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SOFR vs. AINP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SOFR vs. AINP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Amplify Samsung SOFR ETF (SOFR) and Allspring Income Plus ETF (AINP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SOFR achieves a 2.06% return, which is significantly higher than AINP's 0.85% return.


SOFR

1D
-0.02%
1M
0.24%
6M
1.78%
YTD
2.06%
1Y
3.78%
3Y*
5Y*
10Y*
ALL TIME*
4.11%

AINP

1D
-0.18%
1M
-0.93%
6M
0.35%
YTD
0.85%
1Y
3.52%
3Y*
5Y*
10Y*
ALL TIME*
4.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$155.19K$151.21K$205.79K
$672.00K$510.60K$2.25M

SOFR vs. AINP - Yearly Performance Comparison


2026 (YTD)20252024
SOFR
Amplify Samsung SOFR ETF
2.06%4.27%0.36%
AINP
Allspring Income Plus ETF
0.85%7.53%-1.22%

Correlation

The correlation between SOFR and AINP is 0.04, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.04

Correlation (All Time)
Calculated using the full available price history since Dec 5, 2024

0.05

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Return for Risk

SOFR vs. AINP — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

SOFR
SOFR Risk / Return Rank: 9898
Overall Rank
SOFR Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
SOFR Sortino Ratio Rank: 9898
Sortino Ratio Rank
SOFR Omega Ratio Rank: 9999
Omega Ratio Rank
SOFR Calmar Ratio Rank: 9898
Calmar Ratio Rank
SOFR Martin Ratio Rank: 9898
Martin Ratio Rank

AINP
AINP Risk / Return Rank: 5353
Overall Rank
AINP Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
AINP Sortino Ratio Rank: 5656
Sortino Ratio Rank
AINP Omega Ratio Rank: 5555
Omega Ratio Rank
AINP Calmar Ratio Rank: 4747
Calmar Ratio Rank
AINP Martin Ratio Rank: 5555
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SOFR vs. AINP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amplify Samsung SOFR ETF (SOFR) and Allspring Income Plus ETF (AINP). 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.


SOFRAINPDifference
Sharpe ratioReturn per unit of total volatility

+3.03

Sortino ratioReturn per unit of downside risk

+4.37

Omega ratioGain probability vs. loss probability

2.99

1.24

+1.75

Calmar ratioReturn relative to maximum drawdown

9.47

1.68

+7.79

Martin ratioReturn relative to average drawdown

37.96

6.49

+31.46

SOFR vs. AINP - Sharpe Ratio Comparison

The current SOFR Sharpe Ratio is 4.32, which is higher than the AINP Sharpe Ratio of 1.29. The chart below compares the historical Sharpe Ratios of SOFR and AINP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SOFR vs. AINP - Drawdown Comparison

The maximum SOFR drawdown since its inception was -0.41%, smaller than the maximum AINP drawdown of -2.61%. Use the drawdown chart below to compare losses from any high point for SOFR and AINP.


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Drawdown Indicators


SOFRAINPDifference

Max Drawdown

Largest peak-to-trough decline

-0.41%

-2.61%

+2.20%

Max Drawdown (1Y)

Largest decline over 1 year

-0.41%

-2.51%

+2.10%

Current Drawdown

Current decline from peak

-0.04%

-1.05%

+1.01%

Average Drawdown

Average peak-to-trough decline

-0.03%

-0.46%

+0.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.10%

0.65%

-0.55%

Volatility

SOFR vs. AINP - Volatility Comparison

The current volatility for Amplify Samsung SOFR ETF (SOFR) is 0.27%, while Allspring Income Plus ETF (AINP) has a volatility of 0.83%. This indicates that SOFR experiences smaller price fluctuations and is considered to be less risky than AINP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SOFRAINPDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.27%

0.83%

-0.56%

Volatility (6M)

Calculated over the trailing 6-month period

0.64%

2.58%

-1.94%

Volatility (1Y)

Calculated over the trailing 1-year period

0.89%

3.28%

-2.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.84%

3.58%

-2.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.84%

3.58%

-2.74%

SOFR vs. AINP - Expense Ratio Comparison

SOFR has a 0.20% expense ratio, which is lower than AINP's 0.36% expense ratio.


Dividends

SOFR vs. AINP - Dividend Comparison

SOFR's dividend yield for the trailing twelve months is around 3.83%, less than AINP's 5.87% yield.


PositionTTM20252024
AINP
Allspring Income Plus ETF
5.87%5.03%0.47%
SOFR
Amplify Samsung SOFR ETF
3.83%4.22%1.60%

Frequently Asked Questions


SOFR and AINP have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AINP has higher volatility (0.83%) compared to SOFR (0.27%). In terms of maximum drawdown, SOFR dropped -0.41% vs AINP's -2.61%.

On 1-year performance, SOFR leads with 3.78% vs 3.52% for AINP. On fees, SOFR is cheaper at 0.20% per year. On volatility, SOFR has been the lower-risk option at 0.27%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, SOFR has performed better with a 3.78% return vs 3.52%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SOFR is cheaper with a 0.20% expense ratio, compared with 0.36% for AINP.

AINP has the higher dividend yield at 5.87%, compared with 3.83% for SOFR.

They also come from different issuers: Amplify and Allspring. Their fees differ too: 0.20% for SOFR and 0.36% for AINP.

SOFR currently has the higher Sharpe Ratio (4.32 vs 1.29), 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.

Portfolio Optimizer

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