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