IXUS vs. MSTZ
IXUS (iShares Core MSCI Total International Stock ETF) and MSTZ (T-REX 2X Inverse MSTR Daily Target ETF) are both exchange-traded funds - IXUS is a Foreign Large Cap Equities fund tracking the MSCI ACWI ex USA IMI Index (Net), while MSTZ is a Inverse Equities fund actively managed by REX. IXUS is passively managed, while MSTZ is actively managed. Over the past year, IXUS returned 27.79% vs 159.07% for MSTZ. Their -0.37 correlation means they have often moved in opposite directions in the past. IXUS charges 0.07%/yr vs 1.05%/yr for MSTZ.
Performance
IXUS vs. MSTZ - Performance Comparison
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Returns By Period
In the year-to-date period, IXUS achieves a 13.14% return, which is significantly higher than MSTZ's -30.44% return.
IXUS
- 1D
- -0.15%
- 1M
- -0.19%
- 6M
- 7.11%
- YTD
- 13.14%
- 1Y
- 27.79%
- 3Y*
- 17.41%
- 5Y*
- 8.76%
- 10Y*
- 9.51%
- ALL TIME*
- 7.89%
MSTZ
- 1D
- 8.95%
- 1M
- 7.38%
- 6M
- -24.16%
- YTD
- -30.44%
- 1Y
- 159.07%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -86.57%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $147.19M | $143.47M | $175.73M | |
| $101.73M | $133.33M | $177.41M |
IXUS vs. MSTZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IXUS iShares Core MSCI Total International Stock ETF | 13.14% | 32.40% | -4.06% |
MSTZ T-REX 2X Inverse MSTR Daily Target ETF | -30.44% | -38.95% | -94.43% |
Correlation
The correlation between IXUS and MSTZ is -0.43, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.43 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2024 | -0.37 |
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Return for Risk
IXUS vs. MSTZ — Risk / Return Rank
IXUS
MSTZ
IXUS vs. MSTZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Total International Stock ETF (IXUS) and T-REX 2X Inverse MSTR Daily Target ETF (MSTZ). 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.
| IXUS | MSTZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.28 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.41 | 2.44 | -0.03 |
| Martin ratioReturn relative to average drawdown | 8.87 | 4.53 | +4.34 |
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Drawdowns
IXUS vs. MSTZ - Drawdown Comparison
The maximum IXUS drawdown since its inception was -36.22%, smaller than the maximum MSTZ drawdown of -99.38%. Use the drawdown chart below to compare losses from any high point for IXUS and MSTZ.
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Drawdown Indicators
| IXUS | MSTZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.22% | -99.38% | +63.16% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -84.89% | +73.53% |
Max Drawdown (3Y)Largest decline over 3 years | -13.75% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -30.03% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -36.22% | — | — |
Current DrawdownCurrent decline from peak | -2.73% | -97.63% | +94.90% |
Average DrawdownAverage peak-to-trough decline | -7.45% | -94.63% | +87.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 45.62% | -42.54% |
Volatility
IXUS vs. MSTZ - Volatility Comparison
The current volatility for iShares Core MSCI Total International Stock ETF (IXUS) is 5.36%, while T-REX 2X Inverse MSTR Daily Target ETF (MSTZ) has a volatility of 37.86%. This indicates that IXUS experiences smaller price fluctuations and is considered to be less risky than MSTZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IXUS | MSTZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.36% | 37.86% | -32.50% |
Volatility (6M)Calculated over the trailing 6-month period | 15.27% | 134.52% | -119.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.08% | 150.23% | -133.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.52% | 169.87% | -153.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.97% | 169.87% | -152.90% |
IXUS vs. MSTZ - Expense Ratio Comparison
IXUS has a 0.07% expense ratio, which is lower than MSTZ's 1.05% expense ratio.
Dividends
IXUS vs. MSTZ - Dividend Comparison
IXUS's dividend yield for the trailing twelve months is around 2.97%, while MSTZ has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IXUS iShares Core MSCI Total International Stock ETF | 2.97% | 3.24% | 3.33% | 3.13% | 2.48% | 3.12% | 1.85% | 3.09% | 3.00% | 2.41% | 2.58% | 2.81% |
MSTZ T-REX 2X Inverse MSTR Daily Target ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IXUS and MSTZ have a correlation of -0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTZ has higher volatility (37.86%) compared to IXUS (5.36%). In terms of maximum drawdown, IXUS dropped -36.22% vs MSTZ's -99.38%.
On 1-year performance, MSTZ leads with 159.07% vs 27.79% for IXUS. On fees, IXUS is cheaper at 0.07% per year. On volatility, IXUS has been the lower-risk option at 5.36%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, MSTZ has performed better with a 159.07% return vs 27.79%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IXUS is cheaper with a 0.07% expense ratio, compared with 1.05% for MSTZ.
IXUS has the higher dividend yield at 2.97%, compared with 0.00% for MSTZ.
IXUS is categorized as Foreign Large Cap Equities, while MSTZ is Inverse Equities. They also come from different issuers: iShares and REX. Their fees differ too: 0.07% for IXUS and 1.05% for MSTZ.
IXUS currently has the higher Sharpe Ratio (1.61 vs 1.38), 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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