DX vs. ASST

Last updated Jun 30, 2026

DX (Dynex Capital, Inc.) and ASST (Asset Entities Inc. Class B Common Stock) are both stocks. DX operates in REIT - Mortgage (Real Estate), while ASST operates in Internet Content & Information (Communication Services). Over the past 3 years, DX returned 17.11%/yr vs -59.43%/yr for ASST. At a 0.07 correlation, their price movements are largely independent.

Performance

DX vs. ASST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dynex Capital, Inc. (DX) and Asset Entities Inc. Class B Common Stock (ASST). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DX achieves a 2.80% return, which is significantly higher than ASST's -21.27% return.

DX

• 1D: 0.30%
• 1M: 2.02%
• YTD: 2.80%
• 6M: 3.91%
• 1Y: 27.03%
• 3Y*: 17.11%
• 5Y*: 6.05%
• 10Y*: 7.88%

ASST

• 1D: 2.47%
• 1M: -34.24%
• YTD: -21.27%
• 6M: -24.88%
• 1Y: -85.14%
• 3Y*: -59.43%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

DX vs. ASST - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
DX Dynex Capital, Inc.	2.80%	29.48%	13.64%	-4.75%
ASST Asset Entities Inc. Class B Common Stock	-21.27%	50.46%	-84.65%	-89.13%

Correlation

The correlation between DX and ASST is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.14
Correlation (3Y) Calculated over the trailing 3-year period	0.07
Correlation (All Time) Calculated using the full available price history since Feb 3, 2023	0.07

Fundamentals

Market Cap DX : $2.64B ASST : $716.14M
EPS DX : $1.47 ASST : -$19.16
PS Ratio DX : 3.12 ASST : 72.97
Total Revenue (TTM) DX : $695.85M ASST : $5.73M
Gross Profit (TTM) DX : $695.85M ASST : -$7.43M
EBITDA (TTM) DX : $900.29M ASST : -$304.63M

Return for Risk

DX vs. ASST — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DX

DX Risk / Return Rank: 79
DX Sharpe Ratio Rank: 84
DX Sortino Ratio Rank: 80
DX Omega Ratio Rank: 79
DX Calmar Ratio Rank: 74
DX Martin Ratio Rank: 79

ASST

ASST Risk / Return Rank: 18
ASST Sharpe Ratio Rank: 20
ASST Sortino Ratio Rank: 19
ASST Omega Ratio Rank: 21
ASST Calmar Ratio Rank: 8
ASST Martin Ratio Rank: 21

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DX vs. ASST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dynex Capital, Inc. (DX) and Asset Entities Inc. Class B Common Stock (ASST). 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.

	DX	ASST	Difference
Sharpe ratio: Return per unit of total volatility	1.54	-0.52	+2.07
Sortino ratio: Return per unit of downside risk	2.15	-0.67	+2.82
Omega ratio: Gain probability vs. loss probability	1.27	0.93	+0.34
Calmar ratio: Return relative to maximum drawdown	1.78	-0.89	+2.67
Martin ratio: Return relative to average drawdown	5.29	-1.06	+6.35

DX vs. ASST - Sharpe Ratio Comparison

The current DX Sharpe Ratio is 1.54, which is higher than the ASST Sharpe Ratio of -0.52. The chart below compares the historical Sharpe Ratios of DX and ASST, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

DX vs. ASST - Drawdown Comparison

The maximum DX drawdown since its inception was -99.12%, roughly equal to the maximum ASST drawdown of -98.78%. Use the drawdown chart below to compare losses from any high point for DX and ASST.

Drawdown Indicators

	DX	ASST	Difference
Max Drawdown Largest peak-to-trough decline	-99.12%	-98.78%	-0.34%
Max Drawdown (1Y) Largest decline over 1 year	-15.27%	-95.98%	+80.71%
Max Drawdown (3Y) Largest decline over 3 years	-25.81%	-97.25%	+71.44%
Max Drawdown (5Y) Largest decline over 5 years	-33.98%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-56.76%	—	—
Current Drawdown Current decline from peak	-29.64%	-98.02%	+68.38%
Average Drawdown Average peak-to-trough decline	-56.76%	-90.48%	+33.72%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.12%	80.34%	-75.22%

Volatility

DX vs. ASST - Volatility Comparison

The current volatility for Dynex Capital, Inc. (DX) is 4.52%, while Asset Entities Inc. Class B Common Stock (ASST) has a volatility of 25.82%. This indicates that DX experiences smaller price fluctuations and is considered to be less risky than ASST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DX	ASST	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.52%	25.82%	-21.30%
Volatility (6M) Calculated over the trailing 6-month period	13.74%	81.19%	-67.45%
Volatility (1Y) Calculated over the trailing 1-year period	17.62%	162.89%	-145.27%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.83%	320.82%	-296.99%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.88%	320.82%	-290.94%

Dividends

DX vs. ASST - Dividend Comparison

DX's dividend yield for the trailing twelve months is around 15.48%, while ASST has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ASST Asset Entities Inc. Class B Common Stock	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
DX Dynex Capital, Inc.	15.48%	14.13%	11.46%	12.46%	12.26%	9.34%	9.33%	11.87%	12.59%	10.27%	12.32%	15.12%

Financials

Frequently Asked Questions

Can I hold both DX and ASST in my portfolio?

DX and ASST have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DX or ASST?

ASST has higher volatility (25.82%) compared to DX (4.52%). In terms of maximum drawdown, DX dropped -99.12% vs ASST's -98.78%.

Which has better risk-adjusted returns?

DX currently has the higher Sharpe Ratio (1.54 vs -0.52), 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.