- What does SOFR invest in?
- This actively managed ETF is structured to generate regular monthly income for investors while concurrently aiming to lessen exposure to risk. Its primary goal is to closely track the performance of the Secured Overnight Financing Rate (SOFR), an index published by the Federal Reserve Bank of New York.
- What is the expense ratio of SOFR?
- Amplify Samsung SOFR ETF (SOFR) charges an expense ratio of 0.20%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SOFR?
- Amplify Samsung SOFR ETF (SOFR) manages $452.3M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is SOFR actively managed or an index fund?
- SOFR is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (SOFR's is 0.20%) in exchange for the discretion to over- or under-weight positions.
- When was SOFR launched?
- Amplify Samsung SOFR ETF (SOFR) launched in November 2023 and is managed by Amplify.
- How has SOFR performed?
- SOFR's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
