GOOP vs. MSTR
Compare and contrast key facts about Kurv Yield Premium Strategy Google (GOOGL) ETF (GOOP) and MicroStrategy Incorporated (MSTR).
GOOP is an actively managed fund by Kurv. It was launched on Oct 30, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GOOP or MSTR.
Key characteristics
| GOOP | MSTR | |
|---|---|---|
| YTD Return | 25.34% | 328.75% |
| 1Y Return | 31.94% | 470.73% |
| Sharpe Ratio | 1.68 | 4.70 |
| Sortino Ratio | 2.21 | 3.89 |
| Omega Ratio | 1.31 | 1.46 |
| Calmar Ratio | 1.70 | 5.51 |
| Martin Ratio | 4.78 | 22.45 |
| Ulcer Index | 6.81% | 21.02% |
| Daily Std Dev | 19.35% | 100.49% |
| Max Drawdown | -19.16% | -99.86% |
| Current Drawdown | -2.65% | -13.48% |
Correlation
The correlation between GOOP and MSTR is 0.19, 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
GOOP vs. MSTR - Performance Comparison
In the year-to-date period, GOOP achieves a 25.34% return, which is significantly lower than MSTR's 328.75% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
GOOP vs. MSTR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kurv Yield Premium Strategy Google (GOOGL) ETF (GOOP) and MicroStrategy Incorporated (MSTR). 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.
Dividends
GOOP vs. MSTR - Dividend Comparison
GOOP's dividend yield for the trailing twelve months is around 12.51%, while MSTR has not paid dividends to shareholders.
| TTM | 2023 | |
|---|---|---|
GOOP Kurv Yield Premium Strategy Google (GOOGL) ETF | 12.51% | 2.07% |
MSTR MicroStrategy Incorporated | 0.00% | 0.00% |
Drawdowns
GOOP vs. MSTR - Drawdown Comparison
The maximum GOOP drawdown since its inception was -19.16%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for GOOP and MSTR. For additional features, visit the drawdowns tool.
Volatility
GOOP vs. MSTR - Volatility Comparison
The current volatility for Kurv Yield Premium Strategy Google (GOOGL) ETF (GOOP) is 5.44%, while MicroStrategy Incorporated (MSTR) has a volatility of 28.21%. This indicates that GOOP experiences smaller price fluctuations and is considered to be less risky than MSTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.