MSTR vs. GDXJ
Compare and contrast key facts about MicroStrategy Incorporated (MSTR) and VanEck Vectors Junior Gold Miners ETF (GDXJ).
GDXJ is a passively managed fund by VanEck that tracks the performance of the MVIS Global Junior Gold Miners Index. It was launched on Nov 10, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSTR or GDXJ.
Key characteristics
| MSTR | GDXJ | |
|---|---|---|
| YTD Return | 138.03% | 17.12% |
| 1Y Return | 449.84% | 14.33% |
| 3Y Return (Ann) | 42.41% | -3.59% |
| 5Y Return (Ann) | 61.69% | 10.24% |
| 10Y Return (Ann) | 27.63% | 3.64% |
| Sharpe Ratio | 4.79 | 0.33 |
| Daily Std Dev | 90.19% | 33.62% |
| Max Drawdown | -99.86% | -88.66% |
| Current Drawdown | -51.97% | -67.18% |
Correlation
The correlation between MSTR and GDXJ is 0.15, 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.
Performance
MSTR vs. GDXJ - Performance Comparison
In the year-to-date period, MSTR achieves a 138.03% return, which is significantly higher than GDXJ's 17.12% return. Over the past 10 years, MSTR has outperformed GDXJ with an annualized return of 27.63%, while GDXJ has yielded a comparatively lower 3.64% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
MSTR vs. GDXJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MicroStrategy Incorporated (MSTR) and VanEck Vectors Junior Gold Miners ETF (GDXJ). 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.
Dividends
MSTR vs. GDXJ - Dividend Comparison
MSTR has not paid dividends to shareholders, while GDXJ's dividend yield for the trailing twelve months is around 0.62%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
MSTR MicroStrategy Incorporated | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GDXJ VanEck Vectors Junior Gold Miners ETF | 0.62% | 0.72% | 0.51% | 1.78% | 1.58% | 0.39% | 0.45% | 0.03% | 4.78% | 0.72% | 0.74% |
Drawdowns
MSTR vs. GDXJ - Drawdown Comparison
The maximum MSTR drawdown since its inception was -99.86%, which is greater than GDXJ's maximum drawdown of -88.66%. Use the drawdown chart below to compare losses from any high point for MSTR and GDXJ. For additional features, visit the drawdowns tool.
Volatility
MSTR vs. GDXJ - Volatility Comparison
MicroStrategy Incorporated (MSTR) has a higher volatility of 33.83% compared to VanEck Vectors Junior Gold Miners ETF (GDXJ) at 10.21%. This indicates that MSTR's price experiences larger fluctuations and is considered to be riskier than GDXJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.