MSTR vs. MSTY

In the year-to-date period, MSTR achieves a 27.58% return, which is significantly higher than MSTY's 20.92% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for MicroStrategy Incorporated (MSTR) and YieldMax™ MSTR Option Income Strategy ETF (MSTY). 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.

The current MSTR Sharpe Ratio is 1.43, which is comparable to the MSTY Sharpe Ratio of 1.30. The chart below compares the historical Sharpe Ratios of MSTR and MSTY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MSTR has not paid dividends to shareholders, while MSTY's dividend yield for the trailing twelve months is around 140.55%.

The maximum MSTR drawdown since its inception was -99.86%, which is greater than MSTY's maximum drawdown of -40.83%. Use the drawdown chart below to compare losses from any high point for MSTR and MSTY.

MicroStrategy Incorporated (MSTR) has a higher volatility of 15.12% compared to YieldMax™ MSTR Option Income Strategy ETF (MSTY) at 12.18%. This indicates that MSTR's price experiences larger fluctuations and is considered to be riskier than MSTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.