NBOS vs SOFR
Comparison between NEUBERGER BERMAN OPTION STRATEGY ETF (NBOS, ETF) and Amplify Samsung SOFR ETF (SOFR, ETF).
NBOS vs SOFR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NBOS
$446M
SOFR
$445M
Expense Ratio
NBOS
0.57%
Winner
SOFR
0.20%
Max Drawdown
NBOS
13.81%
Winner
SOFR
0.78%
Sharpe Ratio
Winner
NBOS
1.56
SOFR
0.01
5Y Beta
NBOS
0.57
Winner
SOFR
-0.00
NBOS vs SOFR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NBOS
+1.42%
SOFR
+0.24%
3M
Winner
NBOS
+4.95%
SOFR
+0.87%
6M
Winner
NBOS
+7.60%
SOFR
+1.76%
1Y
Winner
NBOS
+17.19%
SOFR
+3.84%
Max(CAGR)
Winner
NBOS
+12.80%
SOFR
+4.10%
NBOS vs SOFR - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | NBOS | SOFR |
|---|---|---|
| 2026 | +7.84% | +1.92% |
| 2025 | +12.44% | +4.25% |
| 2024 | +11.01% | +1.20% |
NBOS vs SOFR Drawdown Comparison
The maximum drawdown for NBOS was -12.65%, occurring on Apr 8, 2025. Recovery took 102 trading sessions.
The maximum drawdown for SOFR was -0.41%, occurring on Oct 28, 2025. Recovery took 27 trading sessions.
The current SOFR drawdown is -0.15%.
| Rank | NBOS | SOFR |
|---|---|---|
| #1 | -12.65% Feb 19, 2025 - Jul 17, 2025 | -0.41% Oct 27, 2025 - Dec 4, 2025 |
| #2 | -5.42% Jul 15, 2024 - Sep 17, 2024 | -0.40% Dec 20, 2024 - Dec 24, 2024 |
| #3 | -4.70% Feb 25, 2026 - Apr 17, 2026 | -0.32% Feb 27, 2026 - Apr 1, 2026 |
| #4 | -3.19% Apr 1, 2024 - May 10, 2024 | -0.15% May 28, 2026 - Jun 11, 2026 |
| #5 | -3.12% Nov 12, 2025 - Nov 28, 2025 | -0.15% Jul 20, 2026 - Jul 21, 2026 |
| #6 | -2.54% Jun 1, 2026 - Jun 15, 2026 | -0.13% Jun 25, 2026 - Jul 9, 2026 |
| #7 | -2.38% Dec 11, 2024 - Dec 24, 2024 | -0.13% Apr 8, 2026 - Apr 20, 2026 |
| #8 | -2.13% Dec 26, 2024 - Jan 21, 2025 | -0.11% Apr 7, 2025 - Apr 15, 2025 |
| #9 | -1.99% Feb 2, 2026 - Feb 20, 2026 | -0.08% Jul 16, 2026 - Jul 20, 2026 |
| #10 | -1.71% Oct 6, 2025 - Oct 20, 2025 | -0.07% Dec 6, 2024 - Dec 17, 2024 |
| #11 | -1.44% Jun 15, 2026 - Jun 30, 2026 | -0.06% Oct 18, 2024 - Oct 23, 2024 |
| #12 | -1.44% Jan 12, 2026 - Jan 26, 2026 | -0.06% Feb 14, 2025 - Feb 21, 2025 |
| #13 | -1.31% Oct 18, 2024 - Nov 6, 2024 | -0.05% Dec 3, 2024 - Dec 6, 2024 |
| #14 | -1.07% Jul 30, 2025 - Aug 4, 2025 | -0.05% Jun 27, 2025 - Jul 3, 2025 |
| #15 | -1.02% Nov 14, 2024 - Nov 22, 2024 | -0.04% Jan 22, 2026 - Jan 29, 2026 |
Correlation
Correlation between NBOS and SOFR is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2024 - 2026)
NBOS vs SOFR dividend yield comparison.
| Year | NBOS | SOFR |
|---|---|---|
| 2026 | 4.06% | 1.81% |
| 2025 | 7.81% | 4.22% |
| 2024 | 7.32% | 1.60% |
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