STRK vs. VUG
STRK (Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock) is a stock, while VUG (Vanguard Growth ETF) is Large Cap Growth Equities fund tracking the CRSP US Large Cap Growth Index. Over the past year, STRK returned -36.08% vs 15.36% for VUG. Their 0.37 correlation means their historical movements had little consistent relationship.
Performance
STRK vs. VUG - Performance Comparison
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Returns By Period
In the year-to-date period, STRK achieves a -17.69% return, which is significantly lower than VUG's 5.02% return.
STRK
- 1D
- -5.49%
- 1M
- -3.09%
- 6M
- -23.73%
- YTD
- -17.69%
- 1Y
- -36.08%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -12.78%
VUG
- 1D
- 1.10%
- 1M
- -0.35%
- 6M
- 6.39%
- YTD
- 5.02%
- 1Y
- 15.36%
- 3Y*
- 21.19%
- 5Y*
- 12.16%
- 10Y*
- 17.38%
- ALL TIME*
- 12.08%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.70M | $4.68M | $9.85M | |
| $556.11M | $661.72M | $650.91M |
STRK vs. VUG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | -17.69% | -0.74% |
VUG Vanguard Growth ETF | 5.02% | 16.60% |
Correlation
The correlation between STRK and VUG is 0.36, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.36 |
Correlation (All Time) Calculated using the full available price history since Feb 6, 2025 | 0.37 |
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Return for Risk
STRK vs. VUG — Risk / Return Rank
STRK
VUG
STRK vs. VUG - 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 Growth ETF (VUG). 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 | VUG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.81 | ||
| Sortino ratioReturn per unit of downside risk | -2.70 | ||
| Omega ratioGain probability vs. loss probability | 0.81 | 1.13 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.85 | 0.78 | -1.63 |
| Martin ratioReturn relative to average drawdown | -1.61 | 2.47 | -4.08 |
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Drawdowns
STRK vs. VUG - Drawdown Comparison
The maximum STRK drawdown since its inception was -53.21%, roughly equal to the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for STRK and VUG.
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Drawdown Indicators
| STRK | VUG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.21% | -50.68% | -2.53% |
Max Drawdown (1Y)Largest decline over 1 year | -46.22% | -16.53% | -29.69% |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.85% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.61% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.61% | — |
Current DrawdownCurrent decline from peak | -46.12% | -5.53% | -40.59% |
Average DrawdownAverage peak-to-trough decline | -24.12% | -7.08% | -17.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.40% | 5.20% | +20.20% |
Volatility
STRK vs. VUG - Volatility Comparison
Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK) has a higher volatility of 8.78% compared to Vanguard Growth ETF (VUG) at 5.58%. This indicates that STRK's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STRK | VUG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.78% | 5.58% | +3.20% |
Volatility (6M)Calculated over the trailing 6-month period | 28.23% | 14.24% | +13.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.54% | 17.74% | +18.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.37% | 22.49% | +14.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.37% | 21.55% | +15.82% |
Dividends
STRK vs. VUG - Dividend Comparison
STRK's dividend yield for the trailing twelve months is around 16.79%, more than VUG's 0.40% 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 | 16.79% | 9.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VUG Vanguard Growth ETF | 0.40% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
Frequently Asked Questions
STRK and VUG have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STRK has higher volatility (8.78%) compared to VUG (5.58%). In terms of maximum drawdown, STRK dropped -53.21% vs VUG's -50.68%.
VUG currently has the higher Sharpe Ratio (0.72 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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