 |
| #11 | -0.88% Jan 30, 2026 - Feb 3, 2026 | -3.55% Jan 21, 2025 - Jan 23, 2025 |
| #12 | -0.76% May 9, 2024 - May 17, 2024 | -3.55% Jul 14, 2025 - Jul 16, 2025 |
| #13 | -0.72% Mar 2, 2026 - Mar 11, 2026 | N/A |
| #14 | -0.51% Nov 6, 2024 - Nov 13, 2024 | N/A |
| #15 | -0.46% Nov 18, 2024 - Nov 20, 2024 | N/A |
Correlation
Correlation between WEEI and SOFX is -0.31 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
Dividend Comparison (2024 - 2026)
WEEI vs SOFX dividend yield comparison.
| Year | WEEI | SOFX |
|---|---|---|
| 2026 | 5.69% | 0.00% |
| 2025 | 12.59% | 12.67% |
| 2024 | 7.20% | 0.00% |
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