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 -73.76% vs -43.95% for STRK. A 0.64 correlation means they provide meaningful diversification when combined.
Performance
MSTY vs. STRK - Performance Comparison
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Returns By Period
In the year-to-date period, MSTY achieves a -35.55% return, which is significantly lower than STRK's -16.59% return.
MSTY
- 1D
- -2.03%
- 1M
- -23.27%
- 6M
- -39.01%
- YTD
- -35.55%
- 1Y
- -73.76%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
STRK
- 1D
- -0.97%
- 1M
- -7.95%
- 6M
- -23.32%
- YTD
- -16.59%
- 1Y
- -43.95%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSTY vs. STRK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MSTY YieldMax™ MSTR Option Income Strategy ETF | -35.55% | -48.64% |
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | -16.59% | -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.
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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 | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.48 | ||
| Omega ratioGain probability vs. loss probability | 0.75 | 0.78 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.95 | -0.86 | -0.10 |
| Martin ratioReturn relative to average drawdown | -1.41 | -1.48 | +0.07 |
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Drawdowns
MSTY vs. STRK - Drawdown Comparison
The maximum MSTY drawdown since its inception was -77.40%, which is greater than STRK's maximum drawdown of -53.21%. Use the drawdown chart below to compare losses from any high point for MSTY and STRK.
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Drawdown Indicators
| MSTY | STRK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.40% | -53.21% | -24.19% |
Max Drawdown (1Y)Largest decline over 1 year | -77.40% | -51.53% | -25.87% |
Current DrawdownCurrent decline from peak | -74.66% | -45.40% | -29.26% |
Average DrawdownAverage peak-to-trough decline | -28.01% | -23.33% | -4.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 52.19% | 30.30% | +21.89% |
Volatility
MSTY vs. STRK - Volatility Comparison
YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a higher volatility of 23.76% compared to Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK) at 19.21%. 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.
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Volatility by Period
| MSTY | STRK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 23.76% | 19.21% | +4.55% |
Volatility (6M)Calculated over the trailing 6-month period | 53.06% | 27.68% | +25.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 64.61% | 36.76% | +27.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 72.32% | 37.59% | +34.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 72.32% | 37.59% | +34.73% |
Dividends
MSTY vs. STRK - Dividend Comparison
MSTY's dividend yield for the trailing twelve months is around 289.43%, more than STRK's 16.57% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
MSTY YieldMax™ MSTR Option Income Strategy ETF | 289.43% | 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 (23.76%) compared to STRK (19.21%). In terms of maximum drawdown, MSTY dropped -77.40% vs STRK's -53.21%.
MSTY currently has the higher Sharpe Ratio (-1.15 vs -1.20), 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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