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MPLY vs SCHM

Monopoly ETF vs Schwab U.S. Mid-Cap ETF

MPLY

Monopoly ETF

Strategy Shares

Annual cost

0.79%

Fund size

$13M

SCHM

Schwab U.S. Mid-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$14.3B

Key differences

  • SCHM costs 0.75% less per year.
  • SCHM is significantly larger than MPLY — larger funds tend to be more liquid and less likely to close.
  • MPLY covers global markets; SCHM covers north america.
  • MPLY follows a active selection strategy; SCHM uses index tracking.
  • SCHM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MPLYSCHM
Annual cost (TER)0.79%0.04%
Fund size (AUM)$13M$14.3B
Since20252011
Dividend yield1.28%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+34.7%+33.1%
CAGR 3YN/A+18.1%
CAGR 5YN/A+8.4%
Sharpe 3YN/A0.83
Volatility 1Y15.18%15.76%
Max drawdown-13.46%-42.43%

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

Similar to MPLY and SCHM