MSTY vs. STRK
MSTY (YieldMax™ MSTR Option Income Strategy ETF) is Derivative Income fund actively managed by YieldMax, while STRK (Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock) is a stock. Over the past year, MSTY returned -66.58% vs -33.35% for STRK. A 0.64 correlation means they provide meaningful diversification when combined.
Performance
MSTY vs. STRK - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, MSTY achieves a -27.80% return, which is significantly lower than STRK's -16.60% return.
MSTY
- 1D
- -4.55%
- 1M
- -31.74%
- YTD
- -27.80%
- 6M
- -29.80%
- 1Y
- -66.58%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
STRK
- 1D
- 0.25%
- 1M
- -13.21%
- YTD
- -16.60%
- 6M
- -20.81%
- 1Y
- -33.35%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSTY vs. STRK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MSTY YieldMax™ MSTR Option Income Strategy ETF | -27.80% | -48.64% |
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | -16.60% | -0.74% |
Correlation
The correlation between MSTY and STRK is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Feb 6, 2025 | 0.64 |
The correlation between MSTY and STRK has been stable across timeframes, ranging from 0.62 to 0.64 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
MSTY vs. STRK — Risk / Return Rank
MSTY
STRK
MSTY vs. STRK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax™ MSTR Option Income Strategy ETF (MSTY) and Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK). 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 | STRK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.16 | ||
| Sortino ratioReturn per unit of downside risk | -0.62 | ||
| Omega ratioGain probability vs. loss probability | 0.79 | 0.85 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.93 | -0.73 | -0.19 |
| Martin ratioReturn relative to average drawdown | -1.35 | -1.11 | -0.24 |
Loading charts...
Drawdowns
MSTY vs. STRK - Drawdown Comparison
The maximum MSTY drawdown since its inception was -71.79%, which is greater than STRK's maximum drawdown of -45.54%. Use the drawdown chart below to compare losses from any high point for MSTY and STRK.
Loading charts...
Drawdown Indicators
| MSTY | STRK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.79% | -45.54% | -26.25% |
Max Drawdown (1Y)Largest decline over 1 year | -71.79% | -45.54% | -26.25% |
Current DrawdownCurrent decline from peak | -71.62% | -45.41% | -26.21% |
Average DrawdownAverage peak-to-trough decline | -26.97% | -22.46% | -4.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 49.36% | 30.19% | +19.17% |
Volatility
MSTY vs. STRK - Volatility Comparison
YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a higher volatility of 19.32% compared to Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK) at 12.22%. This indicates that MSTY's price experiences larger fluctuations and is considered to be riskier than STRK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| MSTY | STRK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.32% | 12.22% | +7.10% |
Volatility (6M)Calculated over the trailing 6-month period | 49.66% | 23.94% | +25.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 62.02% | 36.44% | +25.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 71.82% | 35.63% | +36.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 71.82% | 35.63% | +36.19% |
Dividends
MSTY vs. STRK - Dividend Comparison
MSTY's dividend yield for the trailing twelve months is around 286.06%, more than STRK's 16.57% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
MSTY YieldMax™ MSTR Option Income Strategy ETF | 286.06% | 294.61% | 104.56% |
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | 16.57% | 9.19% | 0.00% |
Frequently Asked Questions
MSTY and STRK have a correlation of 0.62, 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 STRK (12.22%). In terms of maximum drawdown, MSTY dropped -71.79% vs STRK's -45.54%.
STRK currently has the higher Sharpe Ratio (-0.92 vs -1.08), 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.
Find the right allocation for MSTY and STRK
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer