STRK vs. MSTY
STRK (Strategy Inc. 8.00% Series A Perpetual Strike 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, STRK returned -33.31% vs -65.11% for MSTY. A 0.64 correlation means they provide meaningful diversification when combined.
Performance
STRK vs. MSTY - Performance Comparison
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Returns By Period
In the year-to-date period, STRK achieves a -16.81% return, which is significantly higher than MSTY's -24.36% return.
STRK
- 1D
- -0.55%
- 1M
- -13.43%
- YTD
- -16.81%
- 6M
- -21.03%
- 1Y
- -33.31%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSTY
- 1D
- -1.97%
- 1M
- -28.49%
- YTD
- -24.36%
- 6M
- -28.98%
- 1Y
- -65.11%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
STRK vs. MSTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | -16.81% | -0.74% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | -24.36% | -48.64% |
Correlation
The correlation between STRK and MSTY is 0.62, 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 | 0.62 |
Correlation (All Time) Calculated using the full available price history since Feb 6, 2025 | 0.64 |
The correlation between STRK and MSTY has been stable across timeframes, ranging from 0.62 to 0.64 - a consistent structural relationship.
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Return for Risk
STRK vs. MSTY — Risk / Return Rank
STRK
MSTY
STRK vs. MSTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK) 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.
| STRK | MSTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.54 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 0.79 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | -0.73 | -0.91 | +0.18 |
| Martin ratioReturn relative to average drawdown | -1.11 | -1.33 | +0.22 |
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Drawdowns
STRK vs. MSTY - Drawdown Comparison
The maximum STRK drawdown since its inception was -45.54%, smaller than the maximum MSTY drawdown of -71.79%. Use the drawdown chart below to compare losses from any high point for STRK and MSTY.
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Drawdown Indicators
| STRK | MSTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.54% | -71.79% | +26.25% |
Max Drawdown (1Y)Largest decline over 1 year | -45.54% | -71.79% | +26.25% |
Current DrawdownCurrent decline from peak | -45.54% | -70.26% | +24.72% |
Average DrawdownAverage peak-to-trough decline | -22.39% | -26.90% | +4.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.06% | 49.15% | -19.09% |
Volatility
STRK vs. MSTY - Volatility Comparison
The current volatility for Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK) is 12.27%, while YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a volatility of 19.16%. This indicates that STRK 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
| STRK | MSTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.27% | 19.16% | -6.89% |
Volatility (6M)Calculated over the trailing 6-month period | 23.93% | 49.48% | -25.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.51% | 62.00% | -25.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.68% | 71.81% | -36.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.68% | 71.81% | -36.13% |
Dividends
STRK vs. MSTY - Dividend Comparison
STRK's dividend yield for the trailing twelve months is around 16.61%, less than MSTY's 273.05% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
MSTY YieldMax™ MSTR Option Income Strategy ETF | 273.05% | 294.61% | 104.56% |
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | 16.61% | 9.19% | 0.00% |
Frequently Asked Questions
STRK and MSTY have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTY has higher volatility (19.16%) compared to STRK (12.27%). In terms of maximum drawdown, STRK dropped -45.54% vs MSTY's -71.79%.
STRK currently has the higher Sharpe Ratio (-0.92 vs -1.05), 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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