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MSII vs. XTAP
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MSII vs. XTAP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in REX MSTR Growth & Income ETF (MSII) and Innovator U.S. Equity Accelerated Plus ETF (XTAP). The values are adjusted to include any dividend payments, if applicable.

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MSII vs. XTAP - Yearly Performance Comparison


Returns By Period

In the year-to-date period, MSII achieves a -16.31% return, which is significantly lower than XTAP's 1.66% return.


MSII

1D
3.01%
1M
0.58%
YTD
-16.31%
6M
-61.81%
1Y
3Y*
5Y*
10Y*

XTAP

1D
0.08%
1M
0.65%
YTD
1.66%
6M
4.34%
1Y
16.29%
3Y*
16.22%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MSII vs. XTAP - Expense Ratio Comparison

MSII has a 0.99% expense ratio, which is higher than XTAP's 0.79% expense ratio.


Return for Risk

MSII vs. XTAP — Risk / Return Rank

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

MSII

XTAP
XTAP Risk / Return Rank: 7474
Overall Rank
XTAP Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
XTAP Sortino Ratio Rank: 7070
Sortino Ratio Rank
XTAP Omega Ratio Rank: 9494
Omega Ratio Rank
XTAP Calmar Ratio Rank: 5656
Calmar Ratio Rank
XTAP Martin Ratio Rank: 8585
Martin Ratio Rank
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.

MSII vs. XTAP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for REX MSTR Growth & Income ETF (MSII) and Innovator U.S. Equity Accelerated Plus ETF (XTAP). 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.

MSII vs. XTAP - Sharpe Ratio Comparison


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Sharpe Ratios by Period


MSIIXTAPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.14

Sharpe Ratio (All Time)

Calculated using the full available price history

-1.03

0.69

-1.72

Correlation

The correlation between MSII and XTAP is 0.36, 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.


Dividends

MSII vs. XTAP - Dividend Comparison

MSII's dividend yield for the trailing twelve months is around 74.46%, while XTAP has not paid dividends to shareholders.


Drawdowns

MSII vs. XTAP - Drawdown Comparison

The maximum MSII drawdown since its inception was -78.73%, which is greater than XTAP's maximum drawdown of -22.13%. Use the drawdown chart below to compare losses from any high point for MSII and XTAP.


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Drawdown Indicators


MSIIXTAPDifference

Max Drawdown

Largest peak-to-trough decline

-78.73%

-22.13%

-56.60%

Max Drawdown (1Y)

Largest decline over 1 year

-11.83%

Current Drawdown

Current decline from peak

-72.82%

0.00%

-72.82%

Average Drawdown

Average peak-to-trough decline

-41.84%

-3.57%

-38.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.73%

Volatility

MSII vs. XTAP - Volatility Comparison


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Volatility by Period


MSIIXTAPDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.77%

Volatility (6M)

Calculated over the trailing 6-month period

2.52%

Volatility (1Y)

Calculated over the trailing 1-year period

71.91%

14.33%

+57.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

71.91%

14.60%

+57.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

71.91%

14.60%

+57.31%