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MSTW vs. IMST
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MSTW vs. IMST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Roundhill MSTR WeeklyPay ETF (MSTW) and Bitwise Funds Trust (IMST). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MSTW achieves a -23.56% return, which is significantly lower than IMST's -14.98% return.


MSTW

1D
-8.54%
1M
-36.78%
YTD
-23.56%
6M
-41.29%
1Y
3Y*
5Y*
10Y*

IMST

1D
-5.79%
1M
-25.22%
YTD
-14.98%
6M
-28.07%
1Y
-62.31%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MSTW vs. IMST - Yearly Performance Comparison


2026 (YTD)2025
MSTW
Roundhill MSTR WeeklyPay ETF
-23.56%-71.42%
IMST
Bitwise Funds Trust
-14.98%-57.92%

Correlation

The correlation between MSTW and IMST is 0.97 - 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 (All Time)
Calculated using the full available price history since Jul 25, 2025

0.97

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Return for Risk

MSTW vs. IMST — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MSTW

IMST
IMST Risk / Return Rank: 11
Overall Rank
IMST Sharpe Ratio Rank: 11
Sharpe Ratio Rank
IMST Sortino Ratio Rank: 11
Sortino Ratio Rank
IMST Omega Ratio Rank: 11
Omega Ratio Rank
IMST Calmar Ratio Rank: 11
Calmar Ratio Rank
IMST Martin Ratio Rank: 22
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MSTW vs. IMST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Roundhill MSTR WeeklyPay ETF (MSTW) and Bitwise Funds Trust (IMST). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

MSTW vs. IMST - Sharpe Ratio Comparison


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Sharpe Ratios by Period


MSTWIMSTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.10

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.94

-0.80

-0.14

Drawdowns

MSTW vs. IMST - Drawdown Comparison

The maximum MSTW drawdown since its inception was -81.85%, which is greater than IMST's maximum drawdown of -69.86%. Use the drawdown chart below to compare losses from any high point for MSTW and IMST.


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Drawdown Indicators


MSTWIMSTDifference

Max Drawdown

Largest peak-to-trough decline

-81.85%

-69.86%

-11.99%

Max Drawdown (1Y)

Largest decline over 1 year

-69.86%

Current Drawdown

Current decline from peak

-78.15%

-66.74%

-11.41%

Average Drawdown

Average peak-to-trough decline

-54.49%

-35.27%

-19.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

46.22%

Volatility

MSTW vs. IMST - Volatility Comparison


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Volatility by Period


MSTWIMSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.83%

Volatility (6M)

Calculated over the trailing 6-month period

44.06%

Volatility (1Y)

Calculated over the trailing 1-year period

89.01%

56.91%

+32.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

89.01%

59.73%

+29.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

89.01%

59.73%

+29.28%

MSTW vs. IMST - Expense Ratio Comparison

Both MSTW and IMST have an expense ratio of 0.99%.


Dividends

MSTW vs. IMST - Dividend Comparison

MSTW's dividend yield for the trailing twelve months is around 239.64%, more than IMST's 221.80% yield.


PositionTTM2025
IMST
Bitwise Funds Trust
221.80%195.93%
MSTW
Roundhill MSTR WeeklyPay ETF
239.64%106.94%

Frequently Asked Questions


With a correlation of 0.97, MSTW and IMST 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.

Both ETFs have the same 0.99% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

MSTW and IMST have the same expense ratio: 0.99% per year.

MSTW has the higher dividend yield at 239.64%, compared with 221.80% for IMST.

They also come from different issuers: Roundhill and Bitwise.

Portfolio Optimizer

Find the right allocation for MSTW and IMST

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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