SOFI vs. ATMP
SOFI (SoFi Technologies, Inc.) is a stock, while ATMP (Barclays ETN+ Select MLP ETN) is MLPs fund tracking the CIBC Atlas Select MLP VWAP. Over the past 5 years, SOFI returned 3.01%/yr vs 18.13%/yr for ATMP. At a 0.26 correlation, their price movements are largely independent.
Performance
SOFI vs. ATMP - Performance Comparison
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Returns By Period
In the year-to-date period, SOFI achieves a -29.14% return, which is significantly lower than ATMP's 24.97% return.
SOFI
- 1D
- 2.32%
- 1M
- 11.88%
- 6M
- -31.65%
- YTD
- -29.14%
- 1Y
- -13.03%
- 3Y*
- 26.89%
- 5Y*
- 3.01%
- 10Y*
- —
ATMP
- 1D
- 0.53%
- 1M
- 3.63%
- 6M
- 22.02%
- YTD
- 24.97%
- 1Y
- 23.33%
- 3Y*
- 21.20%
- 5Y*
- 18.13%
- 10Y*
- 4.68%
SOFI vs. ATMP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SOFI SoFi Technologies, Inc. | -29.14% | 70.00% | 54.77% | 115.84% | -70.84% | 27.09% | 13.09% |
ATMP Barclays ETN+ Select MLP ETN | 24.97% | 1.73% | 31.66% | 14.51% | 20.71% | 33.06% | -1.19% |
Correlation
The correlation between SOFI and ATMP is -0.07, 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 (1Y) Calculated over the trailing 1-year period | -0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Nov 30, 2020 | 0.26 |
The correlation between SOFI and ATMP shifts across timeframes, from -0.07 (1 year) to 0.29 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
SOFI vs. ATMP — Risk / Return Rank
SOFI
ATMP
SOFI vs. ATMP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SoFi Technologies, Inc. (SOFI) and Barclays ETN+ Select MLP ETN (ATMP). 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.
| SOFI | ATMP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.85 | ||
| Sortino ratioReturn per unit of downside risk | -2.26 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.28 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | -0.25 | 2.84 | -3.08 |
| Martin ratioReturn relative to average drawdown | -0.41 | 6.66 | -7.07 |
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Drawdowns
SOFI vs. ATMP - Drawdown Comparison
The maximum SOFI drawdown since its inception was -83.32%, roughly equal to the maximum ATMP drawdown of -80.86%. Use the drawdown chart below to compare losses from any high point for SOFI and ATMP.
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Drawdown Indicators
| SOFI | ATMP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.32% | -80.86% | -2.46% |
Max Drawdown (1Y)Largest decline over 1 year | -52.96% | -8.30% | -44.66% |
Max Drawdown (3Y)Largest decline over 3 years | -52.96% | -16.48% | -36.48% |
Max Drawdown (5Y)Largest decline over 5 years | -81.54% | -22.98% | -58.56% |
Max Drawdown (10Y)Largest decline over 10 years | — | -75.66% | — |
Current DrawdownCurrent decline from peak | -42.41% | -2.19% | -40.22% |
Average DrawdownAverage peak-to-trough decline | -51.10% | -30.93% | -20.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 31.48% | 3.52% | +27.96% |
Volatility
SOFI vs. ATMP - Volatility Comparison
SoFi Technologies, Inc. (SOFI) has a higher volatility of 12.27% compared to Barclays ETN+ Select MLP ETN (ATMP) at 5.19%. This indicates that SOFI's price experiences larger fluctuations and is considered to be riskier than ATMP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SOFI | ATMP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.27% | 5.19% | +7.08% |
Volatility (6M)Calculated over the trailing 6-month period | 37.45% | 11.47% | +25.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 55.60% | 14.60% | +41.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 66.45% | 22.10% | +44.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 71.59% | 27.63% | +43.96% |
Dividends
SOFI vs. ATMP - Dividend Comparison
Neither SOFI nor ATMP has paid dividends to shareholders.
Frequently Asked Questions
SOFI and ATMP have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOFI has higher volatility (12.27%) compared to ATMP (5.19%). In terms of maximum drawdown, SOFI dropped -83.32% vs ATMP's -80.86%.
ATMP currently has the higher Sharpe Ratio (1.61 vs -0.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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