UPBD vs. MSTY
UPBD (Upbound Group Inc.) is a stock, while MSTY (YieldMax™ MSTR Option Income Strategy ETF) is Derivative Income fund actively managed by YieldMax. Over the past year, UPBD returned 1.47% vs -68.40% for MSTY. Their 0.16 correlation means their historical movements had little consistent relationship.
Performance
UPBD vs. MSTY - Performance Comparison
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Returns By Period
In the year-to-date period, UPBD achieves a 15.24% return, which is significantly higher than MSTY's -33.29% return.
UPBD
- 1D
- -3.63%
- 1M
- -2.51%
- 6M
- 7.07%
- YTD
- 15.24%
- 1Y
- 1.47%
- 3Y*
- -12.52%
- 5Y*
- -14.77%
- 10Y*
- 9.56%
- ALL TIME*
- 10.17%
MSTY
- 1D
- -2.60%
- 1M
- -2.63%
- 6M
- -31.98%
- YTD
- -33.29%
- 1Y
- -68.40%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 7.52%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $12.71M | $13.42M | $28.94M | |
| $26.51M | $22.26M | $19.07M |
UPBD vs. MSTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
UPBD Upbound Group Inc. | 15.24% | -35.45% | -4.82% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | -33.29% | -42.71% | 212.16% |
Correlation
The correlation between UPBD and MSTY is 0.15, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.15 |
Correlation (All Time) Calculated using the full available price history since Feb 22, 2024 | 0.16 |
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Return for Risk
UPBD vs. MSTY — Risk / Return Rank
UPBD
MSTY
UPBD vs. MSTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Upbound Group Inc. (UPBD) 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.
| UPBD | MSTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.13 | ||
| Sortino ratioReturn per unit of downside risk | +2.51 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 0.77 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.05 | -0.95 | +1.00 |
| Martin ratioReturn relative to average drawdown | 0.08 | -1.40 | +1.48 |
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Drawdowns
UPBD vs. MSTY - Drawdown Comparison
The maximum UPBD drawdown since its inception was -79.53%, roughly equal to the maximum MSTY drawdown of -77.40%. Use the drawdown chart below to compare losses from any high point for UPBD and MSTY.
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Drawdown Indicators
| UPBD | MSTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.53% | -77.40% | -2.13% |
Max Drawdown (1Y)Largest decline over 1 year | -40.17% | -74.91% | +34.74% |
Max Drawdown (3Y)Largest decline over 3 years | -54.21% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -71.97% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -71.97% | — | — |
Current DrawdownCurrent decline from peak | -60.52% | -73.77% | +13.25% |
Average DrawdownAverage peak-to-trough decline | -31.94% | -29.05% | -2.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.46% | 50.99% | -26.53% |
Volatility
UPBD vs. MSTY - Volatility Comparison
The current volatility for Upbound Group Inc. (UPBD) is 13.66%, while YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a volatility of 14.46%. This indicates that UPBD 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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Volatility by Period
| UPBD | MSTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.66% | 14.46% | -0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 31.12% | 52.28% | -21.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.56% | 65.31% | -17.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 48.13% | 71.91% | -23.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.72% | 71.91% | -23.19% |
Dividends
UPBD vs. MSTY - Dividend Comparison
UPBD's dividend yield for the trailing twelve months is around 8.05%, less than MSTY's 251.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSTY YieldMax™ MSTR Option Income Strategy ETF | 251.54% | 294.61% | 104.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UPBD Upbound Group Inc. | 8.05% | 8.88% | 5.14% | 4.09% | 6.03% | 2.64% | 3.84% | 0.87% | 0.00% | 2.16% | 2.13% | 6.41% |
Frequently Asked Questions
UPBD and MSTY have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTY has higher volatility (14.46%) compared to UPBD (13.66%). In terms of maximum drawdown, UPBD dropped -79.53% vs MSTY's -77.40%.
UPBD currently has the higher Sharpe Ratio (0.04 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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