PFLD vs SOFR
Comparison between AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF (PFLD, ETF) and Amplify Samsung SOFR ETF (SOFR, ETF).
PFLD vs SOFR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PFLD
$424M
SOFR
$423M
Expense Ratio
PFLD
0.45%
Winner
SOFR
0.20%
Max Drawdown
PFLD
33.54%
Winner
SOFR
0.76%
Sharpe Ratio
Winner
PFLD
0.56
SOFR
0.30
5Y Beta
PFLD
0.14
Winner
SOFR
-0.00
5Y Dividends CAGR
PFLD
-1.70%
SOFR
N/A
PFLD vs SOFR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PFLD
+0.33%
SOFR
+0.26%
3M
Winner
PFLD
+1.26%
SOFR
+0.87%
6M
Winner
PFLD
+3.00%
SOFR
+1.77%
1Y
Winner
PFLD
+5.66%
SOFR
+3.93%
5Y(CAGR)
PFLD
+1.00%
SOFR
N/A
Max(CAGR)
PFLD
+2.18%
Winner
SOFR
+4.14%
PFLD vs SOFR - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | PFLD | SOFR |
|---|---|---|
| 2026 | +2.11% | +1.47% |
| 2025 | +0.80% | +4.25% |
| 2024 | +5.48% | +1.20% |
| 2023 | +7.49% | N/A |
| 2022 | -12.51% | N/A |
| 2021 | +4.81% | N/A |
| 2020 | +4.70% | N/A |
| 2019 | +1.04% | N/A |
PFLD vs SOFR Drawdown Comparison
The maximum drawdown for PFLD was -33.20%, occurring on Mar 18, 2020. Recovery took 190 trading sessions.
The maximum drawdown for SOFR was -0.41%, occurring on Oct 28, 2025. Recovery took 27 trading sessions.
The current PFLD drawdown is -0.20%. The current SOFR drawdown is -0.11%.
| Rank | PFLD | SOFR |
|---|---|---|
| #1 | -33.20% Feb 11, 2020 - Nov 10, 2020 | -0.41% Oct 27, 2025 - Dec 4, 2025 |
| #2 | -15.51% Nov 4, 2021 - Sep 11, 2024 | -0.40% Dec 20, 2024 - Dec 24, 2024 |
| #3 | -6.41% Mar 3, 2025 - Jan 27, 2026 | -0.32% Feb 27, 2026 - Apr 1, 2026 |
| #4 | -2.85% Nov 8, 2024 - Feb 26, 2025 | -0.15% May 28, 2026 - Jun 2, 2026 |
| #5 | -2.23% Feb 23, 2026 - Apr 17, 2026 | -0.13% Apr 8, 2026 - Apr 20, 2026 |
| #6 | -1.61% Jan 22, 2021 - Mar 10, 2021 | -0.11% Apr 7, 2025 - Apr 15, 2025 |
| #7 | -1.38% Dec 31, 2020 - Jan 19, 2021 | -0.07% Dec 6, 2024 - Dec 17, 2024 |
| #8 | -1.31% Sep 19, 2024 - Oct 15, 2024 | -0.06% Oct 18, 2024 - Oct 23, 2024 |
| #9 | -1.12% Apr 26, 2021 - Jun 2, 2021 | -0.06% Feb 14, 2025 - Feb 21, 2025 |
| #10 | -0.99% Sep 22, 2021 - Oct 28, 2021 | -0.05% Dec 3, 2024 - Dec 6, 2024 |
| #11 | -0.75% Oct 16, 2024 - Nov 8, 2024 | -0.05% Jun 27, 2025 - Jul 3, 2025 |
| #12 | -0.72% Aug 6, 2021 - Sep 22, 2021 | -0.04% Jan 22, 2026 - Jan 29, 2026 |
| #13 | -0.71% May 7, 2026 - May 28, 2026 | -0.04% Jul 7, 2025 - Jul 11, 2025 |
| #14 | -0.67% Mar 16, 2021 - Mar 22, 2021 | -0.04% Jun 9, 2025 - Jun 13, 2025 |
| #15 | -0.64% Jul 9, 2021 - Aug 2, 2021 | -0.04% Apr 28, 2026 - Apr 30, 2026 |
Correlation
Correlation between PFLD and SOFR is 0.50 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.50
-101
Dividend Comparison (2019 - 2026)
PFLD vs SOFR dividend yield comparison.
| Year | PFLD | SOFR |
|---|---|---|
| 2026 | 2.17% | 1.51% |
| 2025 | 6.52% | 4.22% |
| 2024 | 7.09% | 1.60% |
| 2023 | 7.09% | 0.00% |
| 2022 | 5.76% | 0.00% |
| 2021 | 4.52% | 0.00% |
| 2020 | 4.79% | 0.00% |
| 2019 | 0.82% | 0.00% |
Select Stocks to Compare
Popular: PFLD vs SPYSOFR vs SPY
More Comparisons
Compare with similar stocks