RJVI vs. SOFR
RJVI (RJ Eagle Vertical Income ETF) and SOFR (Amplify Samsung SOFR ETF) are both Multisector Bonds funds. RJVI is actively managed, while SOFR is passively managed. Their 0.13 correlation means their historical movements had little consistent relationship. RJVI charges 0.51%/yr vs 0.20%/yr for SOFR.
Performance
RJVI vs. SOFR - Performance Comparison
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Returns By Period
In the year-to-date period, RJVI achieves a 1.68% return, which is significantly lower than SOFR's 2.06% return.
RJVI
- 1D
- 0.02%
- 1M
- -0.81%
- 6M
- 0.21%
- YTD
- 1.68%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
SOFR
- 1D
- -0.02%
- 1M
- 0.24%
- 6M
- 1.78%
- YTD
- 2.06%
- 1Y
- 3.78%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 4.11%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $400.67K | $233.11K | $109.48K | |
| $672.00K | $510.60K | $2.25M |
RJVI vs. SOFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RJVI RJ Eagle Vertical Income ETF | 1.68% | 0.52% |
SOFR Amplify Samsung SOFR ETF | 2.06% | 1.02% |
Correlation
The correlation between RJVI and SOFR is 0.13, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 2, 2025 | 0.13 |
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Return for Risk
RJVI vs. SOFR — Risk / Return Rank
RJVI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SOFR
RJVI vs. SOFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RJ Eagle Vertical Income ETF (RJVI) and Amplify Samsung SOFR ETF (SOFR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RJVI | SOFR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 2.99 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 9.47 | — |
| Martin ratioReturn relative to average drawdown | — | 37.96 | — |
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Drawdowns
RJVI vs. SOFR - Drawdown Comparison
The maximum RJVI drawdown since its inception was -3.12%, which is greater than SOFR's maximum drawdown of -0.41%. Use the drawdown chart below to compare losses from any high point for RJVI and SOFR.
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Drawdown Indicators
| RJVI | SOFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.12% | -0.41% | -2.71% |
Max Drawdown (1Y)Largest decline over 1 year | — | -0.41% | — |
Current DrawdownCurrent decline from peak | -1.48% | -0.04% | -1.44% |
Average DrawdownAverage peak-to-trough decline | -1.04% | -0.03% | -1.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.10% | — |
Volatility
RJVI vs. SOFR - Volatility Comparison
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Volatility by Period
| RJVI | SOFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.27% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 0.64% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.10% | 0.89% | +3.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.10% | 0.84% | +3.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.10% | 0.84% | +3.26% |
RJVI vs. SOFR - Expense Ratio Comparison
RJVI has a 0.51% expense ratio, which is higher than SOFR's 0.20% expense ratio.
Dividends
RJVI vs. SOFR - Dividend Comparison
RJVI's dividend yield for the trailing twelve months is around 3.35%, less than SOFR's 3.83% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
RJVI RJ Eagle Vertical Income ETF | 3.35% | 0.93% | 0.00% |
SOFR Amplify Samsung SOFR ETF | 3.83% | 4.22% | 1.60% |
Frequently Asked Questions
RJVI and SOFR have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SOFR is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SOFR is cheaper with a 0.20% expense ratio, compared with 0.51% for RJVI.
SOFR has the higher dividend yield at 3.83%, compared with 3.35% for RJVI.
They also come from different issuers: Carillon Tower Advisers and Amplify. Their fees differ too: 0.51% for RJVI and 0.20% for SOFR.
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