Compare · 2 funds side by side · dividends reinvested

SOFR and SPY

SOFRAmplify×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,493SPY · best of the two

02 / 04

SOFR and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.4

Amplify Samsung SOFR ETFUnsorted0.20%3.69%+3.2%+3.8%[…][…]−0.3%0.7%$464M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SOFR 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Amplify Samsung SOFR ETF · $464M[…]

SOFR

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SOFRMeasureSPY

+3.2%Year to dateJan 1 → Nov 9+11.2%

+3.8%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

0.20%Expense ratio$20 · $9 a year on $10k · lower is better0.09%

3.69%Trailing 12-mo yield$369 · $101 a year on $10k1.01%

−0.3%Worst dropSmaller is better−8.9%

0.7%VolatilityLower is calmer13.7%

SOFRSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SOFR vs SPY: Top 5 Holdings

Today

SOFR

100.0%in top 5

SPY

in top 527.8%

SOFRStockSPY

32.4%SOF11122not top 5

28.8%SOF11092not top 5

17.3%SOF11092not top 5

15.1%SOF11092not top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

6.5%11271GLWnot top 5

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SOFR vs SPY Returns, Every Period

AmplifySOFR

+3.8%

past year

SPYSPDR

+13.5%

past year

SOFRSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: SOFR vs SPY

YTD

AmplifySOFR

+3.2%

SPYSPDR

+11.2%

+3.2%Year to date+11.2%

−0.3%Worst drop · 1Y−8.9%

0.7%Volatility · 1Y13.7%

3.7%Yield1.0%

$464MAssets$778B

3–1SOFR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SOFR, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SOFR0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SOFR, SPY

3.69%highest, SOFR

FundTrailing yieldYield$10k

SOFR3.69%$369

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$349most kept, SOFR

SOFR$369 − $20 = $349

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SOFR, SPY

Today

0.0%most shared, SOFR and SPY

SOFRSPY

SOFR—0.0%

SPY0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPY, at 13.7% volatility

SOFRWorst drop−0.3%0.7% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SOFRSPY

+3.2%Year to date+11.2%

3.7%Yield1.0%

+3.8%Past year+13.5%

0.20%Fee0.09%

3–1SPY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026