STRK vs. VTEB
STRK (Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock) is a stock, while VTEB (Vanguard Tax-Exempt Bond ETF) is Municipal Bonds fund tracking the S&P National AMT-Free Municipal Bond Index. Over the past year, STRK returned -41.85% vs 6.67% for VTEB. At a 0.04 correlation, their price movements are largely independent.
Performance
STRK vs. VTEB - Performance Comparison
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Returns By Period
In the year-to-date period, STRK achieves a -15.66% return, which is significantly lower than VTEB's 1.44% return.
STRK
- 1D
- -0.60%
- 1M
- -5.07%
- 6M
- -23.98%
- YTD
- -15.66%
- 1Y
- -41.85%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VTEB
- 1D
- -0.10%
- 1M
- -0.10%
- 6M
- 0.80%
- YTD
- 1.44%
- 1Y
- 6.67%
- 3Y*
- 3.19%
- 5Y*
- 0.74%
- 10Y*
- 1.99%
STRK vs. VTEB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | -15.66% | -0.74% |
VTEB Vanguard Tax-Exempt Bond ETF | 1.44% | 2.98% |
Correlation
The correlation between STRK and VTEB is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Feb 6, 2025 | 0.04 |
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Return for Risk
STRK vs. VTEB — Risk / Return Rank
STRK
VTEB
STRK vs. VTEB - 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 Vanguard Tax-Exempt Bond ETF (VTEB). 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 | VTEB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.63 | ||
| Sortino ratioReturn per unit of downside risk | -5.41 | ||
| Omega ratioGain probability vs. loss probability | 0.80 | 1.54 | -0.74 |
| Calmar ratioReturn relative to maximum drawdown | -0.81 | 2.47 | -3.29 |
| Martin ratioReturn relative to average drawdown | -1.39 | 8.93 | -10.33 |
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Drawdowns
STRK vs. VTEB - Drawdown Comparison
The maximum STRK drawdown since its inception was -53.21%, which is greater than VTEB's maximum drawdown of -17.00%. Use the drawdown chart below to compare losses from any high point for STRK and VTEB.
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Drawdown Indicators
| STRK | VTEB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.21% | -17.00% | -36.21% |
Max Drawdown (1Y)Largest decline over 1 year | -51.53% | -2.71% | -48.82% |
Max Drawdown (3Y)Largest decline over 3 years | — | -5.53% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -12.64% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.00% | — |
Current DrawdownCurrent decline from peak | -44.79% | -0.75% | -44.04% |
Average DrawdownAverage peak-to-trough decline | -23.51% | -2.30% | -21.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.06% | 0.75% | +29.31% |
Volatility
STRK vs. VTEB - Volatility Comparison
Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK) has a higher volatility of 18.49% compared to Vanguard Tax-Exempt Bond ETF (VTEB) at 0.67%. This indicates that STRK's price experiences larger fluctuations and is considered to be riskier than VTEB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STRK | VTEB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.49% | 0.67% | +17.82% |
Volatility (6M)Calculated over the trailing 6-month period | 27.61% | 2.11% | +25.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.59% | 2.70% | +33.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.45% | 3.91% | +33.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.45% | 5.25% | +32.20% |
Dividends
STRK vs. VTEB - Dividend Comparison
STRK's dividend yield for the trailing twelve months is around 16.39%, more than VTEB's 3.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | 16.39% | 9.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTEB Vanguard Tax-Exempt Bond ETF | 3.38% | 3.29% | 3.14% | 2.79% | 2.09% | 1.64% | 1.99% | 2.30% | 2.25% | 1.96% | 1.66% | 0.58% |
Frequently Asked Questions
STRK and VTEB have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STRK has higher volatility (18.49%) compared to VTEB (0.67%). In terms of maximum drawdown, STRK dropped -53.21% vs VTEB's -17.00%.
VTEB currently has the higher Sharpe Ratio (2.48 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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