AUMI vs. MSTY
Compare and contrast key facts about Themes Gold Miners ETF (AUMI) and YieldMax™ MSTR Option Income Strategy ETF (MSTY).
AUMI and MSTY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AUMI is a passively managed fund by Themes that tracks the performance of the Solactive Global Pure Gold Miners Index. It was launched on Dec 12, 2023. MSTY is an actively managed fund by YieldMax. It was launched on Feb 21, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AUMI or MSTY.
Correlation
The correlation between AUMI and MSTY is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AUMI vs. MSTY - Performance Comparison
Key characteristics
AUMI:
33.80%
MSTY:
80.38%
AUMI:
-17.71%
MSTY:
-33.16%
AUMI:
-8.15%
MSTY:
-18.77%
Returns By Period
In the year-to-date period, AUMI achieves a 7.66% return, which is significantly lower than MSTY's 12.09% return.
AUMI
7.66%
4.88%
7.43%
45.72%
N/A
N/A
MSTY
12.09%
-13.58%
75.38%
N/A
N/A
N/A
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AUMI vs. MSTY - Expense Ratio Comparison
AUMI has a 0.35% expense ratio, which is lower than MSTY's 0.99% expense ratio.
Risk-Adjusted Performance
AUMI vs. MSTY — Risk-Adjusted Performance Rank
AUMI
MSTY
AUMI vs. MSTY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Themes Gold Miners ETF (AUMI) and YieldMax™ MSTR Option Income Strategy ETF (MSTY). 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.
Not enough dataDividends
AUMI vs. MSTY - Dividend Comparison
AUMI's dividend yield for the trailing twelve months is around 1.71%, less than MSTY's 93.29% yield.
| TTM | 2024 | |
|---|---|---|
AUMI Themes Gold Miners ETF | 1.71% | 1.84% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | 93.29% | 104.56% |
Drawdowns
AUMI vs. MSTY - Drawdown Comparison
The maximum AUMI drawdown since its inception was -17.71%, smaller than the maximum MSTY drawdown of -33.16%. Use the drawdown chart below to compare losses from any high point for AUMI and MSTY. For additional features, visit the drawdowns tool.
Volatility
AUMI vs. MSTY - Volatility Comparison
The current volatility for Themes Gold Miners ETF (AUMI) is 8.93%, while YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a volatility of 24.63%. This indicates that AUMI experiences smaller price fluctuations and is considered to be less risky than MSTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.