MSTU vs. FXAIX
Compare and contrast key facts about T-Rex 2X Long MSTR Daily Target ETF (MSTU) and Fidelity 500 Index Fund (FXAIX).
MSTU is an actively managed fund by T-Rex. It was launched on Sep 18, 2024. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSTU or FXAIX.
Correlation
The correlation between MSTU and FXAIX is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MSTU vs. FXAIX - Performance Comparison
Key characteristics
MSTU:
223.90%
FXAIX:
12.59%
MSTU:
-53.88%
FXAIX:
-33.79%
MSTU:
-53.88%
FXAIX:
-3.54%
Returns By Period
MSTU
N/A
-30.29%
N/A
N/A
N/A
N/A
FXAIX
24.76%
-0.24%
7.73%
24.84%
14.60%
12.94%
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MSTU vs. FXAIX - Expense Ratio Comparison
MSTU has a 1.05% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
MSTU vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T-Rex 2X Long MSTR Daily Target ETF (MSTU) and Fidelity 500 Index Fund (FXAIX). 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
MSTU vs. FXAIX - Dividend Comparison
MSTU has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 0.89%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSTU T-Rex 2X Long MSTR Daily Target ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 0.89% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
MSTU vs. FXAIX - Drawdown Comparison
The maximum MSTU drawdown since its inception was -53.88%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for MSTU and FXAIX. For additional features, visit the drawdowns tool.
Volatility
MSTU vs. FXAIX - Volatility Comparison
T-Rex 2X Long MSTR Daily Target ETF (MSTU) has a higher volatility of 71.12% compared to Fidelity 500 Index Fund (FXAIX) at 3.65%. This indicates that MSTU's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.