MSTY vs. LSYIX
MSTY (YieldMax™ MSTR Option Income Strategy ETF) and LSYIX (Lord Abbett Short Duration High Yield Fund) are both funds - MSTY is a Derivative Income fund actively managed by YieldMax, while LSYIX is a High Yield Bonds fund managed by Lord Abbett. Over the past year, MSTY returned -64.25% vs 8.26% for LSYIX. At a 0.32 correlation, their price movements are largely independent. MSTY charges 0.99%/yr vs 0.45%/yr for LSYIX.
Performance
MSTY vs. LSYIX - Performance Comparison
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Returns By Period
In the year-to-date period, MSTY achieves a -22.84% return, which is significantly lower than LSYIX's 2.45% return.
MSTY
- 1D
- -3.45%
- 1M
- -29.31%
- YTD
- -22.84%
- 6M
- -27.46%
- 1Y
- -64.25%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LSYIX
- 1D
- 0.10%
- 1M
- 1.08%
- YTD
- 2.45%
- 6M
- 3.31%
- 1Y
- 8.26%
- 3Y*
- 8.65%
- 5Y*
- 4.68%
- 10Y*
- —
MSTY vs. LSYIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
MSTY YieldMax™ MSTR Option Income Strategy ETF | -22.84% | -42.71% | 212.16% |
LSYIX Lord Abbett Short Duration High Yield Fund | 2.45% | 7.71% | 8.43% |
Correlation
The correlation between MSTY and LSYIX is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Feb 22, 2024 | 0.32 |
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Return for Risk
MSTY vs. LSYIX — Risk / Return Rank
MSTY
LSYIX
MSTY vs. LSYIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax™ MSTR Option Income Strategy ETF (MSTY) and Lord Abbett Short Duration High Yield Fund (LSYIX). 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.
| MSTY | LSYIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.37 | ||
| Sortino ratioReturn per unit of downside risk | -6.15 | ||
| Omega ratioGain probability vs. loss probability | 0.80 | 1.56 | -0.77 |
| Calmar ratioReturn relative to maximum drawdown | -0.90 | 2.93 | -3.83 |
| Martin ratioReturn relative to average drawdown | -1.31 | 14.28 | -15.59 |
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Drawdowns
MSTY vs. LSYIX - Drawdown Comparison
The maximum MSTY drawdown since its inception was -71.79%, which is greater than LSYIX's maximum drawdown of -10.79%. Use the drawdown chart below to compare losses from any high point for MSTY and LSYIX.
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Drawdown Indicators
| MSTY | LSYIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.79% | -10.79% | -61.00% |
Max Drawdown (1Y)Largest decline over 1 year | -71.79% | -2.83% | -68.96% |
Max Drawdown (3Y)Largest decline over 3 years | — | -5.29% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -10.79% | — |
Current DrawdownCurrent decline from peak | -69.67% | -0.10% | -69.57% |
Average DrawdownAverage peak-to-trough decline | -26.82% | -1.84% | -24.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 48.95% | 0.58% | +48.37% |
Volatility
MSTY vs. LSYIX - Volatility Comparison
YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a higher volatility of 19.32% compared to Lord Abbett Short Duration High Yield Fund (LSYIX) at 1.00%. This indicates that MSTY's price experiences larger fluctuations and is considered to be riskier than LSYIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSTY | LSYIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.32% | 1.00% | +18.32% |
Volatility (6M)Calculated over the trailing 6-month period | 49.58% | 2.81% | +46.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 61.87% | 3.56% | +58.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 71.86% | 4.33% | +67.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 71.86% | 4.22% | +67.64% |
MSTY vs. LSYIX - Expense Ratio Comparison
MSTY has a 0.99% expense ratio, which is higher than LSYIX's 0.45% expense ratio.
Dividends
MSTY vs. LSYIX - Dividend Comparison
MSTY's dividend yield for the trailing twelve months is around 267.66%, more than LSYIX's 8.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
LSYIX Lord Abbett Short Duration High Yield Fund | 8.06% | 8.11% | 8.18% | 6.51% | 5.01% | 5.96% | 4.75% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | 267.66% | 294.61% | 104.56% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MSTY and LSYIX have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTY has higher volatility (19.32%) compared to LSYIX (1.00%). In terms of maximum drawdown, MSTY dropped -71.79% vs LSYIX's -10.79%.
LSYIX currently has the higher Sharpe Ratio (2.33 vs -1.04), 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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