MSTR vs. MAGS
MSTR (Strategy Inc) is a stock, while MAGS (Roundhill Magnificent Seven ETF) is Technology Equities fund actively managed by Roundhill. Over the past 3 years, MSTR returned 63.46%/yr vs 31.29%/yr for MAGS. At a 0.38 correlation, their price movements are largely independent.
Performance
MSTR vs. MAGS - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, MSTR achieves a -18.41% return, which is significantly lower than MAGS's -1.59% 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%
MAGS
- 1D
- 0.00%
- 1M
- -7.97%
- YTD
- -1.59%
- 6M
- -0.43%
- 1Y
- 23.09%
- 3Y*
- 31.29%
- 5Y*
- —
- 10Y*
- —
MSTR vs. MAGS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
MSTR Strategy Inc | -18.41% | -47.53% | 358.54% | 101.94% |
MAGS Roundhill Magnificent Seven ETF | -1.59% | 22.99% | 63.97% | 35.74% |
Correlation
The correlation between MSTR and MAGS is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Apr 11, 2023 | 0.38 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
MSTR vs. MAGS — Risk / Return Rank
MSTR
MAGS
MSTR vs. MAGS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy Inc (MSTR) and Roundhill Magnificent Seven ETF (MAGS). 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 | MAGS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.09 | ||
| Sortino ratioReturn per unit of downside risk | -3.33 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 1.20 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | -0.88 | 1.25 | -2.13 |
| Martin ratioReturn relative to average drawdown | -1.27 | 4.21 | -5.48 |
Loading charts...
Drawdowns
MSTR vs. MAGS - Drawdown Comparison
The maximum MSTR drawdown since its inception was -99.86%, which is greater than MAGS's maximum drawdown of -29.91%. Use the drawdown chart below to compare losses from any high point for MSTR and MAGS.
Loading charts...
Drawdown Indicators
| MSTR | MAGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.86% | -29.91% | -69.95% |
Max Drawdown (1Y)Largest decline over 1 year | -76.53% | -18.62% | -57.91% |
Max Drawdown (3Y)Largest decline over 3 years | -77.42% | -29.91% | -47.51% |
Max Drawdown (5Y)Largest decline over 5 years | -84.11% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -89.27% | — | — |
Current DrawdownCurrent decline from peak | -73.84% | -8.50% | -65.34% |
Average DrawdownAverage peak-to-trough decline | -86.45% | -4.72% | -81.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 53.01% | 5.50% | +47.51% |
Volatility
MSTR vs. MAGS - Volatility Comparison
Strategy Inc (MSTR) has a higher volatility of 21.60% compared to Roundhill Magnificent Seven ETF (MAGS) at 5.86%. This indicates that MSTR's price experiences larger fluctuations and is considered to be riskier than MAGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| MSTR | MAGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.60% | 5.86% | +15.74% |
Volatility (6M)Calculated over the trailing 6-month period | 57.34% | 15.07% | +42.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 71.15% | 20.30% | +50.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 90.79% | 25.97% | +64.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 73.80% | 25.97% | +47.83% |
Dividends
MSTR vs. MAGS - Dividend Comparison
MSTR has not paid dividends to shareholders, while MAGS's dividend yield for the trailing twelve months is around 1.50%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
MAGS Roundhill Magnificent Seven ETF | 1.50% | 1.48% | 0.81% | 0.44% |
MSTR Strategy Inc | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MSTR and MAGS have a correlation of 0.45, 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 MAGS (5.86%). In terms of maximum drawdown, MSTR dropped -99.86% vs MAGS's -29.91%.
MAGS currently has the higher Sharpe Ratio (1.14 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.
Find the right allocation for MSTR and MAGS
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer