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 -12.54% vs -73.76% for MSTY. At a 0.16 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 25.70% return, which is significantly higher than MSTY's -35.55% return.
UPBD
- 1D
- -0.05%
- 1M
- 14.04%
- 6M
- 14.90%
- YTD
- 25.70%
- 1Y
- -12.54%
- 3Y*
- -7.43%
- 5Y*
- -11.50%
- 10Y*
- 8.97%
MSTY
- 1D
- -2.03%
- 1M
- -23.27%
- 6M
- -39.01%
- YTD
- -35.55%
- 1Y
- -73.76%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
UPBD vs. MSTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
UPBD Upbound Group Inc. | 25.70% | -35.45% | -4.82% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | -35.55% | -42.71% | 212.16% |
Correlation
The correlation between UPBD and MSTY is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
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 | +0.88 | ||
| Sortino ratioReturn per unit of downside risk | +2.29 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 0.75 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | -0.31 | -0.95 | +0.64 |
| Martin ratioReturn relative to average drawdown | -0.51 | -1.41 | +0.90 |
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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% | -77.40% | +37.23% |
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 | -56.93% | -74.66% | +17.73% |
Average DrawdownAverage peak-to-trough decline | -31.90% | -28.01% | -3.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.49% | 52.19% | -27.70% |
Volatility
UPBD vs. MSTY - Volatility Comparison
The current volatility for Upbound Group Inc. (UPBD) is 14.51%, while YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a volatility of 23.76%. 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 | 14.51% | 23.76% | -9.25% |
Volatility (6M)Calculated over the trailing 6-month period | 30.51% | 53.06% | -22.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.36% | 64.61% | -17.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.99% | 72.32% | -24.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.96% | 72.32% | -23.36% |
Dividends
UPBD vs. MSTY - Dividend Comparison
UPBD's dividend yield for the trailing twelve months is around 7.38%, less than MSTY's 289.43% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSTY YieldMax™ MSTR Option Income Strategy ETF | 289.43% | 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. | 7.38% | 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 (23.76%) compared to UPBD (14.51%). In terms of maximum drawdown, UPBD dropped -79.53% vs MSTY's -77.40%.
UPBD currently has the higher Sharpe Ratio (-0.27 vs -1.15), 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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