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DYFI vs MSTW

Comparison between IDX DYNAMIC FIXED INCOME ETF (DYFI, ETF) and ROUNDHILL MSTR WEEKLYPAY ETF (MSTW, ETF).

DYFI vs MSTW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DYFI
$55M
MSTW
$55M
Expense Ratio
DYFI
1.13%
MSTW
N/A
Max Drawdown
Winner
DYFI
10.25%
MSTW
89.91%
Sharpe Ratio
Winner
DYFI
-0.03
MSTW
-1.67
5Y Beta
Winner
DYFI
0.06
MSTW
3.65

DYFI vs MSTW - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DYFI
-0.07%
MSTW
-42.05%
3M
Winner
DYFI
-0.54%
MSTW
-19.97%
6M
Winner
DYFI
+0.16%
MSTW
-41.74%
1Y
Winner
DYFI
+3.62%
MSTW
-79.59%
Max(CAGR)
Winner
DYFI
+0.83%
MSTW
-84.07%

DYFI vs MSTW - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearDYFIMSTW
2026-0.31%-31.48%
2025+3.57%-71.35%
2024-1.38%N/A

DYFI vs MSTW Drawdown Comparison

The maximum drawdown for DYFI was -4.54%, occurring on Aug 8, 2024. Recovery took 359 trading sessions.

The maximum drawdown for MSTW was -81.78%, occurring on Feb 5, 2026. This drawdown has not yet recovered.

The current DYFI drawdown is -1.25%. The current MSTW drawdown is -79.59%.

RankDYFIMSTW
#1-4.54%
Mar 7, 2024 - Aug 13, 2025
-81.78%
Jul 24, 2025 - Feb 5, 2026
#2-2.49%
Feb 23, 2026 - Mar 27, 2026
N/A
#3-1.65%
Feb 1, 2024 - Mar 7, 2024
N/A
#4-1.23%
Jan 12, 2024 - Feb 1, 2024
N/A
#5-0.75%
Sep 22, 2025 - Oct 27, 2025
N/A
#6-0.62%
Oct 28, 2025 - Nov 26, 2025
N/A
#7-0.37%
Dec 3, 2025 - Dec 18, 2025
N/A
#8-0.35%
Jan 14, 2026 - Feb 6, 2026
N/A
#9-0.20%
Nov 28, 2025 - Dec 3, 2025
N/A
#10-0.16%
Aug 13, 2025 - Aug 22, 2025
N/A
#11-0.11%
Aug 28, 2025 - Sep 3, 2025
N/A
#12-0.09%
Jan 6, 2026 - Jan 9, 2026
N/A
#13-0.09%
Feb 10, 2026 - Feb 12, 2026
N/A
#14-0.09%
Sep 15, 2025 - Sep 19, 2025
N/A
#15-0.06%
Sep 11, 2025 - Sep 15, 2025
N/A

Correlation

Correlation between DYFI and MSTW is -0.80 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.80
-101

Dividend Comparison (2024 - 2026)

DYFI vs MSTW dividend yield comparison.

YearDYFIMSTW
20261.30%50.95%
20254.63%106.94%
20245.93%0.00%

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