AMZA vs SOFR
Comparison between INFRACAP MLP ETF (AMZA, ETF) and Amplify Samsung SOFR ETF (SOFR, ETF).
AMZA vs SOFR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AMZA
$444M
Winner
SOFR
$445M
Expense Ratio
AMZA
1.72%
Winner
SOFR
0.20%
Max Drawdown
AMZA
96.70%
Winner
SOFR
0.78%
Sharpe Ratio
Winner
AMZA
1.05
SOFR
0.01
5Y Beta
AMZA
0.50
Winner
SOFR
-0.00
P/E Ratio
AMZA
15.77
SOFR
N/A
Forward P/E
AMZA
14.05
SOFR
N/A
5Y Dividends CAGR
AMZA
6.98%
SOFR
N/A
5Y EPS CAGR
AMZA
9.50%
SOFR
N/A
P/S Ratio
AMZA
0.86
SOFR
N/A
P/B Ratio
AMZA
2.84
SOFR
N/A
AMZA vs SOFR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AMZA
+9.07%
SOFR
+0.24%
3M
Winner
AMZA
+11.94%
SOFR
+0.87%
6M
Winner
AMZA
+23.65%
SOFR
+1.76%
1Y
Winner
AMZA
+27.14%
SOFR
+3.84%
5Y(CAGR)
AMZA
+23.09%
SOFR
N/A
10Y(CAGR)
AMZA
+5.01%
SOFR
N/A
Max(CAGR)
AMZA
-0.38%
Winner
SOFR
+4.10%
AMZA vs SOFR - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | AMZA | SOFR |
|---|---|---|
| 2026 | +27.84% | +1.92% |
| 2025 | -1.56% | +4.25% |
| 2024 | +29.86% | +1.20% |
| 2023 | +26.38% | N/A |
| 2022 | +28.16% | N/A |
| 2021 | +51.77% | N/A |
| 2020 | -50.77% | N/A |
| 2019 | +2.92% | N/A |
| 2018 | -28.51% | N/A |
| 2017 | -7.46% | N/A |
| 2016 | +21.94% | N/A |
| 2015 | -47.07% | N/A |
| 2014 | -8.67% | N/A |
AMZA vs SOFR Drawdown Comparison
The maximum drawdown for AMZA was -91.42%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The maximum drawdown for SOFR was -0.41%, occurring on Oct 28, 2025. Recovery took 27 trading sessions.
The current AMZA drawdown is -4.38%. The current SOFR drawdown is -0.15%.
| Rank | AMZA | SOFR |
|---|---|---|
| #1 | -91.42% Oct 2, 2014 - Mar 18, 2020 | -0.41% Oct 27, 2025 - Dec 4, 2025 |
| #2 | N/A | -0.40% Dec 20, 2024 - Dec 24, 2024 |
| #3 | N/A | -0.32% Feb 27, 2026 - Apr 1, 2026 |
| #4 | N/A | -0.15% May 28, 2026 - Jun 11, 2026 |
| #5 | N/A | -0.15% Jul 20, 2026 - Jul 21, 2026 |
| #6 | N/A | -0.13% Jun 25, 2026 - Jul 9, 2026 |
| #7 | N/A | -0.13% Apr 8, 2026 - Apr 20, 2026 |
| #8 | N/A | -0.11% Apr 7, 2025 - Apr 15, 2025 |
| #9 | N/A | -0.08% Jul 16, 2026 - Jul 20, 2026 |
| #10 | N/A | -0.07% Dec 6, 2024 - Dec 17, 2024 |
| #11 | N/A | -0.06% Oct 18, 2024 - Oct 23, 2024 |
| #12 | N/A | -0.06% Feb 14, 2025 - Feb 21, 2025 |
| #13 | N/A | -0.05% Dec 3, 2024 - Dec 6, 2024 |
| #14 | N/A | -0.05% Jun 27, 2025 - Jul 3, 2025 |
| #15 | N/A | -0.04% Jan 22, 2026 - Jan 29, 2026 |
Correlation
Correlation between AMZA and SOFR is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
Dividend Comparison (2015 - 2026)
AMZA vs SOFR dividend yield comparison.
| Year | AMZA | SOFR |
|---|---|---|
| 2026 | 4.87% | 1.81% |
| 2025 | 8.81% | 4.22% |
| 2024 | 7.29% | 1.60% |
| 2023 | 9.40% | 0.00% |
| 2022 | 7.65% | 0.00% |
| 2021 | 10.24% | 0.00% |
| 2020 | 22.13% | 0.00% |
| 2019 | 19.47% | 0.00% |
| 2018 | 34.46% | 0.00% |
| 2017 | 24.16% | 0.00% |
| 2016 | 18.36% | 0.00% |
| 2015 | 18.21% | 0.00% |
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