MSTR vs. MSTU
Compare and contrast key facts about MicroStrategy Incorporated (MSTR) and T-Rex 2X Long MSTR Daily Target ETF (MSTU).
MSTU is an actively managed fund by T-Rex. It was launched on Sep 18, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSTR or MSTU.
Correlation
The correlation between MSTR and MSTU is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MSTR vs. MSTU - Performance Comparison
Key characteristics
MSTR:
100.30%
MSTU:
210.99%
MSTR:
-99.86%
MSTU:
-84.26%
MSTR:
-30.50%
MSTU:
-71.57%
Returns By Period
In the year-to-date period, MSTR achieves a 13.70% return, which is significantly higher than MSTU's -3.95% return.
MSTR
13.70%
16.46%
116.74%
75.45%
99.25%
34.58%
MSTU
-3.95%
15.87%
120.88%
N/A
N/A
N/A
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Risk-Adjusted Performance
MSTR vs. MSTU — Risk-Adjusted Performance Rank
MSTR
MSTU
MSTR vs. MSTU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MicroStrategy Incorporated (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.
Not enough dataDividends
MSTR vs. MSTU - Dividend Comparison
Neither MSTR nor MSTU has paid dividends to shareholders.
Drawdowns
MSTR vs. MSTU - Drawdown Comparison
The maximum MSTR drawdown since its inception was -99.86%, which is greater than MSTU's maximum drawdown of -84.26%. Use the drawdown chart below to compare losses from any high point for MSTR and MSTU. For additional features, visit the drawdowns tool.
Volatility
MSTR vs. MSTU - Volatility Comparison
The current volatility for MicroStrategy Incorporated (MSTR) is 34.09%, while T-Rex 2X Long MSTR Daily Target ETF (MSTU) has a volatility of 68.66%. 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.