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Upturn AI SWOT - About
Amplify Samsung SOFR ETF (SOF)
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Upturn Advisory Summary
11/12/2025: SOF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 6.45% | Avg. Invested days 352 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/12/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 95.73 - 100.22 | Updated Date 06/29/2025 |
52 Weeks Range 95.73 - 100.22 | Updated Date 06/29/2025 |
Upturn AI SWOT
Amplify Samsung SOFR ETF
ETF Overview
Overview
The Amplify Samsung SOFR ETF (SOFR) seeks to provide investment results that correspond, before fees and expenses, to the performance of the Samsung SOFR Index. The fund primarily invests in financial instruments that are economically tied to the Secured Overnight Financing Rate (SOFR). It aims to offer investors exposure to short-term U.S. interest rates.
Reputation and Reliability
Amplify ETFs is known for offering innovative and niche ETFs. Their reputation is generally positive, though they are a smaller player compared to major ETF issuers.
Management Expertise
Amplify ETFs' management team has experience in structuring and managing various ETF products, including those focused on specific market segments and investment strategies.
Investment Objective
Goal
To provide investment results that correspond, before fees and expenses, to the performance of the Samsung SOFR Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Samsung SOFR Index, which measures the performance of the Secured Overnight Financing Rate (SOFR).
Composition The ETF's assets primarily consist of financial instruments linked to SOFR, such as U.S. Treasury securities, repurchase agreements, and other short-term debt instruments.
Market Position
Market Share: Data not readily available for precise market share calculation due to the niche nature of the ETF.
Total Net Assets (AUM): Data not readily available.
Competitors
Key Competitors
- SRLN
- FLOT
- USFR
Competitive Landscape
The competitive landscape involves established floating rate note ETFs. SOFR ETF focuses on SOFR rate exposure. Its advantages include its targeted exposure, while disadvantages include lower liquidity and less historical performance data compared to larger competitors.
Financial Performance
Historical Performance: Historical performance data is not readily available due to the relative newness of the ETF.
Benchmark Comparison: Benchmark comparison would involve comparing its performance to the Samsung SOFR Index.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The average trading volume is typically low, reflecting its niche focus and relatively small size.
Bid-Ask Spread
The bid-ask spread can be relatively wide due to lower trading volume.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate policies, and overall market sentiment influence SOFR ETF. Changes in Federal Reserve policy, inflation expectations, and credit market conditions impact the SOFR rate and, consequently, the ETF's performance.
Growth Trajectory
Growth trajectory depends on investor adoption of SOFR-linked investments and broader interest rate trends. Changes to strategy and holdings will depend on the specific terms of the fund and prevailing market opportunities and risks.
Moat and Competitive Advantages
Competitive Edge
The Amplify Samsung SOFR ETF's competitive advantage lies in its direct exposure to the Secured Overnight Financing Rate (SOFR), a key benchmark interest rate. This targeted approach provides investors with a transparent and liquid way to participate in the SOFR market. Its unique focus allows for more precise hedging and investment strategies based on short-term interest rate movements. This ETF offers a specific solution for investors seeking direct exposure to SOFR, differentiating it from broader floating rate or short-term bond funds.
Risk Analysis
Volatility
Volatility is expected to be low, given the short-term nature of the underlying investments and the focus on a benchmark interest rate.
Market Risk
Market risk primarily relates to changes in interest rates and credit market conditions. The value of the ETF can fluctuate based on changes in SOFR.
Investor Profile
Ideal Investor Profile
The ideal investor profile is one seeking direct exposure to the Secured Overnight Financing Rate (SOFR) for hedging purposes or to capitalize on short-term interest rate movements.
Market Risk
The ETF is suitable for active traders and those seeking specific SOFR exposure, rather than long-term investors focused on broad market returns.
Summary
The Amplify Samsung SOFR ETF offers targeted exposure to the Secured Overnight Financing Rate (SOFR). It is designed for investors seeking to manage interest rate risk or capitalize on short-term rate movements. The ETF's performance is directly tied to the SOFR benchmark. It's a niche product, suitable for sophisticated investors. Its relatively low trading volume can impact liquidity.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Amplify ETFs Website
- ETF.com
- Bloomberg
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Amplify Samsung SOFR ETF
Exchange NYSE | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed ETF that seeks to closely replicate the performance of the SOFR, as published by the Federal Reserve Bank of New York. Under normal market circumstances, the fund will invest at least 80% of its net assets in investment instruments selected by Samsung Asset Management, Inc., the fund"s sub-adviser with the goal of achieving the returns that closely replicate the performance of SOFR after fund fees and expenses and prior to any distributions payable by the fund. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.