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SOFR vs POWR

Comparison between Amplify Samsung SOFR ETF (SOFR, ETF) and ISHARES U.S. POWER INFRASTRUCTURE ETF (POWR, ETF).

SOFR vs POWR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SOFR
$451M
POWR
$451M
Expense Ratio
Winner
SOFR
0.20%
POWR
0.39%
Max Drawdown
Winner
SOFR
0.78%
POWR
72.09%
Sharpe Ratio
SOFR
-0.05
Winner
POWR
0.31
5Y Beta
Winner
SOFR
-0.00
POWR
0.71
P/E Ratio
SOFR
N/A
POWR
20.92
Forward P/E
SOFR
N/A
POWR
18.60
PEG Ratio
SOFR
N/A
POWR
0.06
5Y Dividends CAGR
SOFR
N/A
POWR
20.61%
5Y EPS CAGR
SOFR
N/A
POWR
14.64%
Debt to Equity
SOFR
N/A
POWR
86.59%
P/S Ratio
SOFR
N/A
POWR
3.01
P/B Ratio
SOFR
N/A
POWR
2.71

SOFR vs POWR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SOFR
+0.31%
POWR
-2.08%
3M
Winner
SOFR
+0.75%
POWR
-8.55%
6M
Winner
SOFR
+1.48%
POWR
-4.24%
1Y
SOFR
+3.78%
Winner
POWR
+7.24%
5Y(CAGR)
SOFR
N/A
POWR
+15.09%
10Y(CAGR)
SOFR
N/A
POWR
+7.44%
Max(CAGR)
Winner
SOFR
+4.10%
POWR
+3.82%

SOFR vs POWR - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearSOFRPOWR
2026+2.34%+6.76%
2025+4.25%+9.62%
2024+1.20%-2.08%
2023N/A+7.60%
2022N/A+39.06%
2021N/A+41.27%
2020N/A-28.88%
2019N/A+6.62%
2018N/A-12.61%
2017N/A+8.23%
2016N/A+28.23%
2015N/A-21.79%
2014N/A-14.48%
2013N/A+12.85%
2012N/A-4.91%

SOFR vs POWR Drawdown Comparison

The maximum drawdown for SOFR was -0.41%, occurring on Oct 28, 2025. Recovery took 27 trading sessions.

The maximum drawdown for POWR was -65.97%, occurring on Mar 18, 2020. Recovery took 1952 trading sessions.

The current SOFR drawdown is -0.04%. The current POWR drawdown is -9.59%.

RankSOFRPOWR
#1-0.41%
Oct 27, 2025 - Dec 4, 2025
-65.97%
Jun 23, 2014 - Mar 23, 2022
#2-0.40%
Dec 20, 2024 - Dec 24, 2024
-25.07%
Jun 8, 2022 - Nov 15, 2022
#3-0.32%
Feb 27, 2026 - Apr 1, 2026
-23.12%
Apr 10, 2024 - Feb 3, 2026
#4-0.16%
Aug 12, 2026 - Aug 25, 2026
-20.95%
Feb 27, 2012 - Oct 22, 2013
#5-0.15%
May 28, 2026 - Jun 11, 2026
-15.40%
Nov 15, 2022 - Aug 11, 2023
#6-0.15%
Jul 20, 2026 - Aug 6, 2026
-10.13%
Sep 14, 2023 - Mar 14, 2024
#7-0.13%
Jun 25, 2026 - Jul 9, 2026
-9.77%
May 5, 2026 - Jul 29, 2026
#8-0.13%
Apr 8, 2026 - Apr 20, 2026
-8.73%
Dec 31, 2013 - Apr 2, 2014
#9-0.12%
Aug 6, 2026 - Aug 12, 2026
-8.41%
Apr 20, 2022 - May 4, 2022
#10-0.11%
Apr 7, 2025 - Apr 15, 2025
-7.44%
May 6, 2022 - May 17, 2022
#11-0.08%
Aug 26, 2026 - Aug 27, 2026
-4.28%
Nov 22, 2013 - Dec 31, 2013
#12-0.08%
Jul 16, 2026 - Jul 20, 2026
-4.20%
Feb 24, 2026 - Apr 9, 2026
#13-0.07%
Dec 6, 2024 - Dec 17, 2024
-3.73%
Nov 4, 2013 - Nov 15, 2013
#14-0.06%
Oct 18, 2024 - Oct 23, 2024
-3.01%
Aug 11, 2023 - Aug 30, 2023
#15-0.06%
Feb 14, 2025 - Feb 21, 2025
-2.51%
Mar 25, 2022 - Apr 8, 2022

Correlation

Correlation between SOFR and POWR is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2012 - 2026)

SOFR vs POWR dividend yield comparison.

YearSOFRPOWR
20262.42%0.61%
20254.22%7.56%
20241.60%4.36%
20230.00%4.16%
20220.00%4.82%
20210.00%3.94%
20200.00%3.96%
20190.00%5.71%
20180.00%3.17%
20170.00%3.11%
20160.00%2.75%
20150.00%3.42%
20140.00%2.44%
20130.00%2.46%
20120.00%2.56%

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