SATA
Caution
Limited data
Preferred Stock Comparison
A head-to-head of Strive Series A preferred and Strategy Stretch preferred covering issuer, coupon design, and seniority.
Updated November 4, 2026
How these figures are calculated: methodology.
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An estimate of distribution reliability, not price or principal safety, a probability, or a guarantee. Score methodology.
Caution
Limited data
Generally safe
Limited data
Score snapshot as of . Method 1.11.
| Metric | ||
|---|---|---|
| Full name | Strive, Inc. Variable Rate Series A Perpetual Preferred Stock | Strategy Variable Rate Series A Perpetual Stretch Preferred Stock |
| Issuer | Strive | Strategy Inc. |
| Last Close | $98.00 as of November 4, 2026 | $99.98 as of November 4, 2026 |
| Distribution rate | 14.68% | 0.96% |
| Trailing 12-month yield | 12.81% | 12.04% |
| Distribution Safety Score™ | 44 | 63 |
| Safety-Adjusted Yield | 6.46% | 0.60% |
| Expense ratio | — | — |
| AUM | — | — |
| Distribution frequency | Daily | Semi-Monthly |
| Underlying index | — | Preferred equity security issued by MicroStrategy Incorporated |
| Objective | A perpetual preferred equity security designed to provide regular daily income. | Stretch (STRC) is Strategy’s perpetual preferred stock that pays a variable cash dividend twice a month (semi-monthly) — most recently $0.50 per share per payment, an annualized rate of about 12% on its $100 par value. STRC’s dividend rate is reset each month to encourage trading around STRC’s $100 par value and to help strip away price volatility. |
| Asset class | Equity | Equity |
| Inception date | N/A | N/A |
| Last dividend | $0.0571 | $0.04 declared, pays 11/10/2026 |
| Ex-dividend date | 11/04/2026 | 11/09/2026 upcoming |
100% reinvested · ex-date convention. Period returns use this fixed assumption, independent of chart settings. YTD and 1Y are cumulative period returns; 3Y, 5Y, and 10Y are annualized. The shared Since-start window is annualized only when it covers at least one year.
SATA has outpaced STRC over the year to date, posting a 14.62% total return against 11.94%. Figures are total returns: price change plus every distribution reinvested.
| Symbol | YTD cumulative | Since Nov 2025 | Volatility | Sharpe | Sortino | Max drawdown |
|---|---|---|---|---|---|---|
| SATA | 14.62% | 26.74% | 24.8% | 0.80 | 1.14 | -17.1% |
| STRC | 11.94% | 12.73% | 22.3% | 0.36 | 0.53 | -24.3% |
Total return with all distributions reinvested on the ex-dividend date (a modeling convention, not the cash-settlement date), split-adjusted, as of November 4, 2026. YTD and 1Y are cumulative period returns; 3Y, 5Y, and 10Y are annualized. The shared Since-start window is annualized only when it covers at least one year. “Since Nov 2025” measures every fund from November 6, 2025 — the start of shared available history — so all funds share one comparison window. Volatility is the annualized standard deviation of daily total returns over the shared window since Nov 2025. Sharpe and Sortino divide the annualized return in excess of the risk-free rate by, respectively, that volatility and the downside deviation (both over the shared window since Nov 2025) — higher is better. Max drawdown is the largest peak-to-trough total-return decline over the same window — shallower is better.
Projections assume the current yield and share price remain constant. Actual results will vary.
Bottom lineChoose SATA if you want higher current income (14.68% vs 0.96% for STRC). Choose STRC if you want the steadier, bond-like income of a preferred security.
Same security type, different issuers. Coupon design and seniority matter more than a one-date yield.
| SATA | STRC | |
|---|---|---|
| Issuer | Strive | Strategy |
| Security | Strive, Inc. Variable Rate Series A Perpetual Preferred Stock | Strategy Variable Rate Series A Perpetual Stretch Preferred Stock |
| Distribution rate | 14.68% | 0.96% |
See how much monthly income a hypothetical investment would generate in each preferred stock at current yields.
SATA (Strive, Inc. Variable Rate Series A Perpetual Preferred Stock) and STRC (Strategy Variable Rate Series A Perpetual Stretch Preferred Stock) are both dividend-paying preferred stocks, but they take different approaches.
SATA offers the higher yield at 14.68% vs 0.96% for STRC. A higher yield means more current income per dollar invested, though it may come with different risk characteristics.
On a $10,000 investment at current distribution rates, SATA would pay about $1,468.00 a year (about $5.83 per daily distribution), while STRC would pay about $96.00 a year (about $4.00 per semi-monthly distribution).
SATA is a preferred stock built around fixed income exposure, while STRC tracks Preferred equity security issued by MicroStrategy Incorporated with a bitcoin approach.
SATA (Strive, Inc. Variable Rate Series A Perpetual Preferred Stock) is a preferred stock. STRC (Strategy Variable Rate Series A Perpetual Stretch Preferred Stock) is a preferred stock.
Both are variable-rate perpetual preferred stocks, not ETFs. SATA (Strive, Inc. Variable Rate Series A Perpetual Preferred Stock) is issued by Strive. STRC (Strategy Variable Rate Series A Perpetual Stretch Preferred Stock) is Strategy's Stretch preferred. Distributions are 14.68% and 0.96% as of November 2026. Issuer, coupon design, and seniority matter more than a one-date yield.
SATA currently distributes 14.68% and STRC 0.96%, based on fund data updated November 2026. Distribution rate moves with both the payout and the share price, so check the as-of date before relying on either figure.
It depends on your goals. SATA currently offers the higher distribution yield, which means more income per dollar invested. However, a lower-yield fund may offer better total return or lower volatility. Consider your time horizon and risk tolerance.
Yes — nothing prevents holding both. Whether the combination actually diversifies depends on how much the underlying exposures overlap, which isn't fully measurable from the data on this page; review each security's holdings, sector, and strategy before treating them as complementary.
By Dividend Vision's Distribution Safety Score — a rules-based 0–100 estimate of how resilient a distribution looks, where higher is safer — STRC scores 63, SATA scores 44, so STRC's payout currently looks the more resilient of the two. No score makes an investment risk-free — treat this as a screening signal, not a guarantee.
At current distribution rates, $10,000 in SATA would pay about $1,468.00 a year (about $5.83 per daily distribution). $10,000 in STRC would pay about $96.00 a year (about $4.00 per semi-monthly distribution).
SATA has outpaced STRC over the year to date, posting a 14.62% total return against 11.94%. Figures are total returns: price change plus every distribution reinvested. Past performance does not guarantee future results.
The metrics behind this comparison, explained in the Academy.
These comparisons follow the Dividend Vision methodology.