MSFY vs. MSTY
Compare and contrast key facts about Kurv Yield Premium Strategy Microsoft ETF (MSFY) and YieldMax™ MSTR Option Income Strategy ETF (MSTY).
MSFY and MSTY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MSFY is an actively managed fund by Kurv. It was launched on Oct 30, 2023. MSTY is an actively managed fund by YieldMax. It was launched on Feb 21, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSFY or MSTY.
Correlation
The correlation between MSFY and MSTY is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MSFY vs. MSTY - Performance Comparison
Key characteristics
MSFY:
17.04%
MSTY:
77.15%
MSFY:
-13.62%
MSTY:
-33.16%
MSFY:
-6.29%
MSTY:
-20.01%
Returns By Period
In the year-to-date period, MSFY achieves a -0.80% return, which is significantly lower than MSTY's 10.38% return.
MSFY
-0.80%
-2.12%
2.61%
3.12%
N/A
N/A
MSTY
10.38%
-9.61%
87.67%
N/A
N/A
N/A
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MSFY vs. MSTY - Expense Ratio Comparison
MSFY has a 1.00% expense ratio, which is higher than MSTY's 0.99% expense ratio.
Risk-Adjusted Performance
MSFY vs. MSTY — Risk-Adjusted Performance Rank
MSFY
MSTY
MSFY vs. MSTY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kurv Yield Premium Strategy Microsoft ETF (MSFY) 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.
Not enough dataDividends
MSFY vs. MSTY - Dividend Comparison
MSFY's dividend yield for the trailing twelve months is around 15.04%, less than MSTY's 127.96% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
MSFY Kurv Yield Premium Strategy Microsoft ETF | 15.04% | 14.35% | 1.94% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | 127.96% | 104.56% | 0.00% |
Drawdowns
MSFY vs. MSTY - Drawdown Comparison
The maximum MSFY drawdown since its inception was -13.62%, smaller than the maximum MSTY drawdown of -33.16%. Use the drawdown chart below to compare losses from any high point for MSFY and MSTY. For additional features, visit the drawdowns tool.
Volatility
MSFY vs. MSTY - Volatility Comparison
The current volatility for Kurv Yield Premium Strategy Microsoft ETF (MSFY) is 7.60%, while YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a volatility of 9.92%. This indicates that MSFY 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.