MPLY vs SPY
Strategy Shares Monopoly ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | MPLY | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.09% | |
| AUM | $18M | $821.1B | |
| Dividend Yield | 0.00% | 1.01% | |
| Holdings | 101 | 505 | |
| YTD Return | +6.46% | +12.68% | |
| 1Y Return | +17.66% | +21.82% | |
| 3Y Return (annualized) | - | +21.98% | |
| 5Y Return (annualized) | - | +12.89% | |
| Volatility (annualized) | 17.2% | 15.3% | |
| Max Drawdown | -13.6% | -56.5% | |
| Fund Family | STRATEGY SHARES | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2025 | Jan 22, 1993 |
MPLY vs SPY Performance
Strategy Shares Monopoly ETF (MPLY) is a ETF from STRATEGY SHARES and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year MPLY returned +17.66% while SPY returned +21.82%. Year to date, MPLY is up 6.46% versus a gain of 12.68% for SPY.
Risk: Volatility and Drawdowns
MPLY has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 15.3% for SPY. 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 -56.5% for SPY. 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 0.97. 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 SPY charges 0.09%. On a $10,000 position that is $79 vs $9 annually, a gap of $70 per year that compounds over a long holding period. On income, MPLY currently yields 0.00% against 1.01% for SPY.
Holdings Overlap
MPLY and SPY share 93 holdings out of 511 unique holdings combined, representing a 53.0% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, MPLY or SPY?
MPLY has an expense ratio of 0.79% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $70 per year of difference.
Which performed better, MPLY or SPY?
Over the past year MPLY returned +17.66% vs +21.82% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (1 years), MPLY annualized +21.37% vs +8.81% for SPY. Past performance does not guarantee future results.
Which is riskier, MPLY or SPY?
MPLY has been the more volatile fund at 17.2% annualized versus 15.3% for SPY. Worst drawdown: MPLY -13.6% vs SPY -56.5%.
Should I hold both MPLY and SPY?
MPLY and SPY have a monthly-return correlation of 0.97, 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 SPY?
MPLY and SPY share 93 common holdings with a 53.0% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, MPLY or SPY?
MPLY yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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