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 -43.95% vs -73.76% 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 -16.59% return, which is significantly higher than MSTY's -35.55% return.
STRK
- 1D
- -0.97%
- 1M
- -7.95%
- 6M
- -23.32%
- YTD
- -16.59%
- 1Y
- -43.95%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSTY
- 1D
- -2.03%
- 1M
- -23.27%
- 6M
- -39.01%
- YTD
- -35.55%
- 1Y
- -73.76%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
STRK vs. MSTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | -16.59% | -0.74% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | -35.55% | -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 | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.48 | ||
| Omega ratioGain probability vs. loss probability | 0.78 | 0.75 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.86 | -0.95 | +0.10 |
| Martin ratioReturn relative to average drawdown | -1.48 | -1.41 | -0.07 |
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Drawdowns
STRK vs. MSTY - Drawdown Comparison
The maximum STRK drawdown since its inception was -53.21%, smaller than the maximum MSTY drawdown of -77.40%. 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 | -53.21% | -77.40% | +24.19% |
Max Drawdown (1Y)Largest decline over 1 year | -51.53% | -77.40% | +25.87% |
Current DrawdownCurrent decline from peak | -45.40% | -74.66% | +29.26% |
Average DrawdownAverage peak-to-trough decline | -23.33% | -28.01% | +4.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.30% | 52.19% | -21.89% |
Volatility
STRK vs. MSTY - Volatility Comparison
The current volatility for Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK) is 19.21%, while YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a volatility of 23.76%. 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 | 19.21% | 23.76% | -4.55% |
Volatility (6M)Calculated over the trailing 6-month period | 27.68% | 53.06% | -25.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.76% | 64.61% | -27.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.59% | 72.32% | -34.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.59% | 72.32% | -34.73% |
Dividends
STRK vs. MSTY - Dividend Comparison
STRK's dividend yield for the trailing twelve months is around 16.57%, less than MSTY's 289.43% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
MSTY YieldMax™ MSTR Option Income Strategy ETF | 289.43% | 294.61% | 104.56% |
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | 16.57% | 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 (23.76%) compared to STRK (19.21%). In terms of maximum drawdown, STRK dropped -53.21% vs MSTY's -77.40%.
MSTY currently has the higher Sharpe Ratio (-1.15 vs -1.20), 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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