ULTY vs. MSTY
Compare and contrast key facts about YieldMax Ultra Option Income Strategy ETF (ULTY) and YieldMax™ MSTR Option Income Strategy ETF (MSTY).
ULTY and MSTY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ULTY is an actively managed fund by YieldMax. It was launched on Feb 28, 2024. 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: ULTY or MSTY.
Correlation
The correlation between ULTY and MSTY is 0.63, 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.
Performance
ULTY vs. MSTY - Performance Comparison
Key characteristics
ULTY:
-0.39
MSTY:
0.77
ULTY:
-0.36
MSTY:
1.45
ULTY:
0.96
MSTY:
1.18
ULTY:
-0.54
MSTY:
1.40
ULTY:
-1.37
MSTY:
3.52
ULTY:
8.34%
MSTY:
16.22%
ULTY:
29.09%
MSTY:
74.53%
ULTY:
-20.99%
MSTY:
-40.82%
ULTY:
-17.29%
MSTY:
-24.45%
Returns By Period
In the year-to-date period, ULTY achieves a -12.04% return, which is significantly lower than MSTY's 4.25% return.
ULTY
-12.04%
-5.97%
-2.99%
-8.97%
N/A
N/A
MSTY
4.25%
18.64%
57.48%
60.74%
N/A
N/A
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ULTY vs. MSTY - Expense Ratio Comparison
ULTY has a 1.14% expense ratio, which is higher than MSTY's 0.99% expense ratio.
Risk-Adjusted Performance
ULTY vs. MSTY — Risk-Adjusted Performance Rank
ULTY
MSTY
ULTY vs. MSTY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax Ultra Option Income Strategy ETF (ULTY) 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.
Dividends
ULTY vs. MSTY - Dividend Comparison
ULTY's dividend yield for the trailing twelve months is around 174.06%, more than MSTY's 151.69% yield.
| TTM | 2024 | |
|---|---|---|
ULTY YieldMax Ultra Option Income Strategy ETF | 174.06% | 111.70% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | 151.69% | 104.56% |
Drawdowns
ULTY vs. MSTY - Drawdown Comparison
The maximum ULTY drawdown since its inception was -20.99%, smaller than the maximum MSTY drawdown of -40.82%. Use the drawdown chart below to compare losses from any high point for ULTY and MSTY. For additional features, visit the drawdowns tool.
Volatility
ULTY vs. MSTY - Volatility Comparison
The current volatility for YieldMax Ultra Option Income Strategy ETF (ULTY) is 13.40%, while YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a volatility of 28.09%. This indicates that ULTY 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.