Compare/Updated Oct 26, 2026, refreshed every trading day
MSTR vs MSTY
Strategy Inc against YieldMax MSTR Option Income Strategy ETF: 3 years of returns, risk and today’s technical read, from Kavout’s own data.
MSTR did better over the full Feb. 22, 2024–Oct. 23, 2026 period: $1,000 grew to $2,047, versus $1,639 for MSTY, a 104.7% gain compared with 63.9%. MSTR also led over three months, while MSTY performed better over one month and one year. The trade-off was higher risk: MSTR’s 12-month volatility was 82.1% versus MSTY’s 70.5%, and its worst drawdown was 82.6% versus 77.4% for MSTY. The funds were highly correlated, at 0.969 for daily moves and 0.995 over the last 12 months, but MSTR moved 1.24% for each 1% move in MSTY. MSTY’s 0.99% expense ratio and option-income structure may help explain its lower volatility and some relative outperformance periods, but the comparison shows that MSTR delivered the stronger long-term result with materially greater downside risk.
- Price is above its 200-day average ($135); 50-day at $140.
- RSI 50, neutral. Supertrend says sell. ADX 23, so the trend is developing.
- Price is above its 200-day average ($14); 50-day at $14.
- RSI 49, neutral. Supertrend says sell. ADX 23, so the trend is developing.
Head to head
Which has returned more, MSTR or MSTY?
MSTR beat MSTY in 13 of the last 32 months; MSTY won the other 19. The typical monthly gap was 3.73 points.
Total return by period
Which is riskier?
MSTR: Nov 20, 2024 to Jun 26, 2026; MSTY: Jul 16, 2025 to Jun 26, 2026
- 0.969
- correlation of daily moves, 3 years
- 1.24
- MSTR move per 1% in MSTY
- 0.995
- correlation, last 12 months
Month by month
Of the last 32 months. The typical gap was 3.73 points.
When did they diverge?
| Month | MSTR | MSTY | Gap |
|---|---|---|---|
| November 2024 | +58.5% | +30.3% | +28.18 pts |
| May 2024 | +43.1% | +26.4% | +16.79 pts |
| October 2024 | +45.0% | +33.7% | +11.35 pts |
| December 2024 | -25.3% | -14.8% | -10.45 pts |
Where the numbers come from. 671 daily adjusted closes per fund from the Kavout market-data API, dividends included. Signals and indicators are Kavout’s own, refreshed nightly. Every figure is calculated from those adjusted closes.
Holdings and fees
What do you actually own with MSTR and MSTY?
- Price
- $146.01
Go deeper
Ask InvestGPT which one fits your portfolio.
Eight research agents read your holdings, the overlap and the tax side, then answer in plain words. Free accounts get one report a month.
More comparisons
Find another comparison.
Track both, get told when something changes.
Add MSTR and MSTY to a watchlist and Kavout emails you when a signal flips or a price target is hit.
Free account, no card