LSYIX vs. MSTY
LSYIX (Lord Abbett Short Duration High Yield Fund) and MSTY (YieldMax™ MSTR Option Income Strategy ETF) are both funds - LSYIX is a High Yield Bonds fund managed by Lord Abbett, while MSTY is a Derivative Income fund actively managed by YieldMax. Over the past year, LSYIX returned 8.26% vs -64.25% for MSTY. At a 0.32 correlation, their price movements are largely independent. LSYIX charges 0.45%/yr vs 0.99%/yr for MSTY.
Performance
LSYIX vs. MSTY - Performance Comparison
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Returns By Period
In the year-to-date period, LSYIX achieves a 2.45% return, which is significantly higher than MSTY's -22.84% return.
LSYIX
- 1D
- 0.10%
- 1M
- 1.08%
- YTD
- 2.45%
- 6M
- 3.31%
- 1Y
- 8.26%
- 3Y*
- 8.65%
- 5Y*
- 4.68%
- 10Y*
- —
MSTY
- 1D
- -3.45%
- 1M
- -29.31%
- YTD
- -22.84%
- 6M
- -27.46%
- 1Y
- -64.25%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LSYIX vs. MSTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
LSYIX Lord Abbett Short Duration High Yield Fund | 2.45% | 7.71% | 8.43% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | -22.84% | -42.71% | 212.16% |
Correlation
The correlation between LSYIX and MSTY is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Feb 22, 2024 | 0.32 |
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Return for Risk
LSYIX vs. MSTY — Risk / Return Rank
LSYIX
MSTY
LSYIX vs. MSTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Short Duration High Yield Fund (LSYIX) 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.
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.
| LSYIX | MSTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.37 | ||
| Sortino ratioReturn per unit of downside risk | +6.15 | ||
| Omega ratioGain probability vs. loss probability | 1.56 | 0.80 | +0.77 |
| Calmar ratioReturn relative to maximum drawdown | 2.93 | -0.90 | +3.83 |
| Martin ratioReturn relative to average drawdown | 14.28 | -1.31 | +15.59 |
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Drawdowns
LSYIX vs. MSTY - Drawdown Comparison
The maximum LSYIX drawdown since its inception was -10.79%, smaller than the maximum MSTY drawdown of -71.79%. Use the drawdown chart below to compare losses from any high point for LSYIX and MSTY.
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Drawdown Indicators
| LSYIX | MSTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.79% | -71.79% | +61.00% |
Max Drawdown (1Y)Largest decline over 1 year | -2.83% | -71.79% | +68.96% |
Max Drawdown (3Y)Largest decline over 3 years | -5.29% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -10.79% | — | — |
Current DrawdownCurrent decline from peak | -0.10% | -69.67% | +69.57% |
Average DrawdownAverage peak-to-trough decline | -1.84% | -26.82% | +24.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.58% | 48.95% | -48.37% |
Volatility
LSYIX vs. MSTY - Volatility Comparison
The current volatility for Lord Abbett Short Duration High Yield Fund (LSYIX) is 1.00%, while YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a volatility of 19.32%. This indicates that LSYIX 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.
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Volatility by Period
| LSYIX | MSTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.00% | 19.32% | -18.32% |
Volatility (6M)Calculated over the trailing 6-month period | 2.81% | 49.58% | -46.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.56% | 61.87% | -58.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.33% | 71.86% | -67.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.22% | 71.86% | -67.64% |
LSYIX vs. MSTY - Expense Ratio Comparison
LSYIX has a 0.45% expense ratio, which is lower than MSTY's 0.99% expense ratio.
Dividends
LSYIX vs. MSTY - Dividend Comparison
LSYIX's dividend yield for the trailing twelve months is around 8.06%, less than MSTY's 267.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
LSYIX Lord Abbett Short Duration High Yield Fund | 8.06% | 8.11% | 8.18% | 6.51% | 5.01% | 5.96% | 4.75% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | 267.66% | 294.61% | 104.56% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LSYIX and MSTY have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTY has higher volatility (19.32%) compared to LSYIX (1.00%). In terms of maximum drawdown, LSYIX dropped -10.79% vs MSTY's -71.79%.
LSYIX currently has the higher Sharpe Ratio (2.33 vs -1.04), 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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