EUFN vs. MSFY
EUFN (iShares MSCI Europe Financials ETF) and MSFY (Kurv Yield Premium Strategy Microsoft ETF) are both exchange-traded funds - EUFN is a Financials Equities fund tracking the MSCI Europe Financials Index, while MSFY is a Derivative Income fund actively managed by Kurv. EUFN is passively managed, while MSFY is actively managed. Over the past year, EUFN returned 28.57% vs -18.07% for MSFY. At a 0.26 correlation, their price movements are largely independent. EUFN charges 0.48%/yr vs 1.00%/yr for MSFY.
Performance
EUFN vs. MSFY - Performance Comparison
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Returns By Period
In the year-to-date period, EUFN achieves a 4.75% return, which is significantly higher than MSFY's -22.50% return.
EUFN
- 1D
- 1.20%
- 1M
- 3.43%
- YTD
- 4.75%
- 6M
- 9.10%
- 1Y
- 28.57%
- 3Y*
- 32.04%
- 5Y*
- 18.43%
- 10Y*
- 13.48%
MSFY
- 1D
- -0.42%
- 1M
- -5.08%
- YTD
- -22.50%
- 6M
- -21.30%
- 1Y
- -18.07%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EUFN vs. MSFY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
EUFN iShares MSCI Europe Financials ETF | 4.75% | 65.73% | 17.20% | 13.15% |
MSFY Kurv Yield Premium Strategy Microsoft ETF | -22.50% | 14.11% | 10.88% | 2.57% |
Correlation
The correlation between EUFN and MSFY is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Nov 6, 2023 | 0.26 |
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Return for Risk
EUFN vs. MSFY — Risk / Return Rank
EUFN
MSFY
EUFN vs. MSFY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe Financials ETF (EUFN) and Kurv Yield Premium Strategy Microsoft ETF (MSFY). 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.
| EUFN | MSFY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.00 | ||
| Sortino ratioReturn per unit of downside risk | +2.72 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 0.89 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 1.79 | -0.54 | +2.33 |
| Martin ratioReturn relative to average drawdown | 6.24 | -1.16 | +7.40 |
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Drawdowns
EUFN vs. MSFY - Drawdown Comparison
The maximum EUFN drawdown since its inception was -53.25%, which is greater than MSFY's maximum drawdown of -34.21%. Use the drawdown chart below to compare losses from any high point for EUFN and MSFY.
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Drawdown Indicators
| EUFN | MSFY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.25% | -34.21% | -19.04% |
Max Drawdown (1Y)Largest decline over 1 year | -14.77% | -34.21% | +19.44% |
Max Drawdown (3Y)Largest decline over 3 years | -15.95% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -35.15% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -53.25% | — | — |
Current DrawdownCurrent decline from peak | -0.10% | -28.39% | +28.29% |
Average DrawdownAverage peak-to-trough decline | -14.53% | -7.38% | -7.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.23% | 15.96% | -11.73% |
Volatility
EUFN vs. MSFY - Volatility Comparison
The current volatility for iShares MSCI Europe Financials ETF (EUFN) is 6.96%, while Kurv Yield Premium Strategy Microsoft ETF (MSFY) has a volatility of 11.56%. This indicates that EUFN experiences smaller price fluctuations and is considered to be less risky than MSFY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EUFN | MSFY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.96% | 11.56% | -4.60% |
Volatility (6M)Calculated over the trailing 6-month period | 17.05% | 25.20% | -8.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.17% | 26.90% | -6.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.88% | 22.33% | -0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.53% | 22.33% | +2.20% |
EUFN vs. MSFY - Expense Ratio Comparison
EUFN has a 0.48% expense ratio, which is lower than MSFY's 1.00% expense ratio.
Dividends
EUFN vs. MSFY - Dividend Comparison
EUFN's dividend yield for the trailing twelve months is around 3.41%, less than MSFY's 26.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUFN iShares MSCI Europe Financials ETF | 3.41% | 3.57% | 5.36% | 5.00% | 4.24% | 4.15% | 1.38% | 4.55% | 6.48% | 3.04% | 4.03% | 3.65% |
MSFY Kurv Yield Premium Strategy Microsoft ETF | 26.99% | 18.56% | 14.35% | 1.94% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EUFN and MSFY have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSFY has higher volatility (11.56%) compared to EUFN (6.96%). In terms of maximum drawdown, EUFN dropped -53.25% vs MSFY's -34.21%.
On 1-year performance, EUFN leads with 28.57% vs -18.07% for MSFY. On fees, EUFN is cheaper at 0.48% per year. On volatility, EUFN has been the lower-risk option at 6.96%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, EUFN has performed better with a 28.57% return vs -18.07%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
EUFN is cheaper with a 0.48% expense ratio, compared with 1.00% for MSFY.
MSFY has the higher dividend yield at 26.99%, compared with 3.41% for EUFN.
EUFN is categorized as Financials Equities, while MSFY is Derivative Income. They also come from different issuers: iShares and Kurv. Their fees differ too: 0.48% for EUFN and 1.00% for MSFY.
EUFN currently has the higher Sharpe Ratio (1.31 vs -0.69), 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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