STRF vs. MSTY
STRF (Strategy 10.00% Series A Perpetual Strife Preferred Stock) is a stock, while MSTY (YieldMax™ MSTR Option Income Strategy ETF) is Derivative Income fund actively managed by YieldMax. Over the past year, STRF returned -0.04% vs -66.58% for MSTY. A 0.51 correlation means they provide meaningful diversification when combined.
Performance
STRF vs. MSTY - Performance Comparison
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Returns By Period
In the year-to-date period, STRF achieves a -1.89% return, which is significantly higher than MSTY's -27.80% return.
STRF
- 1D
- 0.31%
- 1M
- -4.71%
- YTD
- -1.89%
- 6M
- -6.03%
- 1Y
- -0.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSTY
- 1D
- -4.55%
- 1M
- -31.74%
- YTD
- -27.80%
- 6M
- -29.80%
- 1Y
- -66.58%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
STRF vs. MSTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
STRF Strategy 10.00% Series A Perpetual Strife Preferred Stock | -1.89% | 14.48% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | -27.80% | -48.50% |
Correlation
The correlation between STRF and MSTY is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 2025 | 0.51 |
The correlation between STRF and MSTY has been stable across timeframes, ranging from 0.51 to 0.51 - a consistent structural relationship.
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Return for Risk
STRF vs. MSTY — Risk / Return Rank
STRF
MSTY
STRF vs. MSTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy 10.00% Series A Perpetual Strife Preferred Stock (STRF) 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.
| STRF | MSTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.07 | ||
| Sortino ratioReturn per unit of downside risk | +2.14 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 0.79 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | -0.00 | -0.93 | +0.93 |
| Martin ratioReturn relative to average drawdown | -0.00 | -1.35 | +1.35 |
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Drawdowns
STRF vs. MSTY - Drawdown Comparison
The maximum STRF drawdown since its inception was -24.01%, smaller than the maximum MSTY drawdown of -71.79%. Use the drawdown chart below to compare losses from any high point for STRF and MSTY.
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Drawdown Indicators
| STRF | MSTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.01% | -71.79% | +47.78% |
Max Drawdown (1Y)Largest decline over 1 year | -24.01% | -71.79% | +47.78% |
Current DrawdownCurrent decline from peak | -17.98% | -71.62% | +53.64% |
Average DrawdownAverage peak-to-trough decline | -10.93% | -26.97% | +16.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.82% | 49.36% | -35.54% |
Volatility
STRF vs. MSTY - Volatility Comparison
The current volatility for Strategy 10.00% Series A Perpetual Strife Preferred Stock (STRF) is 7.63%, while YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a volatility of 19.32%. This indicates that STRF 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
| STRF | MSTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.63% | 19.32% | -11.69% |
Volatility (6M)Calculated over the trailing 6-month period | 15.25% | 49.66% | -34.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.01% | 62.02% | -37.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.74% | 71.82% | -47.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.74% | 71.82% | -47.08% |
Dividends
STRF vs. MSTY - Dividend Comparison
STRF's dividend yield for the trailing twelve months is around 13.64%, less than MSTY's 286.06% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
MSTY YieldMax™ MSTR Option Income Strategy ETF | 286.06% | 294.61% | 104.56% |
STRF Strategy 10.00% Series A Perpetual Strife Preferred Stock | 13.64% | 7.56% | 0.00% |
Frequently Asked Questions
STRF and MSTY have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTY has higher volatility (19.32%) compared to STRF (7.63%). In terms of maximum drawdown, STRF dropped -24.01% vs MSTY's -71.79%.
STRF currently has the higher Sharpe Ratio (-0.00 vs -1.08), 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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