MPLY vs. SPXM
MPLY (Monopoly ETF) and SPXM (Azoria 500 Meritocracy ETF) are both Large Cap Blend Equities funds. Both are actively managed. A 0.54 correlation means they provide meaningful diversification when combined. MPLY charges 0.79%/yr vs 0.47%/yr for SPXM.
Performance
MPLY vs. SPXM - Performance Comparison
Loading charts...
Returns By Period
MPLY
- 1D
- -0.93%
- 1M
- 5.23%
- YTD
- 9.43%
- 6M
- 8.80%
- 1Y
- 30.99%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SPXM
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- -0.14%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MPLY vs. SPXM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MPLY Monopoly ETF | 9.43% | 14.08% |
SPXM Azoria 500 Meritocracy ETF | 0.00% | 9.16% |
Correlation
The correlation between MPLY and SPXM is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 9, 2025 | 0.54 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
MPLY vs. SPXM — Risk / Return Rank
MPLY
SPXM
MPLY vs. SPXM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Monopoly ETF (MPLY) and Azoria 500 Meritocracy ETF (SPXM). 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 | SPXM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.36 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.31 | — | — |
| Martin ratioReturn relative to average drawdown | 9.17 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| MPLY | SPXM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.02 | 1.56 | +0.46 |
Drawdowns
MPLY vs. SPXM - Drawdown Comparison
The maximum MPLY drawdown since its inception was -13.46%, which is greater than SPXM's maximum drawdown of -5.08%. Use the drawdown chart below to compare losses from any high point for MPLY and SPXM.
Loading charts...
Drawdown Indicators
| MPLY | SPXM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.46% | -5.08% | -8.38% |
Max Drawdown (1Y)Largest decline over 1 year | -13.46% | — | — |
Current DrawdownCurrent decline from peak | -0.93% | -0.75% | -0.18% |
Average DrawdownAverage peak-to-trough decline | -2.05% | -0.79% | -1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | — | — |
Volatility
MPLY vs. SPXM - Volatility Comparison
Loading charts...
Volatility by Period
| MPLY | SPXM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.49% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.09% | 8.18% | +6.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.07% | 8.18% | +6.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.07% | 8.18% | +6.89% |
MPLY vs. SPXM - Expense Ratio Comparison
MPLY has a 0.79% expense ratio, which is higher than SPXM's 0.47% expense ratio.
Dividends
MPLY vs. SPXM - Dividend Comparison
MPLY's dividend yield for the trailing twelve months is around 0.12%, less than SPXM's 0.24% yield.
| Position | TTM | 2025 |
|---|---|---|
MPLY Monopoly ETF | 0.12% | 0.13% |
SPXM Azoria 500 Meritocracy ETF | 0.24% | 0.24% |
Frequently Asked Questions
MPLY and SPXM have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SPXM is cheaper at 0.47% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SPXM is cheaper with a 0.47% expense ratio, compared with 0.79% for MPLY.
SPXM has the higher dividend yield at 0.24%, compared with 0.12% for MPLY.
They also come from different issuers: Strategy Shares and Azoria. Their fees differ too: 0.79% for MPLY and 0.47% for SPXM.
Find the right allocation for MPLY and SPXM
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer