SCMC vs. SOFR
SCMC (Sterling Capital Multi-Strategy Income ETF) and SOFR (Amplify Samsung SOFR ETF) are both Multisector Bonds funds. SCMC is actively managed, while SOFR is passively managed. At a 0.01 correlation, their price movements are largely independent. SCMC charges 0.55%/yr vs 0.20%/yr for SOFR.
Performance
SCMC vs. SOFR - Performance Comparison
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Returns By Period
In the year-to-date period, SCMC achieves a 1.96% return, which is significantly higher than SOFR's 1.45% return.
SCMC
- 1D
- -0.04%
- 1M
- 0.34%
- YTD
- 1.96%
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SOFR
- 1D
- -0.01%
- 1M
- 0.23%
- YTD
- 1.45%
- 6M
- 1.79%
- 1Y
- 3.93%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SCMC vs. SOFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SCMC Sterling Capital Multi-Strategy Income ETF | 1.96% | -0.13% |
SOFR Amplify Samsung SOFR ETF | 1.45% | 0.25% |
Correlation
The correlation between SCMC and SOFR is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 12, 2025 | 0.01 |
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Return for Risk
SCMC vs. SOFR — Risk / Return Rank
SCMC
SOFR
SCMC vs. SOFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Multi-Strategy Income ETF (SCMC) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| SCMC | SOFR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 4.69 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.40 | 4.96 | -3.56 |
Drawdowns
SCMC vs. SOFR - Drawdown Comparison
The maximum SCMC drawdown since its inception was -1.91%, which is greater than SOFR's maximum drawdown of -0.41%. Use the drawdown chart below to compare losses from any high point for SCMC and SOFR.
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Drawdown Indicators
| SCMC | SOFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.91% | -0.41% | -1.50% |
Max Drawdown (1Y)Largest decline over 1 year | — | -0.41% | — |
Current DrawdownCurrent decline from peak | -0.04% | -0.15% | +0.11% |
Average DrawdownAverage peak-to-trough decline | -0.37% | -0.03% | -0.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.10% | — |
Volatility
SCMC vs. SOFR - Volatility Comparison
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Volatility by Period
| SCMC | SOFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.24% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 0.55% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 2.84% | 0.84% | +2.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.84% | 0.84% | +2.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.84% | 0.84% | +2.00% |
SCMC vs. SOFR - Expense Ratio Comparison
SCMC has a 0.55% expense ratio, which is higher than SOFR's 0.20% expense ratio.
Dividends
SCMC vs. SOFR - Dividend Comparison
SCMC's dividend yield for the trailing twelve months is around 2.17%, less than SOFR's 3.95% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
SCMC Sterling Capital Multi-Strategy Income ETF | 2.17% | 0.29% | 0.00% |
SOFR Amplify Samsung SOFR ETF | 3.95% | 4.22% | 1.60% |
Frequently Asked Questions
SCMC and SOFR have a correlation of 0.01, 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 0.55% for SCMC.
SOFR has the higher dividend yield at 3.95%, compared with 2.17% for SCMC.
They also come from different issuers: Sterling Capital and Amplify. Their fees differ too: 0.55% for SCMC and 0.20% for SOFR.
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