IVV vs MPLY
IVV vs MPLY
iShares Core S&P 500 ETF vs Strategy Shares Monopoly ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | MPLY | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.79% | |
| AUM | $865.2B | $16M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 100 | |
| YTD Return | +13.80% | +8.49% | |
| 1Y Return | +23.70% | +19.06% | |
| 3Y Return (annualized) | +21.49% | - | |
| 5Y Return (annualized) | +13.43% | - | |
| Volatility (annualized) | 15.1% | 17.4% | |
| Max Drawdown | -56.5% | -13.6% | |
| Fund Family | iShares by BlackRock (US) | STRATEGY SHARES | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | May 15, 2025 |
IVV vs MPLY Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Strategy Shares Monopoly ETF (MPLY) is a ETF from STRATEGY SHARES. Over the past year IVV returned +23.70% while MPLY returned +19.06%. Year to date, IVV is up 13.80% versus a gain of 8.49% for MPLY.
Risk: Volatility and Drawdowns
MPLY has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 15.1% 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 -56.5% for IVV and -13.6% for MPLY. 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
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 1.09% against 0.00% for MPLY.
Holdings Overlap
IVV and MPLY share 93 holdings out of 512 unique holdings combined, representing a 52.6% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in IVV | Weight in MPLY | Difference |
|---|---|---|---|
| AAPL | 7.44% | 11.65% | 4.21% |
| NVDA | 7.76% | 9.99% | 2.23% |
| GOOG | 2.53% | 9.51% | 6.98% |
| MSFT | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| AMD | Pro | Pro | Pro |
See all 10 holdings IVV shares with MPLY Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
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. On a $10,000 investment, that is $76 per year of difference.
Which performed better, IVV or MPLY?
Over the past year IVV returned +23.70% vs +19.06% for MPLY, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.05% vs +24.00% for MPLY. Past performance does not guarantee future results.
Which is riskier, IVV or MPLY?
MPLY has been the more volatile fund at 17.4% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% 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. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and MPLY?
IVV and MPLY share 93 common holdings with a 52.6% weight overlap. Combined, they hold 512 unique securities.
Which pays a higher dividend, IVV or MPLY?
IVV yields 1.09% while MPLY yields 0.00%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.