MSST vs. USOY
MSST (YieldMax MSTR Performance & Distribution Target 25 ETF) and USOY (Defiance Oil Enhanced Options Income ETF) are both Derivative Income funds. Both are actively managed. At a correlation of -0.13, they often move in opposite directions. MSST charges 0.99%/yr vs 1.22%/yr for USOY.
Performance
MSST vs. USOY - Performance Comparison
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Returns By Period
In the year-to-date period, MSST achieves a -20.98% return, which is significantly lower than USOY's 56.61% return.
MSST
- 1D
- -7.10%
- 1M
- -34.34%
- YTD
- -20.98%
- 6M
- -31.73%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
USOY
- 1D
- -1.67%
- 1M
- 1.06%
- YTD
- 56.61%
- 6M
- 52.27%
- 1Y
- 51.90%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSST vs. USOY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MSST YieldMax MSTR Performance & Distribution Target 25 ETF | -20.98% | -22.94% |
USOY Defiance Oil Enhanced Options Income ETF | 56.61% | -1.89% |
Correlation
The correlation between MSST and USOY is -0.13, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 19, 2025 | -0.13 |
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Return for Risk
MSST vs. USOY — Risk / Return Rank
MSST
USOY
MSST vs. USOY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax MSTR Performance & Distribution Target 25 ETF (MSST) and Defiance Oil Enhanced Options Income ETF (USOY). 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.
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Sharpe Ratios by Period
| MSST | USOY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.83 | 0.91 | -1.74 |
Drawdowns
MSST vs. USOY - Drawdown Comparison
The maximum MSST drawdown since its inception was -44.05%, which is greater than USOY's maximum drawdown of -17.46%. Use the drawdown chart below to compare losses from any high point for MSST and USOY.
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Drawdown Indicators
| MSST | USOY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.05% | -17.46% | -26.59% |
Max Drawdown (1Y)Largest decline over 1 year | — | -14.29% | — |
Current DrawdownCurrent decline from peak | -39.11% | -8.37% | -30.74% |
Average DrawdownAverage peak-to-trough decline | -21.28% | -6.47% | -14.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 7.45% | — |
Volatility
MSST vs. USOY - Volatility Comparison
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Volatility by Period
| MSST | USOY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 9.70% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 27.33% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 72.68% | 30.56% | +42.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 72.68% | 26.14% | +46.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 72.68% | 26.14% | +46.54% |
MSST vs. USOY - Expense Ratio Comparison
MSST has a 0.99% expense ratio, which is lower than USOY's 1.22% expense ratio.
Dividends
MSST vs. USOY - Dividend Comparison
MSST's dividend yield for the trailing twelve months is around 17.99%, less than USOY's 57.61% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
MSST YieldMax MSTR Performance & Distribution Target 25 ETF | 17.99% | 2.71% | 0.00% |
USOY Defiance Oil Enhanced Options Income ETF | 57.61% | 104.32% | 48.60% |
Frequently Asked Questions
MSST and USOY have a correlation of -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MSST is cheaper at 0.99% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MSST is cheaper with a 0.99% expense ratio, compared with 1.22% for USOY.
USOY has the higher dividend yield at 57.61%, compared with 17.99% for MSST.
They also come from different issuers: YieldMax and Defiance. Their fees differ too: 0.99% for MSST and 1.22% for USOY.
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