MSTI.L vs. MSTR

Last updated Apr 1, 2026

Compare and contrast key facts about IncomeShares Microstrategy (MSTR) Options ETP (MSTI.L) and MicroStrategy Incorporated (MSTR).

MSTI.L is an actively managed fund by Leverage Shares. It was launched on Jun 27, 2025.

Performance

MSTI.L vs. MSTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in IncomeShares Microstrategy (MSTR) Options ETP (MSTI.L) and MicroStrategy Incorporated (MSTR). The values are adjusted to include any dividend payments, if applicable.

MSTI.L vs. MSTR - Yearly Performance Comparison

	2026 (YTD)	2025
MSTI.L IncomeShares Microstrategy (MSTR) Options ETP	-40.12%	-61.38%
MSTR MicroStrategy Incorporated	-17.87%	-62.41%

Returns By Period

In the year-to-date period, MSTI.L achieves a -40.12% return, which is significantly lower than MSTR's -17.87% return.

MSTI.L

• 1D: -7.11%
• 1M: -16.01%
• YTD: -40.12%
• 6M: -72.66%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

MSTR

• 1D: 2.77%
• 1M: -3.63%
• YTD: -17.87%
• 6M: -61.27%
• 1Y: -56.71%
• 3Y*: 62.23%
• 5Y*: 12.15%
• 10Y*: 21.18%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

MSTI.L vs. MSTR — Risk / Return Rank

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

MSTR

MSTR Risk / Return Rank: 13
MSTR Sharpe Ratio Rank: 10
MSTR Sortino Ratio Rank: 10
MSTR Omega Ratio Rank: 12
MSTR Calmar Ratio Rank: 16
MSTR Martin Ratio Rank: 17

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.

MSTI.L vs. MSTR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for IncomeShares Microstrategy (MSTR) Options ETP (MSTI.L) and MicroStrategy Incorporated (MSTR). 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.

Sharpe Ratios by Period

	MSTI.L	MSTR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	-0.77	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.13	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.29	—
Sharpe Ratio (All Time) Calculated using the full available price history	-1.40	0.12	-1.52

Correlation

The correlation between MSTI.L and MSTR is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

MSTI.L vs. MSTR - Dividend Comparison

MSTI.L's dividend yield for the trailing twelve months is around 0.74%, while MSTR has not paid dividends to shareholders.

	TTM	2025
MSTI.L IncomeShares Microstrategy (MSTR) Options ETP	0.74%	0.16%
MSTR MicroStrategy Incorporated	0.00%	0.00%

Drawdowns

MSTI.L vs. MSTR - Drawdown Comparison

The maximum MSTI.L drawdown since its inception was -80.37%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for MSTI.L and MSTR.

Drawdown Indicators

	MSTI.L	MSTR	Difference
Max Drawdown Largest peak-to-trough decline	-80.37%	-99.86%	+19.49%
Max Drawdown (1Y) Largest decline over 1 year	—	-76.53%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-84.11%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-89.27%	—
Current Drawdown Current decline from peak	-80.37%	-73.66%	-6.71%
Average Drawdown Average peak-to-trough decline	-46.87%	-86.60%	+39.73%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	43.98%	—

Volatility

Volatility by Period

	MSTI.L	MSTR	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	18.69%	—
Volatility (6M) Calculated over the trailing 6-month period	—	55.56%	—
Volatility (1Y) Calculated over the trailing 1-year period	61.31%	74.10%	-12.79%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	61.31%	91.30%	-29.99%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	61.31%	73.16%	-11.85%