MSFY vs WGMI
Kurv Yield Premium Strategy Microsoft ETF vs CoinShares Bitcoin Mining and Digital Power ETF
Which is better, MSFY or WGMI?
Each has led over a different period.
WGMI has a lower expense ratio. MSFY led over 1Y, WGMI over 3Y and the full window.
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 | MSFY | WGMI |
|---|---|---|
| Expense Ratio | 0.99% | 0.75%Best |
| AUM | $12M | $194M |
| Dividend Yield | 21.61% | 0.00% |
| Holdings | 11 | 57 |
| YTD Return | -9.06%Best | -19.60% |
| 1Y Return | -14.10%Best | -47.00% |
| 3Y Return (annualized) | -5.03% | +55.28%Best |
| Volatility (annualized) | 29.8%Best | 84.7% |
| Max Drawdown | -44.7%Best | -62.8% |
| $10,000 over 3 years | $8,566 | $36,466Best |
| Fund Family | Kurv | Valkyrie Funds |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Oct 27, 2023 | Feb 7, 2022 |
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).
MSFY vs WGMI 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
MSFY vs WGMI Performance
Kurv Yield Premium Strategy Microsoft ETF (MSFY) is an ETF from Kurv and CoinShares Bitcoin Mining and Digital Power ETF (WGMI) is an ETF from Valkyrie Funds. Over the past year MSFY returned -14.10% while WGMI returned -47.00%. Year to date, MSFY is down 9.06% versus a loss of 19.60% for WGMI.
Over three years, MSFY compounded at -5.03% per year against +55.28% for WGMI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WGMI has been the more volatile fund, with annualized monthly volatility of 84.7% 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 -44.7% for MSFY and -62.8% for WGMI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.12. They move largely independently of each other.
Fees and Cost Over Time
MSFY charges 0.99% per year while WGMI charges 0.75%. On a $10,000 position that is $99 vs $75 annually, a gap of $24 per year that compounds over a long holding period. On income, MSFY currently yields 21.61% against 0.00% for WGMI.
Holdings Overlap
We hold position weights for 1 holding in MSFY and 28 in WGMI, totalling 34.3% and 99.9% 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 1 positions we hold weights for in MSFY and 28 in WGMI, against full books of 11 and 57.
You are not choosing between two funds in isolation.
Whichever of MSFY and WGMI 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, MSFY or WGMI?
MSFY has an expense ratio of 0.99% while WGMI charges 0.75%. WGMI is the cheaper option, by $24 a year on a $10,000 investment.
Which performed better, MSFY or WGMI?
Over the past year MSFY returned -14.10% vs -47.00% for WGMI, so MSFY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MSFY or WGMI?
WGMI has been the more volatile fund at 84.7% annualized versus 29.8% for MSFY. Worst drawdown: MSFY -44.7% vs WGMI -62.8%.
Should I hold both MSFY and WGMI?
MSFY and WGMI have a monthly-return correlation of 0.12, 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, MSFY or WGMI?
MSFY yields 21.61% while WGMI yields 0.00%, so MSFY currently pays the higher dividend yield.
Is WGMI better than MSFY?
WGMI has a lower expense ratio. MSFY led over 1Y, WGMI over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.