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MSTW vs. MSTR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MSTW vs. MSTR - Performance Comparison

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

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MSTW vs. MSTR - Yearly Performance Comparison


2026 (YTD)2025
MSTW
Roundhill MSTR WeeklyPay ETF
-22.66%-71.42%
MSTR
MicroStrategy Incorporated
-17.87%-63.38%

Returns By Period

In the year-to-date period, MSTW achieves a -22.66% return, which is significantly lower than MSTR's -17.87% return.


MSTW

1D
3.64%
1M
-5.24%
YTD
-22.66%
6M
-69.65%
1Y
3Y*
5Y*
10Y*

MSTR

1D
2.77%
1M
-3.63%
YTD
-17.87%
6M
-61.27%
1Y
-56.71%
3Y*
62.23%
5Y*
12.15%
10Y*
21.18%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

MSTW vs. MSTR — Risk / Return Rank

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

MSTW

MSTR
MSTR Risk / Return Rank: 1313
Overall Rank
MSTR Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
MSTR Sortino Ratio Rank: 1010
Sortino Ratio Rank
MSTR Omega Ratio Rank: 1212
Omega Ratio Rank
MSTR Calmar Ratio Rank: 1616
Calmar Ratio Rank
MSTR Martin Ratio Rank: 1717
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. MSTR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Roundhill MSTR WeeklyPay ETF (MSTW) and MicroStrategy Incorporated (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.


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

MSTW vs. MSTR - Sharpe Ratio Comparison


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Sharpe Ratios by Period


MSTWMSTRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.77

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.99

0.12

-1.12

Correlation

The correlation between MSTW and MSTR is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

MSTW vs. MSTR - Dividend Comparison

MSTW's dividend yield for the trailing twelve months is around 193.06%, while MSTR has not paid dividends to shareholders.


TTM2025
MSTW
Roundhill MSTR WeeklyPay ETF
193.06%106.94%
MSTR
MicroStrategy Incorporated
0.00%0.00%

Drawdowns

MSTW vs. MSTR - Drawdown Comparison

The maximum MSTW drawdown since its inception was -81.85%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for MSTW and MSTR.


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Drawdown Indicators


MSTWMSTRDifference

Max Drawdown

Largest peak-to-trough decline

-81.85%

-99.86%

+18.01%

Max Drawdown (1Y)

Largest decline over 1 year

-76.53%

Max Drawdown (5Y)

Largest decline over 5 years

-84.11%

Max Drawdown (10Y)

Largest decline over 10 years

-89.27%

Current Drawdown

Current decline from peak

-77.90%

-73.66%

-4.24%

Average Drawdown

Average peak-to-trough decline

-50.31%

-86.60%

+36.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

43.98%

Volatility

MSTW vs. MSTR - Volatility Comparison


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Volatility by Period


MSTWMSTRDifference

Volatility (1M)

Calculated over the trailing 1-month period

18.69%

Volatility (6M)

Calculated over the trailing 6-month period

55.56%

Volatility (1Y)

Calculated over the trailing 1-year period

89.87%

74.10%

+15.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

89.87%

91.30%

-1.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

89.87%

73.16%

+16.71%