MSFY vs. XDTE
Compare and contrast key facts about Kurv Yield Premium Strategy Microsoft ETF (MSFY) and Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE).
MSFY and XDTE 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. XDTE is an actively managed fund by Roundhill. It was launched on Mar 6, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSFY or XDTE.
Correlation
The correlation between MSFY and XDTE is 0.72, 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. XDTE - Performance Comparison
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Key characteristics
MSFY:
0.19
XDTE:
0.56
MSFY:
0.47
XDTE:
0.82
MSFY:
1.06
XDTE:
1.13
MSFY:
0.24
XDTE:
0.50
MSFY:
0.59
XDTE:
1.71
MSFY:
7.87%
XDTE:
5.57%
MSFY:
21.66%
XDTE:
16.65%
MSFY:
-19.36%
XDTE:
-19.09%
MSFY:
-1.01%
XDTE:
-7.16%
Returns By Period
In the year-to-date period, MSFY achieves a 4.79% return, which is significantly higher than XDTE's -3.15% return.
MSFY
4.79%
18.14%
6.59%
4.16%
N/A
N/A
N/A
XDTE
-3.15%
11.87%
-3.75%
9.28%
N/A
N/A
N/A
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MSFY vs. XDTE - Expense Ratio Comparison
MSFY has a 1.00% expense ratio, which is higher than XDTE's 0.95% expense ratio.
Risk-Adjusted Performance
MSFY vs. XDTE — Risk-Adjusted Performance Rank
MSFY
XDTE
MSFY vs. XDTE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kurv Yield Premium Strategy Microsoft ETF (MSFY) and Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE). 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.
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Dividends
MSFY vs. XDTE - Dividend Comparison
MSFY's dividend yield for the trailing twelve months is around 15.49%, less than XDTE's 30.90% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
MSFY Kurv Yield Premium Strategy Microsoft ETF | 15.49% | 14.35% | 1.94% |
XDTE Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF | 30.90% | 20.35% | 0.00% |
Drawdowns
MSFY vs. XDTE - Drawdown Comparison
The maximum MSFY drawdown since its inception was -19.36%, roughly equal to the maximum XDTE drawdown of -19.09%. Use the drawdown chart below to compare losses from any high point for MSFY and XDTE. For additional features, visit the drawdowns tool.
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Volatility
MSFY vs. XDTE - Volatility Comparison
Kurv Yield Premium Strategy Microsoft ETF (MSFY) has a higher volatility of 5.80% compared to Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) at 4.44%. This indicates that MSFY's price experiences larger fluctuations and is considered to be riskier than XDTE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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