MPLY vs SCHD
Strategy Shares Monopoly ETF vs Schwab US Dividend Equity ETF
Which is better, MPLY or SCHD?
Mid Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.8% 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 | MPLY | SCHD |
|---|---|---|
| Expense Ratio | 0.79% | 0.06%Best |
| AUM | $17M | $112.1B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 101 | 103 |
| YTD Return | +5.89% | +25.84%Best |
| 1Y Return | +9.38% | +30.18%Best |
| 3Y Return (annualized) | - | +16.08% |
| 5Y Return (annualized) | - | +9.97% |
| Volatility (annualized) | 16.9% | 12.1%Best |
| Max Drawdown | -13.6% | -4.6%Best |
| $10,000 over 1.3 years | $12,632 | $13,410Best |
| Top 10 Weight | 63.6% | 41.8%Best |
| Fund Family | STRATEGY SHARES | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Value |
| Inception | May 15, 2025 | Oct 20, 2011 |
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 15, 2026 (1.3 years).
MPLY vs SCHD 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.
MPLY vs SCHD Performance
Strategy Shares Monopoly ETF (MPLY) is an ETF from STRATEGY SHARES and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year MPLY returned +9.38% while SCHD returned +30.18%. Year to date, MPLY is up 5.89% versus a gain of 25.84% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MPLY has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 12.1% for SCHD. 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 -4.6% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.10. They move largely independently of each other.
Fees and Cost Over Time
MPLY charges 0.79% per year while SCHD charges 0.06%. On a $10,000 position that is $79 vs $6 annually, a gap of $73 per year that compounds over a long holding period. On income, MPLY currently yields 0.00% against 3.00% for SCHD.
Holdings Overlap
4.7% of MPLY's money is in holdings SCHD also owns. 32.1% of SCHD's money is in holdings MPLY also owns.
The two portfolios partly overlap.
11 positions in common, counted across the 100 positions we hold weights for in MPLY and 100 in SCHD, against full books of 101 and 103.
What only one of them owns
Our book lists 88 positions for SCHD that do not appear in our book for MPLY (67.8% of the fund), and 86 for MPLY that do not appear in SCHD (88.3%).
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 MPLY | Weight in SCHD | Difference |
|---|---|---|---|
| AMGNAmgen Inc. | 0.56% | 4.70% | 4.14% |
| ABTAbbott Laboratories | 0.44% | 4.69% | 4.25% |
| UNHUnitedhealth Group Incorporated | 0.86% | 3.82% | 2.96% |
| HDHome Depot Inc/The | 0.76% | 3.88% | 3.12% |
| TXNTexas Instrument Inc | 0.56% | 3.13% | 2.57% |
| LMTLockheed Martin Corp | 0.29% | 2.78% | 2.49% |
| ADPAutomatic Data Processing, Inc. | 0.25% | 2.79% | 2.54% |
| BXBlackstone Group Inc. Class A | 0.41% | 2.59% | 2.18% |
| QCOMQualcomm Inc. | 0.43% | 2.52% | 2.09% |
| ARESAres Management Corp A | 0.10% | 0.74% | 0.64% |
32.1% of SCHD is already inside MPLY.
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, MPLY or SCHD?
MPLY has an expense ratio of 0.79% while SCHD charges 0.06%. SCHD is the cheaper option, by $73 a year on a $10,000 investment.
Which performed better, MPLY or SCHD?
Over the past year MPLY returned +9.38% vs +30.18% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), MPLY annualized +19.69% vs +25.32% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MPLY or SCHD?
MPLY has been the more volatile fund at 16.9% annualized versus 12.1% for SCHD. Worst drawdown: MPLY -13.6% vs SCHD -4.6%.
Should I hold both MPLY and SCHD?
MPLY and SCHD have a monthly-return correlation of 0.10, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between MPLY and SCHD?
32.1% of SCHD's money is in holdings MPLY also owns. 32.1% of SCHD's is in holdings MPLY also owns. They hold 11 positions in common, counted across the 100 positions we hold weights for in MPLY and 100 in SCHD.
Which pays a higher dividend, MPLY or SCHD?
MPLY yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than MPLY?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.8% 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.