OARK vs MSTI
Comparison between YIELDMAX(R) INNOVATION OPTION INCOME STRATEGY ETF (OARK, ETF) and MADISON SHORT-TERM STRATEGIC INCOME ETF (MSTI, ETF).
OARK vs MSTI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
OARK
$52M
MSTI
$51M
Expense Ratio
OARK
1.00%
Winner
MSTI
0.36%
Max Drawdown
OARK
72.85%
Winner
MSTI
2.93%
Sharpe Ratio
Winner
OARK
0.87
MSTI
0.08
5Y Beta
OARK
1.53
Winner
MSTI
0.04
OARK vs MSTI - Historical Returns
Returns include dividend reinvestment.
1M
OARK
-2.68%
Winner
MSTI
-0.08%
3M
Winner
OARK
+4.58%
MSTI
-0.11%
6M
OARK
-1.54%
Winner
MSTI
+0.89%
1Y
Winner
OARK
+30.35%
MSTI
+4.07%
Max(CAGR)
Winner
OARK
+10.84%
MSTI
+5.77%
OARK vs MSTI - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | OARK | MSTI |
|---|---|---|
| 2026 | +0.17% | +0.43% |
| 2025 | +20.16% | +6.12% |
| 2024 | +11.10% | +5.14% |
| 2023 | +23.15% | +4.14% |
| 2022 | -9.11% | N/A |
OARK vs MSTI Drawdown Comparison
The maximum drawdown for OARK was -35.40%, occurring on Apr 8, 2025. Recovery took 98 trading sessions.
The maximum drawdown for MSTI was -1.48%, occurring on Oct 19, 2023. Recovery took 37 trading sessions.
The current OARK drawdown is -10.60%. The current MSTI drawdown is -0.48%.
| Rank | OARK | MSTI |
|---|---|---|
| #1 | -35.40% Feb 14, 2025 - Jul 9, 2025 | -1.48% Sep 13, 2023 - Nov 3, 2023 |
| #2 | -27.22% Jul 31, 2023 - Nov 8, 2024 | -1.32% Feb 20, 2026 - May 1, 2026 |
| #3 | -23.08% Oct 27, 2025 - Mar 30, 2026 | -1.22% Oct 2, 2024 - Jan 24, 2025 |
| #4 | -19.73% Feb 2, 2023 - Jul 3, 2023 | -1.07% Apr 3, 2025 - Apr 25, 2025 |
| #5 | -18.57% Dec 2, 2022 - Feb 2, 2023 | -1.07% Mar 27, 2024 - May 3, 2024 |
| #6 | -8.56% Dec 17, 2024 - Jan 30, 2025 | -0.97% Feb 1, 2024 - Mar 8, 2024 |
| #7 | -6.46% Nov 11, 2024 - Nov 29, 2024 | -0.81% May 1, 2026 - May 19, 2026 |
| #8 | -6.41% Jul 18, 2025 - Aug 13, 2025 | -0.67% Sep 23, 2025 - Oct 21, 2025 |
| #9 | -4.72% Aug 13, 2025 - Sep 11, 2025 | -0.65% Apr 30, 2025 - May 19, 2025 |
| #10 | -4.59% Oct 8, 2025 - Oct 27, 2025 | -0.62% Dec 27, 2023 - Jan 11, 2024 |
| #11 | -4.03% Sep 22, 2025 - Oct 1, 2025 | -0.56% Jan 12, 2024 - Feb 1, 2024 |
| #12 | -3.21% Jul 19, 2023 - Jul 28, 2023 | -0.49% Mar 11, 2024 - Mar 27, 2024 |
| #13 | -2.77% Feb 5, 2025 - Feb 13, 2025 | -0.49% May 19, 2025 - May 29, 2025 |
| #14 | -2.64% Jul 5, 2023 - Jul 10, 2023 | -0.46% Feb 4, 2025 - Feb 21, 2025 |
| #15 | -2.61% Jan 30, 2025 - Feb 5, 2025 | -0.41% Jul 22, 2025 - Aug 1, 2025 |
Correlation
Correlation between OARK and MSTI is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2023 - 2026)
OARK vs MSTI dividend yield comparison.
| Year | OARK | MSTI |
|---|---|---|
| 2026 | 22.08% | 1.79% |
| 2025 | 61.86% | 5.40% |
| 2024 | 47.86% | 5.48% |
| 2023 | 45.03% | 1.55% |
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