MSFW vs. MSFT

Last updated Jun 4, 2026

MSFW (Roundhill MSFT WeeklyPay™ ETF) is Derivative Income fund actively managed by Roundhill, while MSFT (Microsoft Corporation) is a stock. With a 0.99 correlation, they move nearly in lockstep.

Performance

MSFW vs. MSFT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Roundhill MSFT WeeklyPay™ ETF (MSFW) and Microsoft Corporation (MSFT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, MSFW achieves a -14.73% return, which is significantly lower than MSFT's -11.24% return.

MSFW

• 1D: -3.61%
• 1M: 4.05%
• YTD: -14.73%
• 6M: -13.76%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

MSFT

• 1D: -3.17%
• 1M: 3.54%
• YTD: -11.24%
• 6M: -10.15%
• 1Y: -6.96%
• 3Y*: 9.26%
• 5Y*: 12.17%
• 10Y*: 25.03%

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

MSFW vs. MSFT - Yearly Performance Comparison

	2026 (YTD)	2025
MSFW Roundhill MSFT WeeklyPay™ ETF	-14.73%	-7.81%
MSFT Microsoft Corporation	-11.24%	-5.00%

Correlation

The correlation between MSFW and MSFT is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 25, 2025	0.99

Return for Risk

MSFW vs. MSFT — Risk / Return Rank

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

MSFT

MSFT Risk / Return Rank: 29
MSFT Sharpe Ratio Rank: 29
MSFT Sortino Ratio Rank: 25
MSFT Omega Ratio Rank: 25
MSFT Calmar Ratio Rank: 33
MSFT Martin Ratio Rank: 33

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.

MSFW vs. MSFT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Roundhill MSFT WeeklyPay™ ETF (MSFW) and Microsoft Corporation (MSFT). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	MSFW	MSFT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	-0.28	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.46	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.93	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.76	0.75	-1.50

Drawdowns

MSFW vs. MSFT - Drawdown Comparison

The maximum MSFW drawdown since its inception was -40.42%, smaller than the maximum MSFT drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for MSFW and MSFT.

Drawdown Indicators

	MSFW	MSFT	Difference
Max Drawdown Largest peak-to-trough decline	-40.42%	-69.38%	+28.96%
Max Drawdown (1Y) Largest decline over 1 year	—	-33.91%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-33.91%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-37.15%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-37.15%	—
Current Drawdown Current decline from peak	-26.27%	-20.67%	-5.60%
Average Drawdown Average peak-to-trough decline	-17.45%	-21.78%	+4.33%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	15.95%	—

Volatility

Volatility by Period

	MSFW	MSFT	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	9.95%	—
Volatility (6M) Calculated over the trailing 6-month period	—	22.34%	—
Volatility (1Y) Calculated over the trailing 1-year period	32.40%	25.12%	+7.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	32.40%	26.63%	+5.77%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	32.40%	27.04%	+5.36%

Dividends

MSFW vs. MSFT - Dividend Comparison

MSFW's dividend yield for the trailing twelve months is around 39.31%, more than MSFT's 0.83% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MSFT Microsoft Corporation	0.83%	0.70%	0.73%	0.74%	1.06%	0.68%	0.94%	1.20%	1.69%	1.86%	2.37%	2.33%
MSFW Roundhill MSFT WeeklyPay™ ETF	39.31%	20.25%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both MSFW and MSFT in my portfolio?

With a correlation of 0.99, MSFW and MSFT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.