MPLY vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricMPLYVYMWinner
Expense Ratio0.79%0.04%
AUM$16M$79.0B
Dividend Yield0.00%2.86%
Holdings100568
YTD Return+8.49%+15.80%
1Y Return+19.06%+26.12%
3Y Return (annualized)-+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)17.4%14.6%
Max Drawdown-13.6%-58.8%
Fund FamilySTRATEGY SHARESVanguard (US)
CategoryEquityEquity
InceptionMay 15, 2025Nov 10, 2006

MPLY vs VYM Performance

Strategy Shares Monopoly ETF (MPLY) is a ETF from STRATEGY SHARES and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year MPLY returned +19.06% while VYM returned +26.12%. Year to date, MPLY is up 8.49% versus a gain of 15.80% for VYM.

Risk: Volatility and Drawdowns

MPLY has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 14.6% for VYM. 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 -58.8% for VYM. 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MPLY charges 0.79% per year while VYM charges 0.04%. On a $10,000 position that is $79 vs $4 annually, a gap of $75 per year that compounds over a long holding period. On income, MPLY currently yields 0.00% against 2.86% for VYM.

Holdings Overlap

15.9%overlap

MPLY and VYM share 24 holdings out of 634 unique holdings combined, representing a 15.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in MPLYWeight in VYMDifference
AVGO4.31%6.47%2.16%
WMT2.11%2.44%0.33%
ABBV1.08%1.80%0.72%
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CSCOProProPro
CATProProPro
UNHProProPro
TXNProProPro
AMGNProProPro
ABTProProPro
See all 10 holdings MPLY shares with VYM
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, MPLY or VYM?

MPLY has an expense ratio of 0.79% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $75 per year of difference.

Which performed better, MPLY or VYM?

Over the past year MPLY returned +19.06% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), MPLY annualized +24.00% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, MPLY or VYM?

MPLY has been the more volatile fund at 17.4% annualized versus 14.6% for VYM. Worst drawdown: MPLY -13.6% vs VYM -58.8%.

Should I hold both MPLY and VYM?

MPLY and VYM have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MPLY and VYM?

MPLY and VYM share 24 common holdings with a 15.9% weight overlap. Combined, they hold 634 unique securities.

Which pays a higher dividend, MPLY or VYM?

MPLY yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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