MSTR vs. BKIE
MSTR (Strategy Inc) is a stock, while BKIE (BNY Mellon International Equity ETF) is Foreign Large Cap Equities fund tracking the Morningstar Developed Markets ex-US Large Cap Index. Over the past 5 years, MSTR returned 19.14%/yr vs 9.17%/yr for BKIE. At a 0.41 correlation, their price movements are largely independent.
Performance
MSTR vs. BKIE - Performance Comparison
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Returns By Period
In the year-to-date period, MSTR achieves a -18.41% return, which is significantly lower than BKIE's 9.51% return.
MSTR
- 1D
- 3.18%
- 1M
- -30.37%
- YTD
- -18.41%
- 6M
- -29.74%
- 1Y
- -67.36%
- 3Y*
- 63.46%
- 5Y*
- 19.14%
- 10Y*
- 20.92%
BKIE
- 1D
- 0.43%
- 1M
- 1.41%
- YTD
- 9.51%
- 6M
- 10.84%
- 1Y
- 22.01%
- 3Y*
- 17.04%
- 5Y*
- 9.17%
- 10Y*
- —
MSTR vs. BKIE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
MSTR Strategy Inc | -18.41% | -47.53% | 358.54% | 346.15% | -74.00% | 40.13% | 208.42% |
BKIE BNY Mellon International Equity ETF | 9.51% | 32.08% | 4.63% | 18.25% | -13.60% | 13.75% | 34.17% |
Correlation
The correlation between MSTR and BKIE is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Apr 24, 2020 | 0.41 |
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Return for Risk
MSTR vs. BKIE — Risk / Return Rank
MSTR
BKIE
MSTR vs. BKIE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy Inc (MSTR) and BNY Mellon International Equity ETF (BKIE). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MSTR | BKIE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.41 | ||
| Sortino ratioReturn per unit of downside risk | -3.81 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 1.26 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.88 | 1.94 | -2.82 |
| Martin ratioReturn relative to average drawdown | -1.27 | 7.45 | -8.72 |
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Drawdowns
MSTR vs. BKIE - Drawdown Comparison
The maximum MSTR drawdown since its inception was -99.86%, which is greater than BKIE's maximum drawdown of -28.19%. Use the drawdown chart below to compare losses from any high point for MSTR and BKIE.
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Drawdown Indicators
| MSTR | BKIE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.86% | -28.19% | -71.67% |
Max Drawdown (1Y)Largest decline over 1 year | -76.53% | -11.41% | -65.12% |
Max Drawdown (3Y)Largest decline over 3 years | -77.42% | -13.19% | -64.23% |
Max Drawdown (5Y)Largest decline over 5 years | -84.11% | -28.19% | -55.92% |
Max Drawdown (10Y)Largest decline over 10 years | -89.27% | — | — |
Current DrawdownCurrent decline from peak | -73.84% | -0.37% | -73.47% |
Average DrawdownAverage peak-to-trough decline | -86.45% | -4.96% | -81.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 53.01% | 2.97% | +50.04% |
Volatility
MSTR vs. BKIE - Volatility Comparison
Strategy Inc (MSTR) has a higher volatility of 21.60% compared to BNY Mellon International Equity ETF (BKIE) at 5.17%. This indicates that MSTR's price experiences larger fluctuations and is considered to be riskier than BKIE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSTR | BKIE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.60% | 5.17% | +16.43% |
Volatility (6M)Calculated over the trailing 6-month period | 57.34% | 12.78% | +44.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 71.15% | 15.14% | +56.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 90.79% | 16.22% | +74.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 73.80% | 16.38% | +57.42% |
Dividends
MSTR vs. BKIE - Dividend Comparison
MSTR has not paid dividends to shareholders, while BKIE's dividend yield for the trailing twelve months is around 3.23%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
BKIE BNY Mellon International Equity ETF | 3.23% | 3.12% | 3.31% | 2.88% | 2.97% | 2.58% | 1.49% |
MSTR Strategy Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MSTR and BKIE have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTR has higher volatility (21.60%) compared to BKIE (5.17%). In terms of maximum drawdown, MSTR dropped -99.86% vs BKIE's -28.19%.
BKIE currently has the higher Sharpe Ratio (1.46 vs -0.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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