MSFY vs. MSFT
Compare and contrast key facts about Kurv Yield Premium Strategy Microsoft ETF (MSFY) and Microsoft Corporation (MSFT).
MSFY 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: MSFY or MSFT.
Correlation
The correlation between MSFY and MSFT is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MSFY vs. MSFT - Performance Comparison
Key characteristics
MSFY:
0.02
MSFT:
0.06
MSFY:
0.14
MSFT:
0.22
MSFY:
1.02
MSFT:
1.03
MSFY:
0.03
MSFT:
0.08
MSFY:
0.06
MSFT:
0.17
MSFY:
5.50%
MSFT:
7.56%
MSFY:
17.00%
MSFT:
21.07%
MSFY:
-13.62%
MSFT:
-69.39%
MSFY:
-8.16%
MSFT:
-12.31%
Returns By Period
In the year-to-date period, MSFY achieves a -2.77% return, which is significantly higher than MSFT's -3.10% return.
MSFY
-2.77%
-4.25%
-0.72%
0.66%
N/A
N/A
MSFT
-3.10%
-4.80%
-2.91%
1.65%
17.93%
26.92%
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Risk-Adjusted Performance
MSFY vs. MSFT — Risk-Adjusted Performance Rank
MSFY
MSFT
MSFY vs. MSFT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kurv Yield Premium Strategy Microsoft ETF (MSFY) 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.
Dividends
MSFY vs. MSFT - Dividend Comparison
MSFY's dividend yield for the trailing twelve months is around 16.27%, more than MSFT's 0.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFY Kurv Yield Premium Strategy Microsoft ETF | 16.27% | 14.35% | 1.94% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MSFT Microsoft Corporation | 0.57% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
Drawdowns
MSFY vs. MSFT - Drawdown Comparison
The maximum MSFY drawdown since its inception was -13.62%, smaller than the maximum MSFT drawdown of -69.39%. Use the drawdown chart below to compare losses from any high point for MSFY and MSFT. For additional features, visit the drawdowns tool.
Volatility
MSFY vs. MSFT - Volatility Comparison
The current volatility for Kurv Yield Premium Strategy Microsoft ETF (MSFY) is 7.53%, while Microsoft Corporation (MSFT) has a volatility of 8.98%. This indicates that MSFY experiences smaller price fluctuations and is considered to be less risky than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.