CZAR vs. MSTY
Compare and contrast key facts about Themes Natural Monopoly ETF (CZAR) and YieldMax™ MSTR Option Income Strategy ETF (MSTY).
CZAR and MSTY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CZAR is a passively managed fund by Themes that tracks the performance of the Solactive Natural Monopoly Index - Benchmark TR Gross. 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: CZAR or MSTY.
Correlation
The correlation between CZAR and MSTY is 0.29, 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
CZAR vs. MSTY - Performance Comparison
Key characteristics
CZAR:
15.18%
MSTY:
77.31%
CZAR:
-6.77%
MSTY:
-33.16%
CZAR:
-1.57%
MSTY:
-25.12%
Returns By Period
In the year-to-date period, CZAR achieves a 5.29% return, which is significantly higher than MSTY's 3.32% return.
CZAR
5.29%
2.38%
5.31%
11.63%
N/A
N/A
MSTY
3.32%
-13.79%
67.50%
210.16%
N/A
N/A
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CZAR vs. MSTY - Expense Ratio Comparison
CZAR has a 0.35% expense ratio, which is lower than MSTY's 0.99% expense ratio.
Risk-Adjusted Performance
CZAR vs. MSTY — Risk-Adjusted Performance Rank
CZAR
MSTY
CZAR vs. MSTY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Themes Natural Monopoly ETF (CZAR) 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
CZAR vs. MSTY - Dividend Comparison
CZAR's dividend yield for the trailing twelve months is around 0.90%, less than MSTY's 136.71% yield.
| TTM | 2024 | |
|---|---|---|
CZAR Themes Natural Monopoly ETF | 0.90% | 0.94% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | 136.71% | 104.56% |
Drawdowns
CZAR vs. MSTY - Drawdown Comparison
The maximum CZAR drawdown since its inception was -6.77%, smaller than the maximum MSTY drawdown of -33.16%. Use the drawdown chart below to compare losses from any high point for CZAR and MSTY. For additional features, visit the drawdowns tool.
Volatility
CZAR vs. MSTY - Volatility Comparison
The current volatility for Themes Natural Monopoly ETF (CZAR) is 3.20%, while YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a volatility of 11.61%. This indicates that CZAR 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.