MPLY vs VOO

MPLY vs VOO

Which is better, MPLY or VOO?

Mid Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 63.6%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: VOO

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

MetricMPLYVOO
Expense Ratio0.79%0.03%Best
AUM$17M$997.4B
Dividend Yield0.00%1.04%
Holdings101509
YTD Return+9.74%+13.82%Best
1Y Return+13.58%+18.56%Best
3Y Return (annualized)-+23.49%
5Y Return (annualized)-+13.34%
Volatility (annualized)16.7%11.8%Best
Max Drawdown-13.6%-8.9%Best
$10,000 over 1.4 years$13,274$13,313Best
Top 10 Weight63.6%37.6%Best
Fund FamilySTRATEGY SHARESVanguard (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Blend
InceptionMay 15, 2025Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: May 16, 2025 to Sep 25, 2026 (1.4 years).

MPLY vs VOO 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 1.4 years both funds cover.

MPLY vs VOO Performance

Strategy Shares Monopoly ETF (MPLY) is an ETF from STRATEGY SHARES and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year MPLY returned +13.58% while VOO returned +18.56%. Year to date, MPLY is up 9.74% versus a gain of 13.82% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MPLY has been the more volatile fund, with annualized monthly volatility of 16.7% compared with 11.8% for VOO. 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 -8.9% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.96. 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 VOO charges 0.03%. On a $10,000 position that is $79 vs $3 annually, a gap of $76 per year that compounds over a long holding period. On income, MPLY currently yields 0.00% against 1.04% for VOO.

Holdings Overlap

MPLY already in VOO88.2%
VOO already in MPLY52.6%

88.2% of MPLY's money is in holdings VOO also owns. 52.6% of VOO's money is in holdings MPLY also owns.

Most of MPLY is already inside VOO. Owning both mostly buys the same companies twice.

90 positions in common, counted across the 100 positions we hold weights for in MPLY and 494 in VOO, against full books of 101 and 509.

What only one of them owns

Our book lists 397 positions for VOO that do not appear in our book for MPLY (46.5% of the fund), and 7 for MPLY that do not appear in VOO (4.8%).

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

StockWeight in MPLYWeight in VOODifference
NVDANvidia Corp10.86%7.55%3.31%
AAPLApple, Inc8.99%7.05%1.94%
MSFTMicrosoft Corp8.28%5.36%2.92%
GOOGAlphabet Inc9.11%2.62%6.49%
AMZNAmazon.Com Inc6.13%4.13%2.00%
AVGOBroadcom Inc3.97%2.86%1.11%
METAMeta Platforms Inc3.56%1.90%1.66%
TSLATesla Inc3.36%1.36%2.00%
LLYEli Lilly & Co.2.55%1.41%1.14%
AMDAdvanced Micro Devices Inc1.83%1.21%0.62%

88.2% of MPLY is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

MPLYVOO

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Frequently Asked Questions

Which is cheaper, MPLY or VOO?

MPLY has an expense ratio of 0.79% while VOO charges 0.03%. VOO is the cheaper option, by $76 a year on a $10,000 investment.

Which performed better, MPLY or VOO?

Over the past year MPLY returned +13.58% vs +18.56% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), MPLY annualized +22.42% vs +22.68% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MPLY or VOO?

MPLY has been the more volatile fund at 16.7% annualized versus 11.8% for VOO. Worst drawdown: MPLY -13.6% vs VOO -8.9%.

Should I hold both MPLY and VOO?

MPLY and VOO have a monthly-return correlation of 0.96, 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 MPLY and VOO?

88.2% of MPLY's money is in holdings VOO also owns. 52.6% of VOO's is in holdings MPLY also owns. They hold 90 positions in common, counted across the 100 positions we hold weights for in MPLY and 494 in VOO.

Which pays a higher dividend, MPLY or VOO?

MPLY yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than MPLY?

VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. VOO is less concentrated, with 37.6% 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.