MSTR vs. MSTY
Compare and contrast key facts about MicroStrategy Incorporated (MSTR) and YieldMax™ MSTR Option Income Strategy ETF (MSTY).
MSTY is an actively managed fund by YieldMax. It was launched on Feb 21, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSTR or MSTY.
Key characteristics
| MSTR | MSTY | |
|---|---|---|
| Daily Std Dev | 103.67% | 76.77% |
| Max Drawdown | -99.86% | -33.16% |
| Current Drawdown | -4.47% | -4.88% |
Correlation
The correlation between MSTR and MSTY is 0.96, 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. MSTY - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
MSTR vs. MSTY - Risk-Adjusted Performance Comparison
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.
Not enough dataDividends
MSTR vs. MSTY - Dividend Comparison
MSTR has not paid dividends to shareholders, while MSTY's dividend yield for the trailing twelve months is around 56.66%.
| TTM | |
|---|---|
MSTR MicroStrategy Incorporated | 0.00% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | 56.66% |
Drawdowns
MSTR vs. MSTY - Drawdown Comparison
The maximum MSTR drawdown since its inception was -99.86%, which is greater than MSTY's maximum drawdown of -33.16%. Use the drawdown chart below to compare losses from any high point for MSTR and MSTY. For additional features, visit the drawdowns tool.
Volatility
MSTR vs. MSTY - Volatility Comparison
MicroStrategy Incorporated (MSTR) has a higher volatility of 32.85% compared to YieldMax™ MSTR Option Income Strategy ETF (MSTY) at 24.22%. 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.