MPLY vs QQQ
Strategy Shares Monopoly ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | MPLY | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.18% | |
| AUM | $18M | $496.3B | |
| Dividend Yield | 0.00% | 0.44% | |
| Holdings | 101 | 108 | |
| YTD Return | +6.57% | +16.19% | |
| 1Y Return | +16.08% | +25.22% | |
| 3Y Return (annualized) | - | +25.47% | |
| 5Y Return (annualized) | - | +14.34% | |
| Volatility (annualized) | 17.2% | 30.6% | |
| Max Drawdown | -13.6% | -83.0% | |
| Fund Family | STRATEGY SHARES | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2025 | Mar 10, 1999 |
MPLY vs QQQ Performance
Strategy Shares Monopoly ETF (MPLY) is a ETF from STRATEGY SHARES and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year MPLY returned +16.08% while QQQ returned +25.22%. Year to date, MPLY is up 6.57% versus a gain of 16.19% for QQQ.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 17.2% for MPLY. 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 -13.6% for MPLY and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
MPLY charges 0.79% per year while QQQ charges 0.18%. On a $10,000 position that is $79 vs $18 annually, a gap of $61 per year that compounds over a long holding period. On income, MPLY currently yields 0.00% against 0.44% for QQQ.
Holdings Overlap
MPLY and QQQ share 39 holdings out of 163 unique holdings combined, representing a 54.2% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, MPLY or QQQ?
MPLY has an expense ratio of 0.79% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $61 per year of difference.
Which performed better, MPLY or QQQ?
Over the past year MPLY returned +16.08% vs +25.22% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), MPLY annualized +21.26% vs +13.01% for QQQ. Past performance does not guarantee future results.
Which is riskier, MPLY or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 17.2% for MPLY. Worst drawdown: MPLY -13.6% vs QQQ -83.0%.
Should I hold both MPLY and QQQ?
MPLY and QQQ have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between MPLY and QQQ?
MPLY and QQQ share 39 common holdings with a 54.2% weight overlap. Combined, they hold 163 unique securities.
Which pays a higher dividend, MPLY or QQQ?
MPLY yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
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