OPY vs. MSTY
OPY (Oppenheimer Holdings Inc.) is a stock, while MSTY (YieldMax™ MSTR Option Income Strategy ETF) is Derivative Income fund actively managed by YieldMax. Over the past year, OPY returned 48.85% vs -68.40% for MSTY. Their 0.25 correlation means their historical movements had little consistent relationship.
Performance
OPY vs. MSTY - Performance Comparison
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Returns By Period
In the year-to-date period, OPY achieves a 48.13% return, which is significantly higher than MSTY's -33.29% return.
OPY
- 1D
- -3.67%
- 1M
- -2.58%
- 6M
- 27.44%
- YTD
- 48.13%
- 1Y
- 48.85%
- 3Y*
- 43.06%
- 5Y*
- 21.32%
- 10Y*
- 23.93%
- ALL TIME*
- 10.61%
MSTY
- 1D
- -2.60%
- 1M
- -2.63%
- 6M
- -31.98%
- YTD
- -33.29%
- 1Y
- -68.40%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 7.52%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $12.71M | $13.42M | $28.94M | |
| $14.60M | $14.37M | $11.42M |
OPY vs. MSTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
OPY Oppenheimer Holdings Inc. | 48.13% | 15.55% | 64.91% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | -33.29% | -42.71% | 212.16% |
Correlation
The correlation between OPY and MSTY is 0.28, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.28 |
Correlation (All Time) Calculated using the full available price history since Feb 22, 2024 | 0.25 |
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Return for Risk
OPY vs. MSTY — Risk / Return Rank
OPY
MSTY
OPY vs. MSTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oppenheimer Holdings Inc. (OPY) and YieldMax™ MSTR Option Income Strategy ETF (MSTY). 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.
| OPY | MSTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.25 | ||
| Sortino ratioReturn per unit of downside risk | +3.90 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 0.77 | +0.45 |
| Calmar ratioReturn relative to maximum drawdown | 2.08 | -0.95 | +3.03 |
| Martin ratioReturn relative to average drawdown | 4.48 | -1.40 | +5.88 |
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Drawdowns
OPY vs. MSTY - Drawdown Comparison
The maximum OPY drawdown since its inception was -87.51%, which is greater than MSTY's maximum drawdown of -77.40%. Use the drawdown chart below to compare losses from any high point for OPY and MSTY.
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Drawdown Indicators
| OPY | MSTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.51% | -77.40% | -10.11% |
Max Drawdown (1Y)Largest decline over 1 year | -21.22% | -74.91% | +53.69% |
Max Drawdown (3Y)Largest decline over 3 years | -29.42% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -44.98% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -54.94% | — | — |
Current DrawdownCurrent decline from peak | -10.41% | -73.77% | +63.36% |
Average DrawdownAverage peak-to-trough decline | -31.39% | -29.05% | -2.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.89% | 50.99% | -41.10% |
Volatility
OPY vs. MSTY - Volatility Comparison
The current volatility for Oppenheimer Holdings Inc. (OPY) is 11.16%, while YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a volatility of 14.46%. This indicates that OPY experiences smaller price fluctuations and is considered to be less risky than MSTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OPY | MSTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.16% | 14.46% | -3.30% |
Volatility (6M)Calculated over the trailing 6-month period | 31.78% | 52.28% | -20.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.16% | 65.31% | -27.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.79% | 71.91% | -39.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.40% | 71.91% | -36.51% |
Dividends
OPY vs. MSTY - Dividend Comparison
OPY's dividend yield for the trailing twelve months is around 1.63%, less than MSTY's 251.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSTY YieldMax™ MSTR Option Income Strategy ETF | 251.54% | 294.61% | 104.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
OPY Oppenheimer Holdings Inc. | 1.63% | 2.38% | 1.03% | 1.45% | 1.42% | 3.32% | 4.71% | 1.67% | 1.72% | 1.64% | 2.37% | 2.53% |
Frequently Asked Questions
OPY and MSTY have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTY has higher volatility (14.46%) compared to OPY (11.16%). In terms of maximum drawdown, OPY dropped -87.51% vs MSTY's -77.40%.
OPY currently has the higher Sharpe Ratio (1.16 vs -1.09), 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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