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MBCC vs MPLY

Monarch Blue Chips Core ETF vs Monopoly ETF

MBCC

Monarch Blue Chips Core ETF

Monarch Funds

Annual cost

1.14%

Fund size

$170M

MPLY

Monopoly ETF

Strategy Shares

Annual cost

0.79%

Fund size

$13M

Key differences

  • MPLY costs 0.35% less per year.
  • MBCC is significantly larger than MPLY — larger funds tend to be more liquid and less likely to close.
  • MBCC covers north america markets; MPLY covers global.
  • MBCC follows a index tracking strategy; MPLY uses active selection.

Side-by-side comparison

MBCCMPLY
Annual cost (TER)1.14%0.79%
Fund size (AUM)$170M$13M
Since20212025
Dividend yield0.35%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+12.8%+32.7%
CAGR 3Y+15.5%N/A
CAGR 5Y+8.5%N/A
Sharpe 3Y0.82N/A
Volatility 1Y12.14%15.22%
Max drawdown-30.62%-13.46%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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