MSTX vs. MSTR
Compare and contrast key facts about Defiance Daily Target 2X Long MSTR ETF (MSTX) and MicroStrategy Incorporated (MSTR).
MSTX is an actively managed fund by Defiance. It was launched on Aug 14, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSTX or MSTR.
Correlation
The correlation between MSTX 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.
Performance
MSTX vs. MSTR - Performance Comparison
Key characteristics
MSTX:
205.93%
MSTR:
110.74%
MSTX:
-71.87%
MSTR:
-99.86%
MSTX:
-50.49%
MSTR:
-16.32%
Returns By Period
In the year-to-date period, MSTX achieves a 75.98% return, which is significantly higher than MSTR's 36.90% return.
MSTX
75.98%
11.96%
N/A
N/A
N/A
N/A
MSTR
36.90%
13.40%
122.94%
714.84%
93.65%
37.94%
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Risk-Adjusted Performance
MSTX vs. MSTR — Risk-Adjusted Performance Rank
MSTX
MSTR
MSTX vs. MSTR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Defiance Daily Target 2X Long MSTR ETF (MSTX) 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.
Not enough dataDividends
MSTX vs. MSTR - Dividend Comparison
MSTX's dividend yield for the trailing twelve months is around 23.30%, while MSTR has not paid dividends to shareholders.
| TTM | 2024 | |
|---|---|---|
MSTX Defiance Daily Target 2X Long MSTR ETF | 23.30% | 41.01% |
MSTR MicroStrategy Incorporated | 0.00% | 0.00% |
Drawdowns
MSTX vs. MSTR - Drawdown Comparison
The maximum MSTX drawdown since its inception was -71.87%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for MSTX and MSTR. For additional features, visit the drawdowns tool.
Volatility
MSTX vs. MSTR - Volatility Comparison
Defiance Daily Target 2X Long MSTR ETF (MSTX) has a higher volatility of 66.87% compared to MicroStrategy Incorporated (MSTR) at 33.68%. This indicates that MSTX'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.