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MPLY vs MVFD

Monopoly ETF vs Monarch Volume Factor Dividend Tree ETF

MPLY

Monopoly ETF

Strategy Shares

Annual cost

0.79%

Fund size

$13M

MVFD

Monarch Volume Factor Dividend Tree ETF

Monarch Funds

Annual cost

1.19%

Fund size

$108M

Key differences

  • MPLY costs 0.40% less per year.
  • MVFD is significantly larger than MPLY — larger funds tend to be more liquid and less likely to close.
  • MPLY covers global markets; MVFD covers north america.
  • MPLY follows a active selection strategy; MVFD uses index tracking.

Side-by-side comparison

MPLYMVFD
Annual cost (TER)0.79%1.19%
Fund size (AUM)$13M$108M
Since20252024
Dividend yield1.44%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+32.7%+24.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.22%15.20%
Max drawdown-13.46%-19.07%

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

Similar to MPLY and MVFD