AVGX vs. UI
AVGX (Defiance Daily Target 2X Long AVGO ETF) is Leveraged Equities fund actively managed by Defiance, while UI (Ubiquiti Inc.) is a stock. Over the past year, AVGX returned 58.36% vs 48.81% for UI. At a 0.40 correlation, their price movements are largely independent.
Performance
AVGX vs. UI - Performance Comparison
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Returns By Period
In the year-to-date period, AVGX achieves a 3.39% return, which is significantly lower than UI's 6.65% return.
AVGX
- 1D
- -1.88%
- 1M
- -20.84%
- YTD
- 3.39%
- 6M
- -5.26%
- 1Y
- 58.36%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
UI
- 1D
- 1.20%
- 1M
- -11.32%
- YTD
- 6.65%
- 6M
- 5.14%
- 1Y
- 48.81%
- 3Y*
- 49.97%
- 5Y*
- 14.06%
- 10Y*
- 31.83%
AVGX vs. UI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AVGX Defiance Daily Target 2X Long AVGO ETF | 3.39% | 46.98% | 54.13% |
UI Ubiquiti Inc. | 6.65% | 67.72% | 84.25% |
Correlation
The correlation between AVGX and UI is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Aug 22, 2024 | 0.40 |
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Return for Risk
AVGX vs. UI — Risk / Return Rank
AVGX
UI
AVGX vs. UI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Defiance Daily Target 2X Long AVGO ETF (AVGX) and Ubiquiti Inc. (UI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AVGX | UI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.15 | ||
| Sortino ratioReturn per unit of downside risk | -0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.08 | 1.01 | +0.07 |
| Martin ratioReturn relative to average drawdown | 2.35 | 2.43 | -0.08 |
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Drawdowns
AVGX vs. UI - Drawdown Comparison
The maximum AVGX drawdown since its inception was -70.97%, smaller than the maximum UI drawdown of -77.49%. Use the drawdown chart below to compare losses from any high point for AVGX and UI.
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Drawdown Indicators
| AVGX | UI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.97% | -77.49% | +6.52% |
Max Drawdown (1Y)Largest decline over 1 year | -54.09% | -48.52% | -5.57% |
Max Drawdown (3Y)Largest decline over 3 years | — | -48.52% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -69.44% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -72.21% | — |
Current DrawdownCurrent decline from peak | -39.65% | -45.64% | +5.99% |
Average DrawdownAverage peak-to-trough decline | -23.11% | -26.55% | +3.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.90% | 20.16% | +4.74% |
Volatility
AVGX vs. UI - Volatility Comparison
Defiance Daily Target 2X Long AVGO ETF (AVGX) has a higher volatility of 42.68% compared to Ubiquiti Inc. (UI) at 11.58%. This indicates that AVGX's price experiences larger fluctuations and is considered to be riskier than UI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVGX | UI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 42.68% | 11.58% | +31.10% |
Volatility (6M)Calculated over the trailing 6-month period | 71.57% | 40.18% | +31.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 91.19% | 62.03% | +29.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 106.96% | 48.64% | +58.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 106.96% | 47.98% | +58.98% |
Dividends
AVGX vs. UI - Dividend Comparison
AVGX's dividend yield for the trailing twelve months is around 1.60%, more than UI's 0.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
AVGX Defiance Daily Target 2X Long AVGO ETF | 1.60% | 1.65% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UI Ubiquiti Inc. | 0.54% | 0.51% | 0.72% | 1.72% | 0.88% | 0.65% | 0.50% | 0.58% | 0.50% |
Frequently Asked Questions
AVGX and UI have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVGX has higher volatility (42.68%) compared to UI (11.58%). In terms of maximum drawdown, AVGX dropped -70.97% vs UI's -77.49%.
UI currently has the higher Sharpe Ratio (0.79 vs 0.64), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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