APHU vs. MSTU
APHU (T-REX 2X Long APH Daily Target ETF) and MSTU (T-Rex 2X Long MSTR Daily Target ETF) are both Leveraged Equities funds from T-Rex. APHU is passively managed, while MSTU is actively managed. At a 0.20 correlation, their price movements are largely independent. APHU charges 1.50%/yr vs 1.05%/yr for MSTU.
Performance
APHU vs. MSTU - Performance Comparison
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Returns By Period
APHU
- 1D
- -7.68%
- 1M
- 41.17%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSTU
- 1D
- -10.37%
- 1M
- -61.22%
- YTD
- -70.88%
- 6M
- -73.38%
- 1Y
- -96.65%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
APHU vs. MSTU - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
APHU T-REX 2X Long APH Daily Target ETF | 0.94% |
MSTU T-Rex 2X Long MSTR Daily Target ETF | -50.81% |
Correlation
The correlation between APHU and MSTU is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Feb 18, 2026 | 0.20 |
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Return for Risk
APHU vs. MSTU — Risk / Return Rank
APHU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
MSTU
APHU vs. MSTU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T-REX 2X Long APH Daily Target ETF (APHU) and T-Rex 2X Long MSTR Daily Target ETF (MSTU). 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.
| APHU | MSTU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 0.76 | — |
| Calmar ratioReturn relative to maximum drawdown | — | -0.99 | — |
| Martin ratioReturn relative to average drawdown | — | -1.23 | — |
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Drawdowns
APHU vs. MSTU - Drawdown Comparison
The maximum APHU drawdown since its inception was -43.51%, smaller than the maximum MSTU drawdown of -99.06%. Use the drawdown chart below to compare losses from any high point for APHU and MSTU.
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Drawdown Indicators
| APHU | MSTU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.51% | -99.06% | +55.55% |
Max Drawdown (1Y)Largest decline over 1 year | — | -97.73% | — |
Current DrawdownCurrent decline from peak | -7.68% | -99.06% | +91.38% |
Average DrawdownAverage peak-to-trough decline | -19.94% | -72.57% | +52.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 78.30% | — |
Volatility
APHU vs. MSTU - Volatility Comparison
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Volatility by Period
| APHU | MSTU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 44.20% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 114.02% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 94.65% | 142.01% | -47.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 94.65% | 168.53% | -73.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 94.65% | 168.53% | -73.88% |
APHU vs. MSTU - Expense Ratio Comparison
APHU has a 1.50% expense ratio, which is higher than MSTU's 1.05% expense ratio.
Dividends
APHU vs. MSTU - Dividend Comparison
Neither APHU nor MSTU has paid dividends to shareholders.
Frequently Asked Questions
APHU and MSTU have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MSTU is cheaper at 1.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MSTU is cheaper with a 1.05% expense ratio, compared with 1.50% for APHU.
APHU and MSTU have nearly identical dividend yields, around 0.00%.
Their fees differ too: 1.50% for APHU and 1.05% for MSTU.
Find the right allocation for APHU and MSTU
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