MSTR vs. MAGX
MSTR (Strategy Inc) is a stock, while MAGX (Roundhill Daily 2X Long Magnificent Seven ETF) is Leveraged Equities fund actively managed by Roundhill. Over the past year, MSTR returned -67.36% vs 33.21% for MAGX. At a 0.44 correlation, their price movements are largely independent.
Performance
MSTR vs. MAGX - 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 MAGX's -8.69% 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%
MAGX
- 1D
- -0.27%
- 1M
- -16.06%
- YTD
- -8.69%
- 6M
- -7.45%
- 1Y
- 33.21%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSTR vs. MAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
MSTR Strategy Inc | -18.41% | -47.53% | 200.76% |
MAGX Roundhill Daily 2X Long Magnificent Seven ETF | -8.69% | 26.16% | 82.41% |
Correlation
The correlation between MSTR and MAGX 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 (All Time) Calculated using the full available price history since Feb 29, 2024 | 0.44 |
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Return for Risk
MSTR vs. MAGX — Risk / Return Rank
MSTR
MAGX
MSTR vs. MAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy Inc (MSTR) and Roundhill Daily 2X Long Magnificent Seven ETF (MAGX). 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 | MAGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.77 | ||
| Sortino ratioReturn per unit of downside risk | -3.00 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 1.16 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | -0.88 | 0.90 | -1.78 |
| Martin ratioReturn relative to average drawdown | -1.27 | 2.70 | -3.97 |
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Drawdowns
MSTR vs. MAGX - Drawdown Comparison
The maximum MSTR drawdown since its inception was -99.86%, which is greater than MAGX's maximum drawdown of -54.19%. Use the drawdown chart below to compare losses from any high point for MSTR and MAGX.
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Drawdown Indicators
| MSTR | MAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.86% | -54.19% | -45.67% |
Max Drawdown (1Y)Largest decline over 1 year | -76.53% | -37.24% | -39.29% |
Max Drawdown (3Y)Largest decline over 3 years | -77.42% | — | — |
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% | -16.77% | -57.07% |
Average DrawdownAverage peak-to-trough decline | -86.45% | -13.76% | -72.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 53.01% | 12.32% | +40.69% |
Volatility
MSTR vs. MAGX - Volatility Comparison
Strategy Inc (MSTR) has a higher volatility of 21.60% compared to Roundhill Daily 2X Long Magnificent Seven ETF (MAGX) at 12.35%. This indicates that MSTR's price experiences larger fluctuations and is considered to be riskier than MAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSTR | MAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.60% | 12.35% | +9.25% |
Volatility (6M)Calculated over the trailing 6-month period | 57.34% | 30.63% | +26.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 71.15% | 40.70% | +30.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 90.79% | 53.61% | +37.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 73.80% | 53.61% | +20.19% |
Dividends
MSTR vs. MAGX - Dividend Comparison
MSTR has not paid dividends to shareholders, while MAGX's dividend yield for the trailing twelve months is around 2.24%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
MAGX Roundhill Daily 2X Long Magnificent Seven ETF | 2.24% | 2.05% | 0.86% |
MSTR Strategy Inc | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MSTR and MAGX 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 MAGX (12.35%). In terms of maximum drawdown, MSTR dropped -99.86% vs MAGX's -54.19%.
MAGX currently has the higher Sharpe Ratio (0.82 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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