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 -69.56% vs -96.10% 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 -25.94% return, which is significantly higher than MSTU's -65.58% return.
MSTR
- 1D
- -3.46%
- 1M
- -31.74%
- YTD
- -25.94%
- 6M
- -31.73%
- 1Y
- -69.56%
- 3Y*
- 56.53%
- 5Y*
- 11.72%
- 10Y*
- 19.85%
MSTU
- 1D
- -7.44%
- 1M
- -57.15%
- YTD
- -65.58%
- 6M
- -71.11%
- 1Y
- -96.10%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSTR vs. MSTU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
MSTR Strategy Inc | -25.94% | -47.53% | 120.63% |
MSTU T-Rex 2X Long MSTR Daily Target ETF | -65.58% | -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 | -0.29 | ||
| Sortino ratioReturn per unit of downside risk | +0.36 | ||
| Omega ratioGain probability vs. loss probability | 0.81 | 0.77 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.91 | -0.99 | +0.08 |
| Martin ratioReturn relative to average drawdown | -1.29 | -1.23 | -0.06 |
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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 -98.89%. 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% | -98.89% | -0.97% |
Max Drawdown (1Y)Largest decline over 1 year | -76.53% | -97.32% | +20.79% |
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 | -76.25% | -98.89% | +22.64% |
Average DrawdownAverage peak-to-trough decline | -86.45% | -72.45% | -14.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 53.81% | 77.82% | -24.01% |
Volatility
MSTR vs. MSTU - Volatility Comparison
The current volatility for Strategy Inc (MSTR) is 21.97%, while T-Rex 2X Long MSTR Daily Target ETF (MSTU) has a volatility of 44.20%. 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 | 21.97% | 44.20% | -22.23% |
Volatility (6M)Calculated over the trailing 6-month period | 57.49% | 113.76% | -56.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 71.85% | 141.64% | -69.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 90.64% | 168.68% | -78.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 73.87% | 168.68% | -94.81% |
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 (44.20%) compared to MSTR (21.97%). In terms of maximum drawdown, MSTR dropped -99.86% vs MSTU's -98.89%.
MSTU currently has the higher Sharpe Ratio (-0.68 vs -0.97), 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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