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 -36.08% vs -68.40% for MSTY. Their 0.64 correlation means they have sometimes moved together and sometimes differently.
Performance
STRK vs. MSTY - Performance Comparison
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Returns By Period
In the year-to-date period, STRK achieves a -17.69% return, which is significantly higher than MSTY's -33.29% return.
STRK
- 1D
- -5.49%
- 1M
- -3.09%
- 6M
- -23.73%
- YTD
- -17.69%
- 1Y
- -36.08%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -12.78%
MSTY
- 1D
- -2.60%
- 1M
- -2.63%
- 6M
- -31.98%
- YTD
- -33.29%
- 1Y
- -68.40%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 7.52%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $12.71M | $13.42M | $28.94M | |
| $4.70M | $4.68M | $9.85M |
STRK vs. MSTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | -17.69% | -0.74% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | -33.29% | -48.64% |
Correlation
The correlation between STRK and MSTY is 0.65, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.65 |
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 0.64 to 0.65 - 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 | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | +0.53 | ||
| Omega ratioGain probability vs. loss probability | 0.81 | 0.77 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.85 | -0.95 | +0.10 |
| Martin ratioReturn relative to average drawdown | -1.61 | -1.40 | -0.21 |
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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 | -46.22% | -74.91% | +28.69% |
Current DrawdownCurrent decline from peak | -46.12% | -73.77% | +27.65% |
Average DrawdownAverage peak-to-trough decline | -24.12% | -29.05% | +4.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.40% | 50.99% | -25.59% |
Volatility
STRK vs. MSTY - Volatility Comparison
The current volatility for Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK) is 8.78%, while YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a volatility of 14.46%. 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 | 8.78% | 14.46% | -5.68% |
Volatility (6M)Calculated over the trailing 6-month period | 28.23% | 52.28% | -24.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.54% | 65.31% | -28.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.37% | 71.91% | -34.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.37% | 71.91% | -34.54% |
Dividends
STRK vs. MSTY - Dividend Comparison
STRK's dividend yield for the trailing twelve months is around 16.79%, less than MSTY's 251.54% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
MSTY YieldMax™ MSTR Option Income Strategy ETF | 251.54% | 294.61% | 104.56% |
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | 16.79% | 9.19% | 0.00% |
Frequently Asked Questions
STRK and MSTY have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTY has higher volatility (14.46%) compared to STRK (8.78%). In terms of maximum drawdown, STRK dropped -53.21% vs MSTY's -77.40%.
STRK currently has the higher Sharpe Ratio (-1.09 vs -1.09), 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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