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 -96.32% vs -70.39% 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 -67.51% return, which is significantly lower than MSTR's -27.96% return.
MSTU
- 1D
- -5.59%
- 1M
- -56.73%
- YTD
- -67.51%
- 6M
- -72.64%
- 1Y
- -96.32%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSTR
- 1D
- -2.73%
- 1M
- -31.54%
- YTD
- -27.96%
- 6M
- -33.39%
- 1Y
- -70.39%
- 3Y*
- 49.27%
- 5Y*
- 14.63%
- 10Y*
- 20.25%
MSTU vs. MSTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
MSTU T-Rex 2X Long MSTR Daily Target ETF | -67.51% | -89.07% | 205.47% |
MSTR Strategy Inc | -27.96% | -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 | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.36 | ||
| Omega ratioGain probability vs. loss probability | 0.77 | 0.80 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.99 | -0.92 | -0.07 |
| Martin ratioReturn relative to average drawdown | -1.23 | -1.30 | +0.07 |
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Drawdowns
MSTU vs. MSTR - Drawdown Comparison
The maximum MSTU drawdown since its inception was -98.95%, 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 | -98.95% | -99.86% | +0.91% |
Max Drawdown (1Y)Largest decline over 1 year | -97.47% | -76.53% | -20.94% |
Max Drawdown (3Y)Largest decline over 3 years | — | -77.42% | — |
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 | -98.95% | -76.90% | -22.05% |
Average DrawdownAverage peak-to-trough decline | -72.51% | -86.45% | +13.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 78.06% | 54.03% | +24.03% |
Volatility
MSTU vs. MSTR - Volatility Comparison
T-Rex 2X Long MSTR Daily Target ETF (MSTU) has a higher volatility of 43.88% compared to Strategy Inc (MSTR) at 21.83%. 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 | 43.88% | 21.83% | +22.05% |
Volatility (6M)Calculated over the trailing 6-month period | 113.60% | 57.40% | +56.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 141.98% | 72.01% | +69.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 168.54% | 90.54% | +78.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 168.54% | 73.91% | +94.63% |
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 (43.88%) compared to MSTR (21.83%). In terms of maximum drawdown, MSTU dropped -98.95% vs MSTR's -99.86%.
MSTU currently has the higher Sharpe Ratio (-0.68 vs -0.98), 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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