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BUCK vs. MSTY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Performance

BUCK vs. MSTY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simplify Stable Income ETF (BUCK) and YieldMax™ MSTR Option Income Strategy ETF (MSTY). The values are adjusted to include any dividend payments, if applicable.

0.00%50.00%100.00%JuneJulyAugustSeptemberOctoberNovember
4.29%
70.51%
BUCK
MSTY

Returns By Period


BUCK

YTD

7.03%

1M

1.40%

6M

4.29%

1Y

7.44%

5Y (annualized)

N/A

10Y (annualized)

N/A

MSTY

YTD

N/A

1M

25.65%

6M

70.50%

1Y

N/A

5Y (annualized)

N/A

10Y (annualized)

N/A

Key characteristics


BUCKMSTY
Daily Std Dev3.63%82.56%
Max Drawdown-2.03%-33.16%
Current Drawdown0.00%-24.01%

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BUCK vs. MSTY - Expense Ratio Comparison

BUCK has a 0.35% expense ratio, which is lower than MSTY's 0.99% expense ratio.


MSTY
YieldMax™ MSTR Option Income Strategy ETF
Expense ratio chart for MSTY: current value at 0.99% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.99%
Expense ratio chart for BUCK: current value at 0.35% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.35%

Correlation

-0.50.00.51.0-0.0

The correlation between BUCK and MSTY is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Risk-Adjusted Performance

BUCK vs. MSTY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Simplify Stable Income ETF (BUCK) 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.


Sharpe ratio
The chart of Sharpe ratio for BUCK, currently valued at 2.05, compared to the broader market0.002.004.002.05
The chart of Sortino ratio for BUCK, currently valued at 2.99, compared to the broader market-2.000.002.004.006.008.0010.002.99
The chart of Omega ratio for BUCK, currently valued at 1.39, compared to the broader market0.501.001.502.002.503.001.39
The chart of Calmar ratio for BUCK, currently valued at 3.66, compared to the broader market0.005.0010.0015.003.66
The chart of Martin ratio for BUCK, currently valued at 14.15, compared to the broader market0.0020.0040.0060.0080.00100.0014.15
BUCK
MSTY

Chart placeholderNot enough data

Dividends

BUCK vs. MSTY - Dividend Comparison

BUCK's dividend yield for the trailing twelve months is around 8.61%, less than MSTY's 59.30% yield.


TTM20232022
BUCK
Simplify Stable Income ETF
8.61%4.84%0.59%
MSTY
YieldMax™ MSTR Option Income Strategy ETF
59.30%0.00%0.00%

Drawdowns

BUCK vs. MSTY - Drawdown Comparison

The maximum BUCK drawdown since its inception was -2.03%, smaller than the maximum MSTY drawdown of -33.16%. Use the drawdown chart below to compare losses from any high point for BUCK and MSTY. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember0
-24.01%
BUCK
MSTY

Volatility

BUCK vs. MSTY - Volatility Comparison

The current volatility for Simplify Stable Income ETF (BUCK) is 1.07%, while YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a volatility of 39.23%. This indicates that BUCK 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.


0.00%10.00%20.00%30.00%40.00%JuneJulyAugustSeptemberOctoberNovember
1.07%
39.23%
BUCK
MSTY