STRD vs. MSTY

Last updated Jun 3, 2026

STRD (MicroStrategy Incorporated) is a stock, while MSTY (YieldMax™ MSTR Option Income Strategy ETF) is Derivative Income fund actively managed by YieldMax. At a correlation of -0.50, they often move in opposite directions.

Performance

STRD vs. MSTY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MicroStrategy Incorporated (STRD) and YieldMax™ MSTR Option Income Strategy ETF (MSTY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

STRD

• 1D: -1.32%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

MSTY

• 1D: -8.50%
• 1M: -20.82%
• YTD: -8.55%
• 6M: -19.25%
• 1Y: -57.30%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

STRD vs. MSTY - Yearly Performance Comparison

	2026 (YTD)
STRD MicroStrategy Incorporated	-3.67%
MSTY YieldMax™ MSTR Option Income Strategy ETF	-9.18%

Correlation

The correlation between STRD and MSTY is -0.50, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	-0.50

Return for Risk

STRD vs. MSTY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MSTY

MSTY Risk / Return Rank: 2
MSTY Sharpe Ratio Rank: 1
MSTY Sortino Ratio Rank: 1
MSTY Omega Ratio Rank: 1
MSTY Calmar Ratio Rank: 2
MSTY Martin Ratio Rank: 2

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

STRD vs. MSTY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MicroStrategy Incorporated (STRD) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	STRD	MSTY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	-0.96	—
Sharpe Ratio (All Time) Calculated using the full available price history	-3.27	0.31	-3.58

Drawdowns

STRD vs. MSTY - Drawdown Comparison

The maximum STRD drawdown since its inception was -3.67%, smaller than the maximum MSTY drawdown of -71.79%. Use the drawdown chart below to compare losses from any high point for STRD and MSTY.

Drawdown Indicators

	STRD	MSTY	Difference
Max Drawdown Largest peak-to-trough decline	-3.67%	-71.79%	+68.12%
Max Drawdown (1Y) Largest decline over 1 year	—	-71.79%	—
Current Drawdown Current decline from peak	-3.67%	-64.04%	+60.37%
Average Drawdown Average peak-to-trough decline	-3.16%	-26.01%	+22.85%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	46.68%	—

Volatility

Volatility by Period

	STRD	MSTY	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	16.65%	—
Volatility (6M) Calculated over the trailing 6-month period	—	48.38%	—
Volatility (1Y) Calculated over the trailing 1-year period	35.85%	60.11%	-24.26%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	35.85%	71.83%	-35.98%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.85%	71.83%	-35.98%

Dividends

STRD vs. MSTY - Dividend Comparison

STRD has not paid dividends to shareholders, while MSTY's dividend yield for the trailing twelve months is around 251.24%.

Position	TTM	2025	2024
MSTY YieldMax™ MSTR Option Income Strategy ETF	251.24%	294.61%	104.56%
STRD MicroStrategy Incorporated	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both STRD and MSTY in my portfolio?

STRD and MSTY have a correlation of -0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.