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.
Key characteristics
| MSTU | FXAIX | |
|---|---|---|
| Daily Std Dev | 210.97% | 12.16% |
| Max Drawdown | -26.25% | -33.79% |
| Current Drawdown | -16.33% | -0.85% |
Correlation
The correlation between MSTU and FXAIX is 0.39, 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
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 1.22%.
| 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 | 1.22% | 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 -26.25%, smaller than the maximum FXAIX 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 62.43% compared to Fidelity 500 Index Fund (FXAIX) at 3.80%. 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.