MSTR vs. BUZZ
MSTR (Strategy Inc) is a stock, while BUZZ (VanEck Social Sentiment ETF) is Large Cap Growth Equities fund tracking the BUZZ NextGen AI US Sentiment Leaders Index. Over the past 5 years, MSTR returned 19.14%/yr vs 7.60%/yr for BUZZ. A 0.65 correlation means they provide meaningful diversification when combined.
Performance
MSTR vs. BUZZ - 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 BUZZ's 13.20% 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%
BUZZ
- 1D
- -0.27%
- 1M
- -0.97%
- YTD
- 13.20%
- 6M
- 9.20%
- 1Y
- 31.99%
- 3Y*
- 31.61%
- 5Y*
- 7.60%
- 10Y*
- —
MSTR vs. BUZZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
MSTR Strategy Inc | -18.41% | -47.53% | 358.54% | 346.15% | -74.00% | -25.57% |
BUZZ VanEck Social Sentiment ETF | 13.20% | 30.61% | 33.74% | 54.64% | -47.67% | -4.47% |
Correlation
The correlation between MSTR and BUZZ is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.66 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (All Time) Calculated using the full available price history since Mar 4, 2021 | 0.65 |
The correlation between MSTR and BUZZ has been stable across timeframes, ranging from 0.60 to 0.66 - a consistent structural relationship.
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Return for Risk
MSTR vs. BUZZ — Risk / Return Rank
MSTR
BUZZ
MSTR vs. BUZZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy Inc (MSTR) and VanEck Social Sentiment ETF (BUZZ). 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 | BUZZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.94 | ||
| Sortino ratioReturn per unit of downside risk | -3.14 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 1.18 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.88 | 1.05 | -1.94 |
| Martin ratioReturn relative to average drawdown | -1.27 | 2.54 | -3.81 |
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Drawdowns
MSTR vs. BUZZ - Drawdown Comparison
The maximum MSTR drawdown since its inception was -99.86%, which is greater than BUZZ's maximum drawdown of -56.87%. Use the drawdown chart below to compare losses from any high point for MSTR and BUZZ.
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Drawdown Indicators
| MSTR | BUZZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.86% | -56.87% | -42.99% |
Max Drawdown (1Y)Largest decline over 1 year | -76.53% | -30.47% | -46.06% |
Max Drawdown (3Y)Largest decline over 3 years | -77.42% | -30.47% | -46.95% |
Max Drawdown (5Y)Largest decline over 5 years | -84.11% | -56.87% | -27.24% |
Max Drawdown (10Y)Largest decline over 10 years | -89.27% | — | — |
Current DrawdownCurrent decline from peak | -73.84% | -9.85% | -63.99% |
Average DrawdownAverage peak-to-trough decline | -86.45% | -23.91% | -62.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 53.01% | 12.65% | +40.36% |
Volatility
MSTR vs. BUZZ - Volatility Comparison
Strategy Inc (MSTR) has a higher volatility of 21.60% compared to VanEck Social Sentiment ETF (BUZZ) at 12.00%. This indicates that MSTR's price experiences larger fluctuations and is considered to be riskier than BUZZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSTR | BUZZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.60% | 12.00% | +9.60% |
Volatility (6M)Calculated over the trailing 6-month period | 57.34% | 25.17% | +32.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 71.15% | 32.59% | +38.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 90.79% | 33.19% | +57.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 73.80% | 32.88% | +40.92% |
Dividends
MSTR vs. BUZZ - Dividend Comparison
Neither MSTR nor BUZZ has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BUZZ VanEck Social Sentiment ETF | 0.00% | 0.00% | 0.50% | 0.52% | 0.40% |
MSTR Strategy Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MSTR and BUZZ have a correlation of 0.66, 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 BUZZ (12.00%). In terms of maximum drawdown, MSTR dropped -99.86% vs BUZZ's -56.87%.
BUZZ currently has the higher Sharpe Ratio (0.99 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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