MSTR vs. MSTU
MSTR (Strategy Inc) is a stock, while MSTU (T-Rex 2X Long MSTR Daily Target ETF) is Leveraged Equities fund actively managed by T-Rex. Over the past year, MSTR returned -77.56% vs -97.97% for MSTU. With a 1.00 correlation, they move nearly in lockstep.
Performance
MSTR vs. MSTU - Performance Comparison
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Returns By Period
In the year-to-date period, MSTR achieves a -37.72% return, which is significantly higher than MSTU's -77.44% return.
MSTR
- 1D
- 0.80%
- 1M
- -17.95%
- 6M
- -39.85%
- YTD
- -37.72%
- 1Y
- -77.56%
- 3Y*
- 31.91%
- 5Y*
- 8.53%
- 10Y*
- 17.95%
MSTU
- 1D
- 1.35%
- 1M
- -39.12%
- 6M
- -78.64%
- YTD
- -77.44%
- 1Y
- -97.97%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSTR vs. MSTU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
MSTR Strategy Inc | -37.72% | -47.53% | 120.63% |
MSTU T-Rex 2X Long MSTR Daily Target ETF | -77.44% | -89.07% | 205.47% |
Correlation
The correlation between MSTR and MSTU is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2024 | 1.00 |
The correlation between MSTR and MSTU has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
MSTR vs. MSTU — Risk / Return Rank
MSTR
MSTU
MSTR vs. MSTU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy Inc (MSTR) and T-Rex 2X Long MSTR Daily Target ETF (MSTU). 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 | MSTU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.38 | ||
| Sortino ratioReturn per unit of downside risk | +0.34 | ||
| Omega ratioGain probability vs. loss probability | 0.77 | 0.73 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | -0.95 | -0.99 | +0.05 |
| Martin ratioReturn relative to average drawdown | -1.36 | -1.20 | -0.16 |
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Drawdowns
MSTR vs. MSTU - Drawdown Comparison
The maximum MSTR drawdown since its inception was -99.86%, roughly equal to the maximum MSTU drawdown of -99.43%. Use the drawdown chart below to compare losses from any high point for MSTR and MSTU.
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Drawdown Indicators
| MSTR | MSTU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.86% | -99.43% | -0.43% |
Max Drawdown (1Y)Largest decline over 1 year | -81.95% | -98.62% | +16.67% |
Max Drawdown (3Y)Largest decline over 3 years | -82.63% | — | — |
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 | -80.03% | -99.27% | +19.24% |
Average DrawdownAverage peak-to-trough decline | -86.43% | -73.27% | -13.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 56.96% | 81.18% | -24.22% |
Volatility
MSTR vs. MSTU - Volatility Comparison
The current volatility for Strategy Inc (MSTR) is 26.71%, while T-Rex 2X Long MSTR Daily Target ETF (MSTU) has a volatility of 53.11%. This indicates that MSTR experiences smaller price fluctuations and is considered to be less risky than MSTU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSTR | MSTU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 26.71% | 53.11% | -26.40% |
Volatility (6M)Calculated over the trailing 6-month period | 61.11% | 121.11% | -60.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 74.22% | 146.57% | -72.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 90.78% | 169.77% | -78.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 74.21% | 169.77% | -95.56% |
Dividends
MSTR vs. MSTU - Dividend Comparison
Neither MSTR nor MSTU has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 1.00, MSTR and MSTU move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
MSTU has higher volatility (53.11%) compared to MSTR (26.71%). In terms of maximum drawdown, MSTR dropped -99.86% vs MSTU's -99.43%.
MSTU currently has the higher Sharpe Ratio (-0.67 vs -1.05), 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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