MSTZ vs SPYQ
T-Rex 2X Inverse MSTR Daily Target ETF vs Tradr 2X Long SPY Quarterly ETF
Which is better, MSTZ or SPYQ?
SPYQ has been ahead.
SPYQ has a lower expense ratio. SPYQ led over 1Y 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 | MSTZ | SPYQ |
|---|---|---|
| Expense Ratio | 1.05% | 1.00%Best |
| AUM | $90M | $12M |
| Dividend Yield | 0.00% | 0.14% |
| Holdings | 9 | 9 |
| YTD Return | -81.14% | +19.99%Best |
| 1Y Return | -47.19% | +26.06%Best |
| Volatility (annualized) | 184.1% | 25.0%Best |
| Max Drawdown | - | -35.9% |
| $10,000 over 2 years | $109 | $15,763Best |
| Fund Family | REX Shares | Tradr ETFs |
| Category | Alternative | Alternative |
| Style | Leverage Strategy | Leverage Strategy |
| Inception | Sep 18, 2024 | Sep 30, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 1, 2024 to Oct 14, 2026 (2 years).
MSTZ vs SPYQ 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 2 years both funds cover.
MSTZ vs SPYQ Performance
T-Rex 2X Inverse MSTR Daily Target ETF (MSTZ) is an ETF from REX Shares and Tradr 2X Long SPY Quarterly ETF (SPYQ) is an ETF from Tradr ETFs. Over the past year MSTZ returned -47.19% while SPYQ returned +26.06%. Year to date, MSTZ is down 81.14% versus a gain of 19.99% for SPYQ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MSTZ has been the more volatile fund, with annualized monthly volatility of 184.1% compared with 25.0% for SPYQ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at -0.26. They move largely independently of each other.
Fees and Cost Over Time
MSTZ charges 1.05% per year while SPYQ charges 1.00%. On a $10,000 position that is $105 vs $100 annually, a gap of $5 per year that compounds over a long holding period. On income, MSTZ currently yields 0.00% against 0.14% for SPYQ.
You are not choosing between two funds in isolation.
Whichever of MSTZ and SPYQ 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, MSTZ or SPYQ?
MSTZ has an expense ratio of 1.05% while SPYQ charges 1.00%. SPYQ is the cheaper option, by $5 a year on a $10,000 investment.
Which performed better, MSTZ or SPYQ?
Over the past year MSTZ returned -47.19% vs +26.06% for SPYQ, so SPYQ leads on 1-year performance. Over the longest common window we track (2 years), MSTZ annualized -89.58% vs +25.55% for SPYQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MSTZ or SPYQ?
MSTZ has been the more volatile fund at 184.1% annualized versus 25.0% for SPYQ.
Should I hold both MSTZ and SPYQ?
MSTZ and SPYQ have a monthly-return correlation of -0.26, 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, MSTZ or SPYQ?
MSTZ yields 0.00% while SPYQ yields 0.14%, so SPYQ currently pays the higher dividend yield.
Is SPYQ better than MSTZ?
SPYQ has a lower expense ratio. SPYQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.