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MSTY vs. MSTW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MSTY vs. MSTW - Performance Comparison

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

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Returns By Period

In the year-to-date period, MSTY achieves a -35.55% return, which is significantly higher than MSTW's -49.77% return.


MSTY

1D
-2.03%
1M
-23.27%
6M
-39.01%
YTD
-35.55%
1Y
-73.76%
3Y*
5Y*
10Y*

MSTW

1D
-3.26%
1M
-32.02%
6M
-53.37%
YTD
-49.77%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MSTY vs. MSTW - Yearly Performance Comparison


2026 (YTD)2025
MSTY
YieldMax™ MSTR Option Income Strategy ETF
-35.55%-57.51%
MSTW
Roundhill MSTR WeeklyPay ETF
-49.77%-71.40%

Correlation

The correlation between MSTY and MSTW is 0.99 - 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 24, 2025

0.99

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Return for Risk

MSTY vs. MSTW — Risk / Return Rank

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

MSTY
MSTY Risk / Return Rank: 11
Overall Rank
MSTY Sharpe Ratio Rank: 11
Sharpe Ratio Rank
MSTY Sortino Ratio Rank: 00
Sortino Ratio Rank
MSTY Omega Ratio Rank: 00
Omega Ratio Rank
MSTY Calmar Ratio Rank: 11
Calmar Ratio Rank
MSTY Martin Ratio Rank: 11
Martin Ratio Rank

MSTW

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

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.

MSTY vs. MSTW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax™ MSTR Option Income Strategy ETF (MSTY) and Roundhill MSTR WeeklyPay ETF (MSTW). 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.


MSTYMSTWDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

0.75

Calmar ratioReturn relative to maximum drawdown

-0.95

Martin ratioReturn relative to average drawdown

-1.41

MSTY vs. MSTW - Sharpe Ratio Comparison


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Drawdowns

MSTY vs. MSTW - Drawdown Comparison

The maximum MSTY drawdown since its inception was -77.40%, smaller than the maximum MSTW drawdown of -87.29%. Use the drawdown chart below to compare losses from any high point for MSTY and MSTW.


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Drawdown Indicators


MSTYMSTWDifference

Max Drawdown

Largest peak-to-trough decline

-77.40%

-87.29%

+9.89%

Max Drawdown (1Y)

Largest decline over 1 year

-77.40%

Current Drawdown

Current decline from peak

-74.66%

-85.64%

+10.98%

Average Drawdown

Average peak-to-trough decline

-28.01%

-57.27%

+29.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

52.19%

Volatility

MSTY vs. MSTW - Volatility Comparison


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Volatility by Period


MSTYMSTWDifference

Volatility (1M)

Calculated over the trailing 1-month period

23.76%

Volatility (6M)

Calculated over the trailing 6-month period

53.06%

Volatility (1Y)

Calculated over the trailing 1-year period

64.61%

91.07%

-26.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

72.32%

91.07%

-18.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

72.32%

91.07%

-18.75%

MSTY vs. MSTW - Expense Ratio Comparison

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


Dividends

MSTY vs. MSTW - Dividend Comparison

MSTY's dividend yield for the trailing twelve months is around 289.43%, less than MSTW's 411.61% yield.


PositionTTM20252024
MSTW
Roundhill MSTR WeeklyPay ETF
411.61%106.94%0.00%
MSTY
YieldMax™ MSTR Option Income Strategy ETF
289.43%294.61%104.56%

Frequently Asked Questions


With a correlation of 0.99, MSTY and MSTW 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.

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

MSTW has the higher dividend yield at 411.61%, compared with 289.43% for MSTY.

They also come from different issuers: YieldMax and Roundhill.

Portfolio Optimizer

Find the right allocation for MSTY and MSTW

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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