IVV vs MPLY
iShares Core S&P 500 ETF vs Strategy Shares Monopoly ETF
Which is better, IVV or MPLY?
Large Cap Blend against Mid Cap Growth.
IVV has a lower expense ratio. IVV led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 63.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | MPLY |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.79% |
| AUM | $876.4B | $17M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 101 |
| YTD Return | +12.01%Best | +6.87% |
| 1Y Return | +16.48%Best | +10.39% |
| 3Y Return (annualized) | +21.21% | - |
| 5Y Return (annualized) | +12.95% | - |
| Volatility (annualized) | 12.0%Best | 16.8% |
| Max Drawdown | -8.9%Best | -13.6% |
| $10,000 over 1.3 years | $12,920Best | $12,752 |
| Top 10 Weight | 37.8%Best | 63.6% |
| Fund Family | iShares by BlackRock (US) | STRATEGY SHARES |
| Category | Equity | Equity |
| Style | Large Cap Blend | Mid Cap Growth |
| Inception | May 15, 2000 | May 15, 2025 |
Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: May 16, 2025 to Sep 14, 2026 (1.3 years).
IVV vs MPLY growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.3 years both funds cover.
IVV vs MPLY Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Strategy Shares Monopoly ETF (MPLY) is an ETF from STRATEGY SHARES. Over the past year IVV returned +16.48% while MPLY returned +10.39%. Year to date, IVV is up 12.01% versus a gain of 6.87% for MPLY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MPLY has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 12.0% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -8.9% for IVV and -13.6% for MPLY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while MPLY charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for MPLY.
Holdings Overlap
52.9% of IVV's money is in holdings MPLY also owns. 88.1% of MPLY's money is in holdings IVV also owns.
Most of MPLY is already inside IVV. Owning both mostly buys the same companies twice.
89 positions in common, counted across the 490 positions we hold weights for in IVV and 100 in MPLY, against full books of 508 and 101.
What only one of them owns
Our book lists 8 positions for MPLY that do not appear in our book for IVV (4.9% of the fund), and 393 for IVV that do not appear in MPLY (45.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in MPLY | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.07% | 10.86% | 2.79% |
| AAPLApple, Inc | 7.02% | 8.99% | 1.97% |
| MSFTMicrosoft Corp | 5.69% | 8.28% | 2.59% |
| GOOGAlphabet Inc | 2.39% | 9.11% | 6.72% |
| AMZNAmazon.Com Inc | 3.84% | 6.13% | 2.29% |
| AVGOBroadcom Inc | 2.65% | 3.97% | 1.32% |
| METAMeta Platforms Inc | 1.90% | 3.56% | 1.66% |
| TSLATesla Inc | 1.56% | 3.36% | 1.80% |
| LLYEli Lilly & Co. | 1.38% | 2.55% | 1.17% |
| AMDAdvanced Micro Devices Inc | 1.16% | 1.83% | 0.67% |
88.1% of MPLY is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or MPLY?
IVV has an expense ratio of 0.03% while MPLY charges 0.79%. IVV is the cheaper option, by $76 a year on a $10,000 investment.
Which performed better, IVV or MPLY?
Over the past year IVV returned +16.48% vs +10.39% for MPLY, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +21.78% vs +20.56% for MPLY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or MPLY?
MPLY has been the more volatile fund at 16.8% annualized versus 12.0% for IVV. Worst drawdown: IVV -8.9% vs MPLY -13.6%.
Should I hold both IVV and MPLY?
IVV and MPLY have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between IVV and MPLY?
88.1% of MPLY's money is in holdings IVV also owns. 88.1% of MPLY's is in holdings IVV also owns. They hold 89 positions in common, counted across the 490 positions we hold weights for in IVV and 100 in MPLY.
Which pays a higher dividend, IVV or MPLY?
IVV yields 1.06% while MPLY yields 0.00%, so IVV currently pays the higher dividend yield.
Is MPLY better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 63.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.