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MPLY vs MBCC

Monopoly ETF vs Monarch Blue Chips Core ETF

MPLY

Monopoly ETF

Strategy Shares

Annual cost

0.79%

Fund size

$13M

MBCC

Monarch Blue Chips Core ETF

Monarch Funds

Annual cost

1.14%

Fund size

$170M

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.
  • MPLY covers global markets; MBCC covers north america.
  • MPLY follows a active selection strategy; MBCC uses index tracking.

Side-by-side comparison

MPLYMBCC
Annual cost (TER)0.79%1.14%
Fund size (AUM)$13M$170M
Since20252021
Dividend yield0.35%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+32.7%+12.8%
CAGR 3YN/A+15.5%
CAGR 5YN/A+8.5%
Sharpe 3YN/A0.82
Volatility 1Y15.22%12.14%
Max drawdown-13.46%-30.62%

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

Similar to MPLY and MBCC