CCIF vs. MSTY
CCIF (Carlyle Credit Income Fund) and MSTY (YieldMax™ MSTR Option Income Strategy ETF) are both funds - CCIF is a Intermediate Core Bond fund actively managed by Carlyle, while MSTY is a Derivative Income fund actively managed by YieldMax. Both are actively managed. Over the past year, CCIF returned -32.20% vs -68.40% for MSTY. Their 0.15 correlation means their historical movements had little consistent relationship.
Performance
CCIF vs. MSTY - Performance Comparison
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Returns By Period
In the year-to-date period, CCIF achieves a -27.42% return, which is significantly higher than MSTY's -33.29% return.
CCIF
- 1D
- 1.82%
- 1M
- 2.21%
- 6M
- -26.29%
- YTD
- -27.42%
- 1Y
- -32.20%
- 3Y*
- -13.25%
- 5Y*
- -7.85%
- 10Y*
- —
- ALL TIME*
- -5.90%
MSTY
- 1D
- -2.60%
- 1M
- -2.63%
- 6M
- -31.98%
- YTD
- -33.29%
- 1Y
- -68.40%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 7.52%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $341.97K | $279.28K | $351.59K | |
| $12.71M | $13.42M | $28.94M |
CCIF vs. MSTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
CCIF Carlyle Credit Income Fund | -27.42% | -27.64% | 11.94% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | -33.29% | -42.71% | 212.16% |
Correlation
The correlation between CCIF and MSTY is 0.10, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.10 |
Correlation (All Time) Calculated using the full available price history since Feb 22, 2024 | 0.15 |
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Return for Risk
CCIF vs. MSTY — Risk / Return Rank
CCIF
MSTY
CCIF vs. MSTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carlyle Credit Income Fund (CCIF) 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.
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.
| CCIF | MSTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.62 | ||
| Omega ratioGain probability vs. loss probability | 0.80 | 0.77 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | -0.80 | -0.95 | +0.15 |
| Martin ratioReturn relative to average drawdown | -1.28 | -1.40 | +0.12 |
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Drawdowns
CCIF vs. MSTY - Drawdown Comparison
The maximum CCIF drawdown since its inception was -53.23%, smaller than the maximum MSTY drawdown of -77.40%. Use the drawdown chart below to compare losses from any high point for CCIF and MSTY.
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Drawdown Indicators
| CCIF | MSTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.23% | -77.40% | +24.17% |
Max Drawdown (1Y)Largest decline over 1 year | -41.95% | -74.91% | +32.96% |
Max Drawdown (3Y)Largest decline over 3 years | -53.23% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -53.23% | — | — |
Current DrawdownCurrent decline from peak | -49.87% | -73.77% | +23.90% |
Average DrawdownAverage peak-to-trough decline | -12.59% | -29.05% | +16.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.03% | 50.99% | -24.96% |
Volatility
CCIF vs. MSTY - Volatility Comparison
The current volatility for Carlyle Credit Income Fund (CCIF) is 5.60%, while YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a volatility of 14.46%. This indicates that CCIF 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.
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Volatility by Period
| CCIF | MSTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 14.46% | -8.86% |
Volatility (6M)Calculated over the trailing 6-month period | 26.36% | 52.28% | -25.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.64% | 65.31% | -35.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.44% | 71.91% | -51.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.39% | 71.91% | -46.52% |
Dividends
CCIF vs. MSTY - Dividend Comparison
CCIF's dividend yield for the trailing twelve months is around 42.45%, less than MSTY's 251.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
CCIF Carlyle Credit Income Fund | 42.45% | 26.87% | 15.73% | 23.58% | 9.96% | 8.55% | 6.09% | 3.77% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | 251.54% | 294.61% | 104.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CCIF and MSTY have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTY has higher volatility (14.46%) compared to CCIF (5.60%). In terms of maximum drawdown, CCIF dropped -53.23% vs MSTY's -77.40%.
MSTY currently has the higher Sharpe Ratio (-1.09 vs -1.13), 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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