SMCY vs. MSTY
Compare and contrast key facts about YieldMax SMCI Option Income Strategy ETF (SMCY) and YieldMax™ MSTR Option Income Strategy ETF (MSTY).
SMCY and MSTY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SMCY is an actively managed fund by YieldMax. It was launched on Sep 11, 2024. MSTY is an actively managed fund by YieldMax. It was launched on Feb 21, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMCY or MSTY.
Correlation
The correlation between SMCY and MSTY is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SMCY vs. MSTY - Performance Comparison
Key characteristics
SMCY:
96.88%
MSTY:
77.65%
SMCY:
-59.71%
MSTY:
-40.82%
SMCY:
-40.62%
MSTY:
-13.01%
Returns By Period
In the year-to-date period, SMCY achieves a 4.17% return, which is significantly lower than MSTY's 20.02% return.
SMCY
4.17%
1.86%
-38.79%
N/A
N/A
N/A
MSTY
20.02%
11.57%
39.83%
113.30%
N/A
N/A
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SMCY vs. MSTY - Expense Ratio Comparison
Both SMCY and MSTY have an expense ratio of 0.99%.
Risk-Adjusted Performance
SMCY vs. MSTY — Risk-Adjusted Performance Rank
SMCY
MSTY
SMCY vs. MSTY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax SMCI Option Income Strategy ETF (SMCY) 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.
Not enough dataDividends
SMCY vs. MSTY - Dividend Comparison
SMCY's dividend yield for the trailing twelve months is around 86.43%, less than MSTY's 128.85% yield.
| TTM | 2024 | |
|---|---|---|
SMCY YieldMax SMCI Option Income Strategy ETF | 86.43% | 38.43% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | 128.85% | 104.56% |
Drawdowns
SMCY vs. MSTY - Drawdown Comparison
The maximum SMCY drawdown since its inception was -59.71%, which is greater than MSTY's maximum drawdown of -40.82%. Use the drawdown chart below to compare losses from any high point for SMCY and MSTY. For additional features, visit the drawdowns tool.
Volatility
SMCY vs. MSTY - Volatility Comparison
The current volatility for YieldMax SMCI Option Income Strategy ETF (SMCY) is 24.19%, while YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a volatility of 32.05%. This indicates that SMCY 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.