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 -15.28% vs -66.58% for MSTY. At a 0.18 correlation, their price movements are largely independent.
Performance
UPBD vs. MSTY - Performance Comparison
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Returns By Period
In the year-to-date period, UPBD achieves a 11.08% return, which is significantly higher than MSTY's -27.80% return.
UPBD
- 1D
- 2.02%
- 1M
- 6.99%
- YTD
- 11.08%
- 6M
- 11.01%
- 1Y
- -15.28%
- 3Y*
- -9.75%
- 5Y*
- -14.07%
- 10Y*
- 8.65%
MSTY
- 1D
- -4.55%
- 1M
- -31.74%
- YTD
- -27.80%
- 6M
- -29.80%
- 1Y
- -66.58%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
UPBD vs. MSTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
UPBD Upbound Group Inc. | 11.08% | -35.45% | -4.82% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | -27.80% | -42.71% | 212.16% |
Correlation
The correlation between UPBD and MSTY is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Feb 22, 2024 | 0.18 |
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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 | +0.75 | ||
| Sortino ratioReturn per unit of downside risk | +1.81 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 0.79 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | -0.38 | -0.93 | +0.55 |
| Martin ratioReturn relative to average drawdown | -0.63 | -1.35 | +0.72 |
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Drawdowns
UPBD vs. MSTY - Drawdown Comparison
The maximum UPBD drawdown since its inception was -79.53%, which is greater than MSTY's maximum drawdown of -71.79%. 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% | -71.79% | -7.74% |
Max Drawdown (1Y)Largest decline over 1 year | -40.17% | -71.79% | +31.62% |
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 | -61.94% | -71.62% | +9.68% |
Average DrawdownAverage peak-to-trough decline | -31.85% | -26.97% | -4.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.24% | 49.36% | -25.12% |
Volatility
UPBD vs. MSTY - Volatility Comparison
The current volatility for Upbound Group Inc. (UPBD) is 14.07%, while YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a volatility of 19.32%. 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 | 14.07% | 19.32% | -5.25% |
Volatility (6M)Calculated over the trailing 6-month period | 29.86% | 49.66% | -19.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.83% | 62.02% | -15.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.87% | 71.82% | -23.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.98% | 71.82% | -22.84% |
Dividends
UPBD vs. MSTY - Dividend Comparison
UPBD's dividend yield for the trailing twelve months is around 8.35%, less than MSTY's 286.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSTY YieldMax™ MSTR Option Income Strategy ETF | 286.06% | 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. | 8.35% | 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 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTY has higher volatility (19.32%) compared to UPBD (14.07%). In terms of maximum drawdown, UPBD dropped -79.53% vs MSTY's -71.79%.
UPBD currently has the higher Sharpe Ratio (-0.33 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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