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 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MSTU vs. FXAIX - Performance Comparison
Key characteristics
MSTU:
216.87%
FXAIX:
19.55%
MSTU:
-86.19%
FXAIX:
-33.79%
MSTU:
-69.54%
FXAIX:
-9.89%
Returns By Period
In the year-to-date period, MSTU achieves a 2.89% return, which is significantly higher than FXAIX's -5.72% return.
MSTU
2.89%
7.12%
9.08%
N/A
N/A
N/A
FXAIX
-5.72%
-3.22%
-4.27%
10.89%
16.06%
11.90%
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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 Rank
MSTU
FXAIX
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 1.35%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 1.35% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
MSTU vs. FXAIX - Drawdown Comparison
The maximum MSTU drawdown since its inception was -86.19%, 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 70.95% compared to Fidelity 500 Index Fund (FXAIX) at 14.39%. 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.