MSFX vs. BRKW

Last updated Jul 14, 2026

MSFX (T-Rex 2X Long Microsoft Daily Target ETF) and BRKW (Roundhill BRKB WeeklyPay ETF) are both exchange-traded funds - MSFX is a Leveraged Equities fund actively managed by T-Rex, while BRKW is a Derivative Income fund actively managed by Roundhill. Both are actively managed. Over the past year, MSFX returned -50.30% vs 1.43% for BRKW. At a 0.02 correlation, their price movements are largely independent. MSFX charges 1.05%/yr vs 0.99%/yr for BRKW.

Performance

MSFX vs. BRKW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T-Rex 2X Long Microsoft Daily Target ETF (MSFX) and Roundhill BRKB WeeklyPay ETF (BRKW). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, MSFX achieves a -41.43% return, which is significantly lower than BRKW's -3.25% return.

MSFX

• 1D: 3.02%
• 1M: -1.84%
• 6M: -39.52%
• YTD: -41.43%
• 1Y: -50.30%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BRKW

• 1D: 0.71%
• 1M: 1.73%
• 6M: -2.55%
• YTD: -3.25%
• 1Y: 1.43%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

MSFX vs. BRKW - Yearly Performance Comparison

	2026 (YTD)	2025
MSFX T-Rex 2X Long Microsoft Daily Target ETF	-41.43%	-6.74%
BRKW Roundhill BRKB WeeklyPay ETF	-3.25%	1.85%

Correlation

The correlation between MSFX and BRKW is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.01
Correlation (All Time) Calculated using the full available price history since Jun 18, 2025	0.02

MSFX vs. BRKW - Sectors Allocation Comparison

Sectors	MSFX	BRKW
Technology	100.0%	-
Basic Materials	-	-
Communication Services	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	-
Financial Services	-	7.8%
Healthcare	-	-
Industrials	-	-
Real Estate	-	-
Utilities	-	-

Return for Risk

MSFX vs. BRKW — Risk / Return Rank

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

MSFX

MSFX Risk / Return Rank: 2
MSFX Sharpe Ratio Rank: 2
MSFX Sortino Ratio Rank: 2
MSFX Omega Ratio Rank: 2
MSFX Calmar Ratio Rank: 3
MSFX Martin Ratio Rank: 2

BRKW

BRKW Risk / Return Rank: 10
BRKW Sharpe Ratio Rank: 10
BRKW Sortino Ratio Rank: 10
BRKW Omega Ratio Rank: 10
BRKW Calmar Ratio Rank: 11
BRKW Martin Ratio Rank: 10

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.

MSFX vs. BRKW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for T-Rex 2X Long Microsoft Daily Target ETF (MSFX) and Roundhill BRKB WeeklyPay ETF (BRKW). 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.

	MSFX	BRKW	Difference
Sharpe ratio: Return per unit of total volatility	-0.93	0.08	-1.01
Sortino ratio: Return per unit of downside risk	-1.32	0.23	-1.56
Omega ratio: Gain probability vs. loss probability	0.83	1.03	-0.19
Calmar ratio: Return relative to maximum drawdown	-0.79	0.11	-0.91
Martin ratio: Return relative to average drawdown	-1.38	0.23	-1.61

MSFX vs. BRKW - Sharpe Ratio Comparison

The current MSFX Sharpe Ratio is -0.93, which is lower than the BRKW Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of MSFX and BRKW, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

MSFX vs. BRKW - Drawdown Comparison

The maximum MSFX drawdown since its inception was -63.56%, which is greater than BRKW's maximum drawdown of -12.64%. Use the drawdown chart below to compare losses from any high point for MSFX and BRKW.

Drawdown Indicators

	MSFX	BRKW	Difference
Max Drawdown Largest peak-to-trough decline	-63.56%	-12.64%	-50.92%
Max Drawdown (1Y) Largest decline over 1 year	-63.56%	-12.64%	-50.92%
Current Drawdown Current decline from peak	-55.66%	-6.33%	-49.33%
Average Drawdown Average peak-to-trough decline	-22.66%	-5.47%	-17.19%
Ulcer Index Depth and duration of drawdowns from previous peaks	36.56%	6.27%	+30.29%

Volatility

MSFX vs. BRKW - Volatility Comparison

T-Rex 2X Long Microsoft Daily Target ETF (MSFX) has a higher volatility of 20.83% compared to Roundhill BRKB WeeklyPay ETF (BRKW) at 5.17%. This indicates that MSFX's price experiences larger fluctuations and is considered to be riskier than BRKW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MSFX	BRKW	Difference
Volatility (1M) Calculated over the trailing 1-month period	20.83%	5.17%	+15.66%
Volatility (6M) Calculated over the trailing 6-month period	48.82%	13.17%	+35.65%
Volatility (1Y) Calculated over the trailing 1-year period	54.37%	17.26%	+37.11%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	50.22%	17.26%	+32.96%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	50.22%	17.26%	+32.96%

MSFX vs. BRKW - Expense Ratio Comparison

MSFX has a 1.05% expense ratio, which is higher than BRKW's 0.99% expense ratio.

Dividends

MSFX vs. BRKW - Dividend Comparison

MSFX's dividend yield for the trailing twelve months is around 9.12%, less than BRKW's 25.53% yield.

Position	TTM	2025
BRKW Roundhill BRKB WeeklyPay ETF	25.53%	14.45%
MSFX T-Rex 2X Long Microsoft Daily Target ETF	9.12%	5.34%

Frequently Asked Questions

Can I hold both MSFX and BRKW in my portfolio?

MSFX and BRKW have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, MSFX or BRKW?

MSFX has higher volatility (20.83%) compared to BRKW (5.17%). In terms of maximum drawdown, MSFX dropped -63.56% vs BRKW's -12.64%.

Which ETF is better, MSFX or BRKW?

On 1-year performance, BRKW leads with 1.43% vs -50.30% for MSFX. On fees, BRKW is cheaper at 0.99% per year. On volatility, BRKW has been the lower-risk option at 5.17%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, MSFX or BRKW?

Over the 1-year period, BRKW has performed better with a 1.43% return vs -50.30%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, MSFX or BRKW?

BRKW is cheaper with a 0.99% expense ratio, compared with 1.05% for MSFX.

Which ETF pays a higher dividend yield, MSFX or BRKW?

BRKW has the higher dividend yield at 25.53%, compared with 9.12% for MSFX.

What is the main difference between MSFX and BRKW?

MSFX is categorized as Leveraged Equities, while BRKW is Derivative Income. They also come from different issuers: T-Rex and Roundhill. Their fees differ too: 1.05% for MSFX and 0.99% for BRKW.

Which has better risk-adjusted returns?

BRKW currently has the higher Sharpe Ratio (0.08 vs -0.93), 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.