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MVFD vs MPLY

Monarch Volume Factor Dividend Tree ETF vs Monopoly ETF

MVFD

Monarch Volume Factor Dividend Tree ETF

Monarch Funds

Annual cost

1.19%

Fund size

$108M

MPLY

Monopoly ETF

Strategy Shares

Annual cost

0.79%

Fund size

$13M

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

Side-by-side comparison

MVFDMPLY
Annual cost (TER)1.19%0.79%
Fund size (AUM)$108M$13M
Since20242025
Dividend yield1.44%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+24.7%+32.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.20%15.22%
Max drawdown-19.07%-13.46%

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

Similar to MVFD and MPLY