TOI vs. MSTY
TOI (The Oncology Institute, Inc.) is a stock, while MSTY (YieldMax™ MSTR Option Income Strategy ETF) is Derivative Income fund actively managed by YieldMax. Over the past year, TOI returned 119.65% vs -66.58% for MSTY. At a 0.17 correlation, their price movements are largely independent.
Performance
TOI vs. MSTY - Performance Comparison
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Returns By Period
In the year-to-date period, TOI achieves a 41.29% return, which is significantly higher than MSTY's -27.80% return.
TOI
- 1D
- 0.40%
- 1M
- 9.59%
- YTD
- 41.29%
- 6M
- 48.82%
- 1Y
- 119.65%
- 3Y*
- 107.87%
- 5Y*
- —
- 10Y*
- —
MSTY
- 1D
- -4.55%
- 1M
- -31.74%
- YTD
- -27.80%
- 6M
- -29.80%
- 1Y
- -66.58%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TOI vs. MSTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
TOI The Oncology Institute, Inc. | 41.29% | 1,052.10% | -83.21% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | -27.80% | -42.71% | 212.16% |
Correlation
The correlation between TOI and MSTY is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Feb 22, 2024 | 0.17 |
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Return for Risk
TOI vs. MSTY — Risk / Return Rank
TOI
MSTY
TOI vs. MSTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Oncology Institute, Inc. (TOI) 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.
| TOI | MSTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.57 | ||
| Sortino ratioReturn per unit of downside risk | +4.29 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 0.79 | +0.48 |
| Calmar ratioReturn relative to maximum drawdown | 2.42 | -0.93 | +3.35 |
| Martin ratioReturn relative to average drawdown | 4.86 | -1.35 | +6.21 |
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Drawdowns
TOI vs. MSTY - Drawdown Comparison
The maximum TOI drawdown since its inception was -98.79%, which is greater than MSTY's maximum drawdown of -71.79%. Use the drawdown chart below to compare losses from any high point for TOI and MSTY.
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Drawdown Indicators
| TOI | MSTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.79% | -71.79% | -27.00% |
Max Drawdown (1Y)Largest decline over 1 year | -49.79% | -71.79% | +22.00% |
Max Drawdown (3Y)Largest decline over 3 years | -94.82% | — | — |
Current DrawdownCurrent decline from peak | -53.90% | -71.62% | +17.72% |
Average DrawdownAverage peak-to-trough decline | -73.98% | -26.97% | -47.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.70% | 49.36% | -24.66% |
Volatility
TOI vs. MSTY - Volatility Comparison
The Oncology Institute, Inc. (TOI) has a higher volatility of 21.02% compared to YieldMax™ MSTR Option Income Strategy ETF (MSTY) at 19.32%. This indicates that TOI's price experiences larger fluctuations and is considered to be riskier 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
| TOI | MSTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.02% | 19.32% | +1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 50.61% | 49.66% | +0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 80.82% | 62.02% | +18.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 113.02% | 71.82% | +41.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 113.02% | 71.82% | +41.20% |
Dividends
TOI vs. MSTY - Dividend Comparison
TOI has not paid dividends to shareholders, while MSTY's dividend yield for the trailing twelve months is around 286.06%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
MSTY YieldMax™ MSTR Option Income Strategy ETF | 286.06% | 294.61% | 104.56% |
TOI The Oncology Institute, Inc. | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
TOI and MSTY have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TOI has higher volatility (21.02%) compared to MSTY (19.32%). In terms of maximum drawdown, TOI dropped -98.79% vs MSTY's -71.79%.
TOI currently has the higher Sharpe Ratio (1.49 vs -1.08), 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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