MSFY vs NVDY
Kurv Yield Premium Strategy Microsoft ETF vs YieldMax NVDA Option Income Strategy ETF
Which is better, MSFY or NVDY?
NVDY has been ahead.
MSFY has a lower expense ratio. NVDY led over 1Y, 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 | NVDY |
|---|---|---|
| Expense Ratio | 0.99%Best | 1.09% |
| AUM | $12M | $1.4B |
| Dividend Yield | 21.85% | 57.15% |
| Holdings | 11 | 32 |
| YTD Return | -7.15% | +18.04%Best |
| 1Y Return | -12.33% | +20.74%Best |
| 3Y Return (annualized) | -4.36% | +51.24%Best |
| Volatility (annualized) | 29.9% | 29.6%Best |
| Max Drawdown | -44.7% | -33.9%Best |
| $10,000 over 2.9 years | $8,787 | $37,047Best |
| Fund Family | Kurv | YieldMax ETF |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Oct 27, 2023 | May 10, 2023 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Oct 31, 2023 to Oct 12, 2026 (2.9 years).
MSFY vs NVDY 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 2.9 years both funds cover.
MSFY vs NVDY Performance
Kurv Yield Premium Strategy Microsoft ETF (MSFY) is an ETF from Kurv and YieldMax NVDA Option Income Strategy ETF (NVDY) is an ETF from YieldMax ETF. Over the past year MSFY returned -12.33% while NVDY returned +20.74%. Year to date, MSFY is down 7.15% versus a gain of 18.04% for NVDY.
Over three years, MSFY compounded at -4.36% per year against +51.24% for NVDY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MSFY has been the more volatile fund, with annualized monthly volatility of 29.9% compared with 29.6% for NVDY. 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 -33.9% for NVDY. 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 NVDY charges 1.09%. On a $10,000 position that is $99 vs $109 annually, a gap of $10 per year that compounds over a long holding period. On income, MSFY currently yields 21.85% against 57.15% for NVDY.
Holdings Overlap
We hold position weights for 1 holding in MSFY and 2 in NVDY, totalling 33.6% and 20.0% 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 2 in NVDY, against full books of 11 and 32.
You are not choosing between two funds in isolation.
Whichever of MSFY and NVDY 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 NVDY?
MSFY has an expense ratio of 0.99% while NVDY charges 1.09%. MSFY is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, MSFY or NVDY?
Over the past year MSFY returned -12.33% vs +20.74% for NVDY, so NVDY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MSFY or NVDY?
MSFY has been the more volatile fund at 29.9% annualized versus 29.6% for NVDY. Worst drawdown: MSFY -44.7% vs NVDY -33.9%.
Should I hold both MSFY and NVDY?
MSFY and NVDY 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 NVDY?
MSFY yields 21.85% while NVDY yields 57.15%, so NVDY currently pays the higher dividend yield.
Is NVDY better than MSFY?
MSFY has a lower expense ratio. NVDY led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.