MSTU vs. MSTR
MSTU (T-Rex 2X Long MSTR Daily Target ETF) is Leveraged Equities fund actively managed by T-Rex, while MSTR (Strategy Inc) is a stock. Over the past year, MSTU returned -98.08% vs -78.22% for MSTR. With a 1.00 correlation, they move nearly in lockstep.
Performance
MSTU vs. MSTR - Performance Comparison
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Returns By Period
In the year-to-date period, MSTU achieves a -77.44% return, which is significantly lower than MSTR's -37.72% return.
MSTU
- 1D
- 1.35%
- 1M
- -46.73%
- 6M
- -78.64%
- YTD
- -77.44%
- 1Y
- -98.08%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSTR
- 1D
- 0.80%
- 1M
- -23.66%
- 6M
- -39.85%
- YTD
- -37.72%
- 1Y
- -78.22%
- 3Y*
- 31.91%
- 5Y*
- 8.53%
- 10Y*
- 17.95%
MSTU vs. MSTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
MSTU T-Rex 2X Long MSTR Daily Target ETF | -77.44% | -89.07% | 205.47% |
MSTR Strategy Inc | -37.72% | -47.53% | 120.63% |
Correlation
The correlation between MSTU and MSTR is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2024 | 1.00 |
The correlation between MSTU and MSTR has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
MSTU vs. MSTR — Risk / Return Rank
MSTU
MSTR
MSTU vs. MSTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T-Rex 2X Long MSTR Daily Target ETF (MSTU) and Strategy Inc (MSTR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MSTU | MSTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.38 | ||
| Sortino ratioReturn per unit of downside risk | -0.34 | ||
| Omega ratioGain probability vs. loss probability | 0.73 | 0.77 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | -0.99 | -0.95 | -0.05 |
| Martin ratioReturn relative to average drawdown | -1.20 | -1.36 | +0.16 |
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Drawdowns
MSTU vs. MSTR - Drawdown Comparison
The maximum MSTU drawdown since its inception was -99.43%, roughly equal to the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for MSTU and MSTR.
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Drawdown Indicators
| MSTU | MSTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.43% | -99.86% | +0.43% |
Max Drawdown (1Y)Largest decline over 1 year | -98.62% | -81.95% | -16.67% |
Max Drawdown (3Y)Largest decline over 3 years | — | -82.63% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -84.11% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -89.27% | — |
Current DrawdownCurrent decline from peak | -99.27% | -80.03% | -19.24% |
Average DrawdownAverage peak-to-trough decline | -73.27% | -86.43% | +13.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 81.18% | 56.96% | +24.22% |
Volatility
MSTU vs. MSTR - Volatility Comparison
T-Rex 2X Long MSTR Daily Target ETF (MSTU) has a higher volatility of 53.11% compared to Strategy Inc (MSTR) at 26.71%. This indicates that MSTU's price experiences larger fluctuations and is considered to be riskier than MSTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSTU | MSTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 53.11% | 26.71% | +26.40% |
Volatility (6M)Calculated over the trailing 6-month period | 121.11% | 61.11% | +60.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 146.57% | 74.22% | +72.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 169.77% | 90.78% | +78.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 169.77% | 74.21% | +95.56% |
Dividends
MSTU vs. MSTR - Dividend Comparison
Neither MSTU nor MSTR has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 1.00, MSTU and MSTR move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
MSTU has higher volatility (53.11%) compared to MSTR (26.71%). In terms of maximum drawdown, MSTU dropped -99.43% vs MSTR's -99.86%.
MSTU currently has the higher Sharpe Ratio (-0.67 vs -1.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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