HYBB vs SOFR
Comparison between ISHARES BB RATED CORPORATE BOND ETF (HYBB, ETF) and Amplify Samsung SOFR ETF (SOFR, ETF).
HYBB vs SOFR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HYBB
$424M
SOFR
$423M
Expense Ratio
HYBB
0.25%
Winner
SOFR
0.20%
Max Drawdown
HYBB
18.98%
Winner
SOFR
0.76%
Sharpe Ratio
Winner
HYBB
0.76
SOFR
0.30
5Y Beta
HYBB
0.22
Winner
SOFR
-0.00
5Y Dividends CAGR
HYBB
19.27%
SOFR
N/A
HYBB vs SOFR - Historical Returns
Returns include dividend reinvestment.
1M
HYBB
+0.16%
Winner
SOFR
+0.26%
3M
HYBB
+0.64%
Winner
SOFR
+0.87%
6M
HYBB
+1.64%
Winner
SOFR
+1.77%
1Y
Winner
HYBB
+6.31%
SOFR
+3.93%
5Y(CAGR)
HYBB
+3.58%
SOFR
N/A
Max(CAGR)
HYBB
+4.09%
Winner
SOFR
+4.14%
HYBB vs SOFR - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | HYBB | SOFR |
|---|---|---|
| 2026 | +1.16% | +1.47% |
| 2025 | +8.71% | +4.25% |
| 2024 | +6.69% | +1.20% |
| 2023 | +10.38% | N/A |
| 2022 | -10.05% | N/A |
| 2021 | +3.60% | N/A |
| 2020 | +4.28% | N/A |
HYBB vs SOFR Drawdown Comparison
The maximum drawdown for HYBB was -15.28%, occurring on Sep 27, 2022. Recovery took 631 trading sessions.
The maximum drawdown for SOFR was -0.41%, occurring on Oct 28, 2025. Recovery took 27 trading sessions.
The current HYBB drawdown is -0.51%. The current SOFR drawdown is -0.11%.
| Rank | HYBB | SOFR |
|---|---|---|
| #1 | -15.28% Sep 15, 2021 - Mar 20, 2024 | -0.41% Oct 27, 2025 - Dec 4, 2025 |
| #2 | -4.01% Mar 7, 2025 - May 12, 2025 | -0.40% Dec 20, 2024 - Dec 24, 2024 |
| #3 | -2.72% Feb 12, 2021 - Jun 2, 2021 | -0.32% Feb 27, 2026 - Apr 1, 2026 |
| #4 | -2.48% Feb 20, 2026 - Apr 14, 2026 | -0.15% May 28, 2026 - Jun 2, 2026 |
| #5 | -2.12% Mar 27, 2024 - May 3, 2024 | -0.13% Apr 8, 2026 - Apr 20, 2026 |
| #6 | -1.82% Dec 6, 2024 - Jan 27, 2025 | -0.11% Apr 7, 2025 - Apr 15, 2025 |
| #7 | -1.82% Oct 12, 2020 - Nov 4, 2020 | -0.07% Dec 6, 2024 - Dec 17, 2024 |
| #8 | -1.40% Sep 27, 2024 - Nov 29, 2024 | -0.06% Oct 18, 2024 - Oct 23, 2024 |
| #9 | -1.04% Apr 17, 2026 - May 28, 2026 | -0.06% Feb 14, 2025 - Feb 21, 2025 |
| #10 | -0.97% Oct 1, 2025 - Oct 24, 2025 | -0.05% Dec 3, 2024 - Dec 6, 2024 |
| #11 | -0.96% Oct 27, 2025 - Nov 25, 2025 | -0.05% Jun 27, 2025 - Jul 3, 2025 |
| #12 | -0.91% May 15, 2024 - Jun 3, 2024 | -0.04% Jan 22, 2026 - Jan 29, 2026 |
| #13 | -0.90% Jul 31, 2024 - Aug 13, 2024 | -0.04% Jul 7, 2025 - Jul 11, 2025 |
| #14 | -0.81% Jul 7, 2021 - Jul 23, 2021 | -0.04% Jun 9, 2025 - Jun 13, 2025 |
| #15 | -0.76% Jul 3, 2025 - Jul 23, 2025 | -0.04% Apr 28, 2026 - Apr 30, 2026 |
Correlation
Correlation between HYBB and SOFR is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2020 - 2026)
HYBB vs SOFR dividend yield comparison.
| Year | HYBB | SOFR |
|---|---|---|
| 2026 | 2.57% | 1.51% |
| 2025 | 6.08% | 4.22% |
| 2024 | 6.22% | 1.60% |
| 2023 | 6.28% | 0.00% |
| 2022 | 5.04% | 0.00% |
| 2021 | 3.86% | 0.00% |
| 2020 | 0.76% | 0.00% |
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