CONY vs MSFY
YieldMax COIN Option Income Strategy ETF vs Kurv Yield Premium Strategy Microsoft ETF
Which is better, CONY or MSFY?
Each has led over a different period.
MSFY has a lower expense ratio. CONY led over 3Y and the full window, MSFY over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CONY | MSFY |
|---|---|---|
| Expense Ratio | 1.04% | 0.99%Best |
| AUM | $381M | $12M |
| Dividend Yield | 119.91% | 21.61% |
| Holdings | 17 | 11 |
| YTD Return | -21.83% | -9.06%Best |
| 1Y Return | -42.68% | -14.10%Best |
| 3Y Return (annualized) | +9.76%Best | -5.03% |
| Volatility (annualized) | 62.3% | 29.8%Best |
| Max Drawdown | -63.6% | -44.7%Best |
| $10,000 over 3 years | $12,601Best | $8,566 |
| Fund Family | YieldMax ETF | Kurv |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Aug 14, 2023 | Oct 27, 2023 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Oct 31, 2023 to Oct 14, 2026 (3 years).
CONY vs MSFY growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3 years both funds cover.
CONY vs MSFY Performance
YieldMax COIN Option Income Strategy ETF (CONY) is an ETF from YieldMax ETF and Kurv Yield Premium Strategy Microsoft ETF (MSFY) is an ETF from Kurv. Over the past year CONY returned -42.68% while MSFY returned -14.10%. Year to date, CONY is down 21.83% versus a loss of 9.06% for MSFY.
Over three years, CONY compounded at +9.76% per year against -5.03% for MSFY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CONY has been the more volatile fund, with annualized monthly volatility of 62.3% compared with 29.8% for MSFY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -63.6% for CONY and -44.7% for MSFY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.25. They move largely independently of each other.
Fees and Cost Over Time
CONY charges 1.04% per year while MSFY charges 0.99%. On a $10,000 position that is $104 vs $99 annually, a gap of $5 per year that compounds over a long holding period. On income, CONY currently yields 119.91% against 21.61% for MSFY.
Holdings Overlap
We hold position weights for 2 holdings in CONY and 1 in MSFY, totalling 27.7% and 34.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 2 positions we hold weights for in CONY and 1 in MSFY, against full books of 17 and 11.
You are not choosing between two funds in isolation.
Whichever of CONY and MSFY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CONY or MSFY?
CONY has an expense ratio of 1.04% while MSFY charges 0.99%. MSFY is the cheaper option, by $5 a year on a $10,000 investment.
Which performed better, CONY or MSFY?
Over the past year CONY returned -42.68% vs -14.10% for MSFY, so MSFY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CONY or MSFY?
CONY has been the more volatile fund at 62.3% annualized versus 29.8% for MSFY. Worst drawdown: CONY -63.6% vs MSFY -44.7%.
Should I hold both CONY and MSFY?
CONY and MSFY have a monthly-return correlation of 0.25, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, CONY or MSFY?
CONY yields 119.91% while MSFY yields 21.61%, so CONY currently pays the higher dividend yield.
Is MSFY better than CONY?
MSFY has a lower expense ratio. CONY led over 3Y and the full window, MSFY over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.