AVGW vs. MSTY
AVGW (Roundhill AVGO WeeklyPay™ ETF) and MSTY (YieldMax™ MSTR Option Income Strategy ETF) are both Derivative Income funds. Both are actively managed. At a 0.31 correlation, their price movements are largely independent. Both charge a 0.99% expense ratio.
Performance
AVGW vs. MSTY - Performance Comparison
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Returns By Period
In the year-to-date period, AVGW achieves a 22.93% return, which is significantly higher than MSTY's -12.93% return.
AVGW
- 1D
- -14.53%
- 1M
- -2.93%
- YTD
- 22.93%
- 6M
- 9.02%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSTY
- 1D
- 2.11%
- 1M
- -27.89%
- YTD
- -12.93%
- 6M
- -25.20%
- 1Y
- -59.99%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AVGW vs. MSTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AVGW Roundhill AVGO WeeklyPay™ ETF | 22.93% | 20.91% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | -12.93% | -57.73% |
Correlation
The correlation between AVGW and MSTY is 0.31, 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 Jul 25, 2025 | 0.31 |
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Return for Risk
AVGW vs. MSTY — Risk / Return Rank
AVGW
MSTY
AVGW vs. MSTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill AVGO WeeklyPay™ ETF (AVGW) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| AVGW | MSTY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | -1.00 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.27 | +0.78 |
Drawdowns
AVGW vs. MSTY - Drawdown Comparison
The maximum AVGW drawdown since its inception was -34.65%, smaller than the maximum MSTY drawdown of -71.79%. Use the drawdown chart below to compare losses from any high point for AVGW and MSTY.
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Drawdown Indicators
| AVGW | MSTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.65% | -71.79% | +37.14% |
Max Drawdown (1Y)Largest decline over 1 year | — | -71.79% | — |
Current DrawdownCurrent decline from peak | -15.71% | -65.77% | +50.06% |
Average DrawdownAverage peak-to-trough decline | -12.21% | -26.15% | +13.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 47.05% | — |
Volatility
AVGW vs. MSTY - Volatility Comparison
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Volatility by Period
| AVGW | MSTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 17.17% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 48.56% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 55.87% | 60.41% | -4.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 55.87% | 71.87% | -16.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 55.87% | 71.87% | -16.00% |
AVGW vs. MSTY - Expense Ratio Comparison
Both AVGW and MSTY have an expense ratio of 0.99%.
Dividends
AVGW vs. MSTY - Dividend Comparison
AVGW's dividend yield for the trailing twelve months is around 52.01%, less than MSTY's 268.88% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
AVGW Roundhill AVGO WeeklyPay™ ETF | 52.01% | 31.15% | 0.00% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | 268.88% | 294.61% | 104.56% |
Frequently Asked Questions
AVGW and MSTY have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.99% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
AVGW and MSTY have the same expense ratio: 0.99% per year.
MSTY has the higher dividend yield at 268.88%, compared with 52.01% for AVGW.
They also come from different issuers: Roundhill and YieldMax.
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