AIQ vs. MSTR
AIQ (Global X Artificial Intelligence & Technology ETF) is Technology Equities fund tracking the Indxx Artificial Intelligence & Big Data Index, while MSTR (Strategy Inc) is a stock. Over the past 5 years, AIQ returned 16.96%/yr vs 19.14%/yr for MSTR. A 0.52 correlation means they provide meaningful diversification when combined.
Performance
AIQ vs. MSTR - Performance Comparison
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Returns By Period
In the year-to-date period, AIQ achieves a 25.84% return, which is significantly higher than MSTR's -18.41% return.
AIQ
- 1D
- 0.08%
- 1M
- 2.51%
- YTD
- 25.84%
- 6M
- 26.79%
- 1Y
- 54.15%
- 3Y*
- 32.14%
- 5Y*
- 16.96%
- 10Y*
- —
MSTR
- 1D
- 3.18%
- 1M
- -30.13%
- YTD
- -18.41%
- 6M
- -29.74%
- 1Y
- -67.62%
- 3Y*
- 63.46%
- 5Y*
- 19.14%
- 10Y*
- 20.92%
AIQ vs. MSTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
AIQ Global X Artificial Intelligence & Technology ETF | 25.84% | 31.89% | 24.11% | 55.39% | -36.44% | 17.09% | 52.88% | 39.94% | -14.05% |
MSTR Strategy Inc | -18.41% | -47.53% | 358.54% | 346.15% | -74.00% | 40.13% | 172.42% | 11.65% | 0.23% |
Correlation
The correlation between AIQ and MSTR is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since May 16, 2018 | 0.52 |
The correlation between AIQ and MSTR has been stable across timeframes, ranging from 0.45 to 0.55 - a consistent structural relationship.
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Return for Risk
AIQ vs. MSTR — Risk / Return Rank
AIQ
MSTR
AIQ vs. MSTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Artificial Intelligence & Technology ETF (AIQ) and Strategy Inc (MSTR). 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.
| AIQ | MSTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.01 | ||
| Sortino ratioReturn per unit of downside risk | +4.30 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 0.82 | +0.53 |
| Calmar ratioReturn relative to maximum drawdown | 3.17 | -0.88 | +4.05 |
| Martin ratioReturn relative to average drawdown | 10.43 | -1.27 | +11.70 |
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Drawdowns
AIQ vs. MSTR - Drawdown Comparison
The maximum AIQ drawdown since its inception was -44.66%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for AIQ and MSTR.
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Drawdown Indicators
| AIQ | MSTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.66% | -99.86% | +55.20% |
Max Drawdown (1Y)Largest decline over 1 year | -16.47% | -76.53% | +60.06% |
Max Drawdown (3Y)Largest decline over 3 years | -26.35% | -77.42% | +51.07% |
Max Drawdown (5Y)Largest decline over 5 years | -44.66% | -84.11% | +39.45% |
Max Drawdown (10Y)Largest decline over 10 years | — | -89.27% | — |
Current DrawdownCurrent decline from peak | -8.75% | -73.84% | +65.09% |
Average DrawdownAverage peak-to-trough decline | -9.79% | -86.45% | +76.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.00% | 53.01% | -48.01% |
Volatility
AIQ vs. MSTR - Volatility Comparison
The current volatility for Global X Artificial Intelligence & Technology ETF (AIQ) is 12.90%, while Strategy Inc (MSTR) has a volatility of 21.60%. This indicates that AIQ experiences smaller price fluctuations and is considered to be less risky than MSTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIQ | MSTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.90% | 21.60% | -8.70% |
Volatility (6M)Calculated over the trailing 6-month period | 21.38% | 57.34% | -35.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.31% | 71.15% | -45.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.74% | 90.79% | -65.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.71% | 73.80% | -48.09% |
Dividends
AIQ vs. MSTR - Dividend Comparison
AIQ's dividend yield for the trailing twelve months is around 0.15%, while MSTR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
AIQ Global X Artificial Intelligence & Technology ETF | 0.15% | 0.18% | 0.14% | 0.16% | 0.56% | 0.15% | 0.50% | 0.51% | 0.51% |
MSTR Strategy Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AIQ and MSTR have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTR has higher volatility (21.60%) compared to AIQ (12.90%). In terms of maximum drawdown, AIQ dropped -44.66% vs MSTR's -99.86%.
AIQ currently has the higher Sharpe Ratio (2.06 vs -0.95), 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.
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