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 -12.05% vs -73.76% for MSTY. A 0.52 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 1.79% return, which is significantly higher than MSTY's -35.55% return.
STRF
- 1D
- -1.06%
- 1M
- 5.32%
- 6M
- -1.37%
- YTD
- 1.79%
- 1Y
- -12.05%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSTY
- 1D
- -2.03%
- 1M
- -23.27%
- 6M
- -39.01%
- YTD
- -35.55%
- 1Y
- -73.76%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
STRF vs. MSTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
STRF Strategy 10.00% Series A Perpetual Strife Preferred Stock | 1.79% | 14.48% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | -35.55% | -48.50% |
Correlation
The correlation between STRF and MSTY is 0.53, 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 | 0.53 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 2025 | 0.52 |
The correlation between STRF and MSTY has been stable across timeframes, ranging from 0.52 to 0.53 - 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 | +0.67 | ||
| Sortino ratioReturn per unit of downside risk | +1.80 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 0.75 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.57 | -0.95 | +0.38 |
| Martin ratioReturn relative to average drawdown | -1.11 | -1.41 | +0.30 |
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Drawdowns
STRF vs. MSTY - Drawdown Comparison
The maximum STRF drawdown since its inception was -24.48%, smaller than the maximum MSTY drawdown of -77.40%. 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 | -24.48% | -77.40% | +52.92% |
Max Drawdown (1Y)Largest decline over 1 year | -21.19% | -77.40% | +56.21% |
Current DrawdownCurrent decline from peak | -14.90% | -74.66% | +59.76% |
Average DrawdownAverage peak-to-trough decline | -11.15% | -28.01% | +16.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.64% | 52.19% | -40.55% |
Volatility
STRF vs. MSTY - Volatility Comparison
The current volatility for Strategy 10.00% Series A Perpetual Strife Preferred Stock (STRF) is 12.52%, while YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a volatility of 23.76%. 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 | 12.52% | 23.76% | -11.24% |
Volatility (6M)Calculated over the trailing 6-month period | 18.18% | 53.06% | -34.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.55% | 64.61% | -39.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.16% | 72.32% | -46.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.16% | 72.32% | -46.16% |
Dividends
STRF vs. MSTY - Dividend Comparison
STRF's dividend yield for the trailing twelve months is around 13.15%, less than MSTY's 289.43% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
MSTY YieldMax™ MSTR Option Income Strategy ETF | 289.43% | 294.61% | 104.56% |
STRF Strategy 10.00% Series A Perpetual Strife Preferred Stock | 13.15% | 7.56% | 0.00% |
Frequently Asked Questions
STRF and MSTY have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTY has higher volatility (23.76%) compared to STRF (12.52%). In terms of maximum drawdown, STRF dropped -24.48% vs MSTY's -77.40%.
STRF currently has the higher Sharpe Ratio (-0.47 vs -1.15), 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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