Correlation
The correlation between SURI and MSTY is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
SURI vs. MSTY
Compare and contrast key facts about Simplify Propel Opportunities ETF (SURI) and YieldMax™ MSTR Option Income Strategy ETF (MSTY).
SURI and MSTY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SURI is an actively managed fund by Simplify. It was launched on Feb 7, 2023. MSTY is an actively managed fund by YieldMax. It was launched on Feb 21, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SURI or MSTY.
Performance
SURI vs. MSTY - Performance Comparison
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Key characteristics
SURI:
-0.63
MSTY:
1.27
SURI:
-0.68
MSTY:
1.81
SURI:
0.91
MSTY:
1.23
SURI:
-0.48
MSTY:
2.02
SURI:
-0.88
MSTY:
4.93
SURI:
26.21%
MSTY:
16.71%
SURI:
36.63%
MSTY:
74.60%
SURI:
-47.76%
MSTY:
-40.83%
SURI:
-40.01%
MSTY:
-12.24%
Returns By Period
In the year-to-date period, SURI achieves a -1.04% return, which is significantly lower than MSTY's 21.09% return.
SURI
-1.04%
1.43%
-18.11%
-22.85%
N/A
N/A
N/A
MSTY
21.09%
-2.82%
3.16%
96.48%
N/A
N/A
N/A
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SURI vs. MSTY - Expense Ratio Comparison
SURI has a 2.51% expense ratio, which is higher than MSTY's 0.99% expense ratio.
Risk-Adjusted Performance
SURI vs. MSTY — Risk-Adjusted Performance Rank
SURI
MSTY
SURI vs. MSTY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Propel Opportunities ETF (SURI) 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.
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Dividends
SURI vs. MSTY - Dividend Comparison
SURI's dividend yield for the trailing twelve months is around 22.54%, less than MSTY's 140.35% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
SURI Simplify Propel Opportunities ETF | 22.54% | 21.41% | 14.71% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | 140.35% | 104.56% | 0.00% |
Drawdowns
SURI vs. MSTY - Drawdown Comparison
The maximum SURI drawdown since its inception was -47.76%, which is greater than MSTY's maximum drawdown of -40.83%. Use the drawdown chart below to compare losses from any high point for SURI and MSTY.
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Volatility
SURI vs. MSTY - Volatility Comparison
The current volatility for Simplify Propel Opportunities ETF (SURI) is 6.81%, while YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a volatility of 11.84%. This indicates that SURI 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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