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 -74.56% vs -97.37% for MSTU. Their 1.00 correlation means they have historically moved very closely together.
Performance
MSTR vs. MSTU - Performance Comparison
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Returns By Period
In the year-to-date period, MSTR achieves a -38.61% return, which is significantly higher than MSTU's -78.82% return.
MSTR
- 1D
- -4.56%
- 1M
- -7.43%
- 6M
- -37.69%
- YTD
- -38.61%
- 1Y
- -74.56%
- 3Y*
- 28.96%
- 5Y*
- 8.30%
- 10Y*
- 18.75%
- ALL TIME*
- 9.12%
MSTU
- 1D
- -8.33%
- 1M
- -18.14%
- 6M
- -76.72%
- YTD
- -78.82%
- 1Y
- -97.37%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -75.84%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
MSTR Strategy Inc | $1.53B | $1.65B | $2.43B |
| $207.37M | $183.22M | $204.16M |
MSTR vs. MSTU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
MSTR Strategy Inc | -38.61% | -47.53% | 120.63% |
MSTU T-Rex 2X Long MSTR Daily Target ETF | -78.82% | -89.07% | 205.47% |
Correlation
The correlation between MSTR and MSTU is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 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 | -0.36 | ||
| Sortino ratioReturn per unit of downside risk | +0.34 | ||
| Omega ratioGain probability vs. loss probability | 0.78 | 0.74 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | -0.97 | -1.00 | +0.03 |
| Martin ratioReturn relative to average drawdown | -1.38 | -1.21 | -0.17 |
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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 | -79.53% | -98.15% | +18.62% |
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 | -80.31% | -99.31% | +19.00% |
Average DrawdownAverage peak-to-trough decline | -86.42% | -74.11% | -12.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 55.64% | 80.95% | -25.31% |
Volatility
MSTR vs. MSTU - Volatility Comparison
The current volatility for Strategy Inc (MSTR) is 18.58%, while T-Rex 2X Long MSTR Daily Target ETF (MSTU) has a volatility of 36.34%. 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 | 18.58% | 36.34% | -17.76% |
Volatility (6M)Calculated over the trailing 6-month period | 60.57% | 119.58% | -59.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 75.24% | 148.47% | -73.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 89.94% | 168.54% | -78.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 74.33% | 168.54% | -94.21% |
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 (36.34%) compared to MSTR (18.58%). In terms of maximum drawdown, MSTR dropped -99.86% vs MSTU's -99.43%.
MSTU currently has the higher Sharpe Ratio (-0.66 vs -1.02), 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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