MPLY vs. MOAT

Last updated Jun 4, 2026

MPLY (Monopoly ETF) and MOAT (VanEck Vectors Morningstar Wide Moat ETF) are both Large Cap Blend Equities funds. MPLY is actively managed, while MOAT is passively managed. Over the past year, MPLY returned 30.99% vs 14.97% for MOAT. A 0.59 correlation means they provide meaningful diversification when combined. MPLY charges 0.79%/yr vs 0.48%/yr for MOAT.

Performance

MPLY vs. MOAT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monopoly ETF (MPLY) and VanEck Vectors Morningstar Wide Moat ETF (MOAT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, MPLY achieves a 9.43% return, which is significantly higher than MOAT's -0.94% return.

MPLY

• 1D: -0.93%
• 1M: 5.23%
• YTD: 9.43%
• 6M: 8.80%
• 1Y: 30.99%
• 3Y*: —
• 5Y*: —
• 10Y*: —

MOAT

• 1D: -1.37%
• 1M: 3.30%
• YTD: -0.94%
• 6M: -0.69%
• 1Y: 14.97%
• 3Y*: 11.34%
• 5Y*: 8.01%
• 10Y*: 13.37%

*Multi-year figures are annualized to reflect compound growth (CAGR)

MPLY vs. MOAT - Yearly Performance Comparison

	2026 (YTD)	2025
MPLY Monopoly ETF	9.43%	20.40%
MOAT VanEck Vectors Morningstar Wide Moat ETF	-0.94%	14.81%

Correlation

The correlation between MPLY and MOAT is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.58
Correlation (All Time) Calculated using the full available price history since May 19, 2025	0.59

The correlation between MPLY and MOAT has been stable across timeframes, ranging from 0.58 to 0.59 - a consistent structural relationship.

Return for Risk

MPLY vs. MOAT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MPLY

MPLY Risk / Return Rank: 56
MPLY Sharpe Ratio Rank: 62
MPLY Sortino Ratio Rank: 60
MPLY Omega Ratio Rank: 58
MPLY Calmar Ratio Rank: 47
MPLY Martin Ratio Rank: 54

MOAT

MOAT Risk / Return Rank: 27
MOAT Sharpe Ratio Rank: 29
MOAT Sortino Ratio Rank: 29
MOAT Omega Ratio Rank: 27
MOAT Calmar Ratio Rank: 25
MOAT Martin Ratio Rank: 27

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MPLY vs. MOAT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monopoly ETF (MPLY) and VanEck Vectors Morningstar Wide Moat ETF (MOAT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	MPLY	MOAT	Difference
Sharpe ratio: Return per unit of total volatility	2.06	1.09	+0.98
Sortino ratio: Return per unit of downside risk	2.81	1.64	+1.16
Omega ratio: Gain probability vs. loss probability	1.36	1.19	+0.17
Calmar ratio: Return relative to maximum drawdown	2.31	1.21	+1.10
Martin ratio: Return relative to average drawdown	9.17	3.77	+5.40
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

MPLY vs. MOAT - Sharpe Ratio Comparison

The current MPLY Sharpe Ratio is 2.06, which is higher than the MOAT Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of MPLY and MOAT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	MPLY	MOAT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.06	1.09	+0.98
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.44	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.72	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.02	0.77	+1.25

Drawdowns

MPLY vs. MOAT - Drawdown Comparison

The maximum MPLY drawdown since its inception was -13.46%, smaller than the maximum MOAT drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for MPLY and MOAT.

Drawdown Indicators

	MPLY	MOAT	Difference
Max Drawdown Largest peak-to-trough decline	-13.46%	-33.31%	+19.85%
Max Drawdown (1Y) Largest decline over 1 year	-13.46%	-12.43%	-1.03%
Max Drawdown (3Y) Largest decline over 3 years	—	-21.44%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-23.96%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.31%	—
Current Drawdown Current decline from peak	-0.93%	-4.72%	+3.79%
Average Drawdown Average peak-to-trough decline	-2.05%	-3.83%	+1.78%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.39%	3.98%	-0.59%

Volatility

MPLY vs. MOAT - Volatility Comparison

Monopoly ETF (MPLY) and VanEck Vectors Morningstar Wide Moat ETF (MOAT) have volatilities of 3.69% and 3.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MPLY	MOAT	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.69%	3.82%	-0.13%
Volatility (6M) Calculated over the trailing 6-month period	11.49%	9.87%	+1.62%
Volatility (1Y) Calculated over the trailing 1-year period	15.09%	13.86%	+1.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.07%	18.18%	-3.11%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.07%	18.68%	-3.61%

MPLY vs. MOAT - Expense Ratio Comparison

MPLY has a 0.79% expense ratio, which is higher than MOAT's 0.48% expense ratio.

Dividends

MPLY vs. MOAT - Dividend Comparison

MPLY's dividend yield for the trailing twelve months is around 0.12%, less than MOAT's 1.37% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MOAT VanEck Vectors Morningstar Wide Moat ETF	1.37%	1.36%	1.37%	0.86%	1.25%	1.08%	1.46%	1.31%	1.79%	1.07%	1.17%	2.13%
MPLY Monopoly ETF	0.12%	0.13%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both MPLY and MOAT in my portfolio?

MPLY and MOAT have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, MPLY or MOAT?

MOAT has higher volatility (3.82%) compared to MPLY (3.69%). In terms of maximum drawdown, MPLY dropped -13.46% vs MOAT's -33.31%.

Which ETF is better, MPLY or MOAT?

On 1-year performance, MPLY leads with 30.99% vs 14.97% for MOAT. On fees, MOAT is cheaper at 0.48% per year. On volatility, MPLY has been the lower-risk option at 3.69%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, MPLY or MOAT?

Over the 1-year period, MPLY has performed better with a 30.99% return vs 14.97%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, MPLY or MOAT?

MOAT is cheaper with a 0.48% expense ratio, compared with 0.79% for MPLY.

Which ETF pays a higher dividend yield, MPLY or MOAT?

MOAT has the higher dividend yield at 1.37%, compared with 0.12% for MPLY.

What is the main difference between MPLY and MOAT?

They also come from different issuers: Strategy Shares and VanEck. Their fees differ too: 0.79% for MPLY and 0.48% for MOAT.

Which has better risk-adjusted returns?

MPLY currently has the higher Sharpe Ratio (2.06 vs 1.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.