STRC vs. WNTR
STRC (Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock) is a stock, while WNTR (YieldMax MSTR Short Option Income Strategy ETF) is Derivative Income fund actively managed by YieldMax. Over the past year, STRC returned 10.88% vs 100.15% for WNTR. Their -0.54 correlation means they have often moved in opposite directions in the past.
Performance
STRC vs. WNTR - Performance Comparison
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Returns By Period
In the year-to-date period, STRC achieves a 3.69% return, which is significantly lower than WNTR's 6.73% return.
STRC
- 1D
- 1.70%
- 1M
- 7.44%
- 6M
- 3.59%
- YTD
- 3.69%
- 1Y
- 10.88%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 13.91%
WNTR
- 1D
- -1.10%
- 1M
- 5.18%
- 6M
- -1.23%
- YTD
- 6.73%
- 1Y
- 100.15%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 43.34%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $129.11M | $109.45M | $292.15M | |
| $4.24M | $3.75M | $3.99M |
STRC vs. WNTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
STRC Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock | 3.69% | 10.08% |
WNTR YieldMax MSTR Short Option Income Strategy ETF | 6.73% | 92.58% |
Correlation
The correlation between STRC and WNTR is -0.54, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.54 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025 | -0.54 |
The correlation between STRC and WNTR has been stable across timeframes, ranging from -0.54 to -0.54 - a consistent structural relationship.
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Return for Risk
STRC vs. WNTR — Risk / Return Rank
STRC
WNTR
STRC vs. WNTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) and YieldMax MSTR Short Option Income Strategy ETF (WNTR). 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.
| STRC | WNTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.36 | ||
| Sortino ratioReturn per unit of downside risk | -1.31 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.29 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.47 | 2.36 | -1.90 |
| Martin ratioReturn relative to average drawdown | 2.56 | 5.96 | -3.40 |
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Drawdowns
STRC vs. WNTR - Drawdown Comparison
The maximum STRC drawdown since its inception was -23.49%, smaller than the maximum WNTR drawdown of -42.65%. Use the drawdown chart below to compare losses from any high point for STRC and WNTR.
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Drawdown Indicators
| STRC | WNTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.49% | -42.65% | +19.16% |
Max Drawdown (1Y)Largest decline over 1 year | -23.49% | -42.65% | +19.16% |
Current DrawdownCurrent decline from peak | -1.79% | -12.93% | +11.14% |
Average DrawdownAverage peak-to-trough decline | -1.93% | -20.10% | +18.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.26% | 16.86% | -12.60% |
Volatility
STRC vs. WNTR - Volatility Comparison
The current volatility for Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) is 7.36%, while YieldMax MSTR Short Option Income Strategy ETF (WNTR) has a volatility of 12.79%. This indicates that STRC experiences smaller price fluctuations and is considered to be less risky than WNTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STRC | WNTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.36% | 12.79% | -5.43% |
Volatility (6M)Calculated over the trailing 6-month period | 20.75% | 46.85% | -26.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.41% | 54.57% | -32.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.37% | 53.24% | -30.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.37% | 53.24% | -30.87% |
Dividends
STRC vs. WNTR - Dividend Comparison
STRC's dividend yield for the trailing twelve months is around 13.16%, less than WNTR's 111.06% yield.
| Position | TTM | 2025 |
|---|---|---|
STRC Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock | 13.16% | 4.31% |
WNTR YieldMax MSTR Short Option Income Strategy ETF | 111.06% | 58.56% |
Frequently Asked Questions
STRC and WNTR have a correlation of -0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WNTR has higher volatility (12.79%) compared to STRC (7.36%). In terms of maximum drawdown, STRC dropped -23.49% vs WNTR's -42.65%.
WNTR currently has the higher Sharpe Ratio (1.85 vs 0.49), 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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