SOFR vs IQQQ
Comparison between Amplify Samsung SOFR ETF (SOFR, ETF) and PROSHARES NASDAQ-100 HIGH INCOME ETF (IQQQ, ETF).
SOFR vs IQQQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SOFR
$432M
IQQQ
$430M
Expense Ratio
Winner
SOFR
0.20%
IQQQ
0.55%
Max Drawdown
Winner
SOFR
0.76%
IQQQ
23.87%
Sharpe Ratio
SOFR
0.14
Winner
IQQQ
1.75
5Y Beta
Winner
SOFR
-0.00
IQQQ
1.06
P/E Ratio
SOFR
N/A
IQQQ
37.78
Forward P/E
SOFR
N/A
IQQQ
25.11
PEG Ratio
SOFR
N/A
IQQQ
0.29
5Y EPS CAGR
SOFR
N/A
IQQQ
30.60%
Debt to Equity
SOFR
N/A
IQQQ
35.50%
SOFR vs IQQQ - Historical Returns
Returns include dividend reinvestment.
1M
SOFR
+0.32%
Winner
IQQQ
+4.75%
3M
SOFR
+0.92%
Winner
IQQQ
+20.20%
6M
SOFR
+1.80%
Winner
IQQQ
+18.96%
1Y
SOFR
+3.92%
Winner
IQQQ
+36.94%
Max(CAGR)
SOFR
+4.15%
Winner
IQQQ
+22.01%
SOFR vs IQQQ - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | SOFR | IQQQ |
|---|---|---|
| 2026 | +1.64% | +17.98% |
| 2025 | +4.25% | +17.39% |
| 2024 | +1.20% | +13.47% |
SOFR vs IQQQ Drawdown Comparison
The maximum drawdown for SOFR was -0.41%, occurring on Oct 28, 2025. Recovery took 27 trading sessions.
The maximum drawdown for IQQQ was -20.42%, occurring on Apr 8, 2025. Recovery took 132 trading sessions.
The current IQQQ drawdown is -1.13%.
| Rank | SOFR | IQQQ |
|---|---|---|
| #1 | -0.41% Oct 27, 2025 - Dec 4, 2025 | -20.42% Dec 16, 2024 - Jun 30, 2025 |
| #2 | -0.40% Dec 20, 2024 - Dec 24, 2024 | -13.05% Jul 10, 2024 - Nov 6, 2024 |
| #3 | -0.32% Feb 27, 2026 - Apr 1, 2026 | -11.13% Oct 29, 2025 - Apr 17, 2026 |
| #4 | -0.15% May 28, 2026 - Jun 11, 2026 | -6.82% Mar 22, 2024 - May 15, 2024 |
| #5 | -0.13% Apr 8, 2026 - Apr 20, 2026 | -6.56% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -0.11% Apr 7, 2025 - Apr 15, 2025 | -3.57% Oct 8, 2025 - Oct 20, 2025 |
| #7 | -0.07% Dec 6, 2024 - Dec 17, 2024 | -3.50% Nov 8, 2024 - Dec 2, 2024 |
| #8 | -0.06% Oct 18, 2024 - Oct 23, 2024 | -2.91% Aug 14, 2025 - Sep 8, 2025 |
| #9 | -0.06% Feb 14, 2025 - Feb 21, 2025 | -2.63% May 14, 2026 - May 26, 2026 |
| #10 | -0.05% Dec 3, 2024 - Dec 6, 2024 | -2.43% Jul 28, 2025 - Aug 8, 2025 |
| #11 | -0.05% Jun 27, 2025 - Jul 3, 2025 | -2.07% Jun 18, 2024 - Jul 2, 2024 |
| #12 | -0.04% Jan 22, 2026 - Jan 29, 2026 | -1.72% May 28, 2024 - Jun 5, 2024 |
| #13 | -0.04% Jul 7, 2025 - Jul 11, 2025 | -1.52% Sep 22, 2025 - Oct 1, 2025 |
| #14 | -0.04% Jun 9, 2025 - Jun 13, 2025 | -1.13% Dec 6, 2024 - Dec 11, 2024 |
| #15 | -0.04% Apr 28, 2026 - Apr 30, 2026 | -1.09% Oct 21, 2025 - Oct 24, 2025 |
Correlation
Correlation between SOFR and IQQQ is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2024 - 2026)
SOFR vs IQQQ dividend yield comparison.
| Year | SOFR | IQQQ |
|---|---|---|
| 2026 | 1.51% | 2.51% |
| 2025 | 4.22% | 10.34% |
| 2024 | 1.60% | 7.27% |
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