SOFX

Defiance Daily Target 2X Long SOFI ETF

Defiance Daily Target 2X Long SOFI ETF seeks to provide investors with daily investment results that correspond to twice the performance of the daily price movements of the SoFi Select 500 Index.


Risk Management

DERIVATIVES

Active

MANAGEMENT STYLE

$ 51.8 M

ASSETS UNDER MGMT

129 bp

EXPENSES
Fund Basics
Inception dateJan 15, 2025
RegulationOpen-Ended Fund
Fund Websitelink...
DistributionsAnnual
CurrencyUSD
Holdings TransparencyFull
Derivatives-basedNo
Options availableNo
Currency hedgedNo
Fund of fundsNo
Top Holdings
SOFI TECHNOLOGIES - L -CANTOR 34.2 %
SOFI TECHNOLOGIES, INC.-SWAP-MSCS-L 28.8 %
SOFI TECHNOLOGIES SWAP JNST-L 28.1 %
SOFI TECH SWAP MAREX-L 28.1 %
SOFI TECHNOLOGIES SWAP CS-L 27.3 %
UNITED STATES TREASURY BILL 05/21/2026 23.8 %
SOFI TECHNOLOGIES SWAP NBC-L 19.7 %
SOFI NOMURA 19.7 %
SOFI TECHNOLOGIES INC SWAP BMO 14.1 %
CASH & OTHER -123.8 %
Historical Performance


Standardized Performance (as of 04/30/2026)
 YTD1 YR2 YR3 YR5 YR10 YR20 YRIncep.
Price Returns -68.4% -12.0% -- -- -- -- -- -50.4%
Dividend Yield 0.0% 0.0% -- -- -- -- -- 0.0%
Total Returns -68.4% -12.0% -- -- -- -- -- -50.4%
Ann. Volatility 110.2% 110.8% -- -- -- -- -- 124.2%
Market Correlations
versus...BetaR-squared
S&P 5005.1834%
MSCI EAFE2.7113%
MSCI Emg Mkts2.2514%
Liquidity Measures
Avg. volume (000)1,411
ADV traded (mns)$11
Turnover21.8%
Avg. Bid/Ask (% of price)0.20%
Technical Indicators
30d moving avg. (EMA)$10.78
Relative strength (RSI)38
MACD/Signal-0.81/-0.52
Bollinger Bands (Upper/Lower)$14.98/$7.24
Short interest (% of AUM)36.3%
Distributions
Bid/Ask Spreads
20 bp
AVG SPREAD
8 — 34 bp
RANGE
Spreads data based on the average National Best Bid & Offer (NBBO) found in observations at various times each trading day, for up to three months. Tick data supplied by NASDAQ.
Total Cost of Ownership EXPENSES    AVG SPREAD
149 bp
SOFX
127 bp
PEER AVG