XAGG vs. SOFR
Compare and contrast key facts about Eaton Vance Income Opportunities ETF (XAGG) and Amplify Samsung SOFR ETF (SOFR).
XAGG and SOFR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XAGG is an actively managed fund by Eaton Vance. It was launched on Nov 10, 2025. SOFR is a passively managed fund by Amplify that tracks the performance of the Secured Overnight Financing Rate. It was launched on Nov 14, 2023.
Performance
XAGG vs. SOFR - Performance Comparison
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XAGG vs. SOFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XAGG Eaton Vance Income Opportunities ETF | 0.37% | 1.61% |
SOFR Amplify Samsung SOFR ETF | 0.93% | 0.56% |
Returns By Period
In the year-to-date period, XAGG achieves a 0.37% return, which is significantly lower than SOFR's 0.93% return.
XAGG
- 1D
- -0.00%
- 1M
- -1.43%
- YTD
- 0.37%
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SOFR
- 1D
- 0.03%
- 1M
- 0.36%
- YTD
- 0.93%
- 6M
- 1.91%
- 1Y
- 4.11%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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XAGG vs. SOFR - Expense Ratio Comparison
XAGG has a 0.50% expense ratio, which is higher than SOFR's 0.20% expense ratio.
Return for Risk
XAGG vs. SOFR — Risk / Return Rank
XAGG
SOFR
XAGG vs. SOFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Income Opportunities ETF (XAGG) 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
| XAGG | SOFR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 5.13 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.54 | 5.03 | -3.49 |
Correlation
The correlation between XAGG and SOFR is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
XAGG vs. SOFR - Dividend Comparison
XAGG's dividend yield for the trailing twelve months is around 2.71%, less than SOFR's 4.06% yield.
| TTM | 2025 | 2024 | |
|---|---|---|---|
XAGG Eaton Vance Income Opportunities ETF | 2.71% | 1.02% | 0.00% |
SOFR Amplify Samsung SOFR ETF | 4.06% | 4.22% | 1.60% |
Drawdowns
XAGG vs. SOFR - Drawdown Comparison
The maximum XAGG drawdown since its inception was -2.88%, which is greater than SOFR's maximum drawdown of -0.41%. Use the drawdown chart below to compare losses from any high point for XAGG and SOFR.
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Drawdown Indicators
| XAGG | SOFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.88% | -0.41% | -2.47% |
Max Drawdown (1Y)Largest decline over 1 year | — | -0.41% | — |
Current DrawdownCurrent decline from peak | -2.00% | 0.00% | -2.00% |
Average DrawdownAverage peak-to-trough decline | -0.49% | -0.03% | -0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.10% | — |
Volatility
XAGG vs. SOFR - Volatility Comparison
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Volatility by Period
| XAGG | SOFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.08% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 0.76% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.39% | 0.81% | +2.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.39% | 0.85% | +2.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.39% | 0.85% | +2.54% |