MSTX vs. VOO
Compare and contrast key facts about Defiance Daily Target 2X Long MSTR ETF (MSTX) and Vanguard S&P 500 ETF (VOO).
MSTX and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MSTX is an actively managed fund by Defiance. It was launched on Aug 14, 2024. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSTX or VOO.
Correlation
The correlation between MSTX and VOO is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MSTX vs. VOO - Performance Comparison
Key characteristics
MSTX:
192.47%
VOO:
12.79%
MSTX:
-73.04%
VOO:
-33.99%
MSTX:
-73.04%
VOO:
-2.11%
Returns By Period
In the year-to-date period, MSTX achieves a -4.18% return, which is significantly lower than VOO's 2.40% return.
MSTX
-4.18%
-39.63%
84.22%
N/A
N/A
N/A
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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MSTX vs. VOO - Expense Ratio Comparison
MSTX has a 1.29% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MSTX vs. VOO — Risk-Adjusted Performance Rank
MSTX
VOO
MSTX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Defiance Daily Target 2X Long MSTR ETF (MSTX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
MSTX's dividend yield for the trailing twelve months is around 42.80%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSTX Defiance Daily Target 2X Long MSTR ETF | 42.80% | 41.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MSTX vs. VOO - Drawdown Comparison
The maximum MSTX drawdown since its inception was -73.04%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MSTX and VOO. For additional features, visit the drawdowns tool.
Volatility
MSTX vs. VOO - Volatility Comparison
Defiance Daily Target 2X Long MSTR ETF (MSTX) has a higher volatility of 28.54% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. This indicates that MSTX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.