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MPLY vs KAT

Monopoly ETF vs Scharf ETF

MPLY

Monopoly ETF

Strategy Shares

Annual cost

0.79%

Fund size

$13M

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

Key differences

  • KAT is significantly larger than MPLY — larger funds tend to be more liquid and less likely to close.
  • KAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MPLYKAT
Annual cost (TER)0.79%0.75%
Fund size (AUM)$13M$688M
Since20252011
Dividend yield0.39%
Asset classequityequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+32.7%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.22%
Max drawdown-13.46%-9.25%

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

Similar to MPLY and KAT