MSTZ vs. PLTZ
MSTZ (T-REX 2X Inverse MSTR Daily Target ETF) and PLTZ (Defiance Daily Target 2X Short PLTR ETF) are both Inverse Equities funds. Both are actively managed. Over the past year, MSTZ returned 138.79% vs -35.88% for PLTZ. At a 0.42 correlation, their price movements are largely independent. MSTZ charges 1.05%/yr vs 1.29%/yr for PLTZ.
Performance
MSTZ vs. PLTZ - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, MSTZ achieves a -28.57% return, which is significantly lower than PLTZ's 48.68% return.
MSTZ
- 1D
- 10.06%
- 1M
- 102.15%
- YTD
- -28.57%
- 6M
- -23.10%
- 1Y
- 138.79%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PLTZ
- 1D
- 4.41%
- 1M
- 22.41%
- YTD
- 48.68%
- 6M
- 76.10%
- 1Y
- -35.88%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSTZ vs. PLTZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MSTZ T-REX 2X Inverse MSTR Daily Target ETF | -28.57% | 233.01% |
PLTZ Defiance Daily Target 2X Short PLTR ETF | 48.68% | -67.07% |
Correlation
The correlation between MSTZ and PLTZ is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Jun 6, 2025 | 0.42 |
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
MSTZ vs. PLTZ — Risk / Return Rank
MSTZ
PLTZ
MSTZ vs. PLTZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T-REX 2X Inverse MSTR Daily Target ETF (MSTZ) and Defiance Daily Target 2X Short PLTR ETF (PLTZ). 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.
| MSTZ | PLTZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.32 | ||
| Sortino ratioReturn per unit of downside risk | +1.86 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.01 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.64 | -0.53 | +2.18 |
| Martin ratioReturn relative to average drawdown | 3.27 | -0.70 | +3.98 |
Loading charts...
Drawdowns
MSTZ vs. PLTZ - Drawdown Comparison
The maximum MSTZ drawdown since its inception was -99.38%, which is greater than PLTZ's maximum drawdown of -72.51%. Use the drawdown chart below to compare losses from any high point for MSTZ and PLTZ.
Loading charts...
Drawdown Indicators
| MSTZ | PLTZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.38% | -72.51% | -26.87% |
Max Drawdown (1Y)Largest decline over 1 year | -84.89% | -67.51% | -17.38% |
Current DrawdownCurrent decline from peak | -97.57% | -51.04% | -46.53% |
Average DrawdownAverage peak-to-trough decline | -94.45% | -55.64% | -38.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 42.87% | 51.01% | -8.14% |
Volatility
MSTZ vs. PLTZ - Volatility Comparison
T-REX 2X Inverse MSTR Daily Target ETF (MSTZ) has a higher volatility of 42.31% compared to Defiance Daily Target 2X Short PLTR ETF (PLTZ) at 39.87%. This indicates that MSTZ's price experiences larger fluctuations and is considered to be riskier than PLTZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| MSTZ | PLTZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 42.31% | 39.87% | +2.44% |
Volatility (6M)Calculated over the trailing 6-month period | 127.64% | 76.47% | +51.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 143.71% | 102.92% | +40.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 169.81% | 101.96% | +67.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 169.81% | 101.96% | +67.85% |
MSTZ vs. PLTZ - Expense Ratio Comparison
MSTZ has a 1.05% expense ratio, which is lower than PLTZ's 1.29% expense ratio.
Dividends
MSTZ vs. PLTZ - Dividend Comparison
Neither MSTZ nor PLTZ has paid dividends to shareholders.
Frequently Asked Questions
MSTZ and PLTZ have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTZ has higher volatility (42.31%) compared to PLTZ (39.87%). In terms of maximum drawdown, MSTZ dropped -99.38% vs PLTZ's -72.51%.
On 1-year performance, MSTZ leads with 138.79% vs -35.88% for PLTZ. On fees, MSTZ is cheaper at 1.05% per year. On volatility, PLTZ has been the lower-risk option at 39.87%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, MSTZ has performed better with a 138.79% return vs -35.88%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
MSTZ is cheaper with a 1.05% expense ratio, compared with 1.29% for PLTZ.
MSTZ and PLTZ have nearly identical dividend yields, around 0.00%.
They also come from different issuers: REX and Defiance. Their fees differ too: 1.05% for MSTZ and 1.29% for PLTZ.
MSTZ currently has the higher Sharpe Ratio (0.97 vs -0.35), 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 MSTZ and PLTZ
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