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MPLY vs FNDX

Monopoly ETF vs Schwab Fundamental U.S. Large Company ETF

MPLY

Monopoly ETF

Strategy Shares

Annual cost

0.79%

Fund size

$13M

FNDX

Schwab Fundamental U.S. Large Company ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$25.9B

Key differences

  • FNDX costs 0.54% less per year.
  • FNDX is significantly larger than MPLY — larger funds tend to be more liquid and less likely to close.
  • MPLY covers global markets; FNDX covers north america.
  • MPLY follows a active selection strategy; FNDX uses index tracking.
  • FNDX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MPLYFNDX
Annual cost (TER)0.79%0.25%
Fund size (AUM)$13M$25.9B
Since20252013
Dividend yield1.50%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+34.7%+34.9%
CAGR 3YN/A+21.2%
CAGR 5YN/A+13.5%
Sharpe 3YN/A1.27
Volatility 1Y15.18%10.37%
Max drawdown-13.46%-37.72%

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

Similar to MPLY and FNDX