MPLY vs. TEXN
MPLY (Monopoly ETF) and TEXN (iShares Texas Equity ETF) are both Large Cap Blend Equities funds. MPLY is actively managed, while TEXN is passively managed. At a 0.48 correlation, their price movements are largely independent. MPLY charges 0.79%/yr vs 0.20%/yr for TEXN.
Performance
MPLY vs. TEXN - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, MPLY achieves a 9.43% return, which is significantly lower than TEXN's 25.94% return.
MPLY
- 1D
- -0.93%
- 1M
- 5.23%
- YTD
- 9.43%
- 6M
- 8.80%
- 1Y
- 30.99%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TEXN
- 1D
- -0.24%
- 1M
- 5.35%
- YTD
- 25.94%
- 6M
- 24.41%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MPLY vs. TEXN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MPLY Monopoly ETF | 9.43% | 16.64% |
TEXN iShares Texas Equity ETF | 25.94% | 8.16% |
Correlation
The correlation between MPLY and TEXN is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 25, 2025 | 0.48 |
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. TEXN — Risk / Return Rank
MPLY
TEXN
MPLY vs. TEXN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Monopoly ETF (MPLY) and iShares Texas Equity ETF (TEXN). 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 | TEXN | 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 | TEXN | 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 | 2.75 | -0.73 |
Drawdowns
MPLY vs. TEXN - Drawdown Comparison
The maximum MPLY drawdown since its inception was -13.46%, which is greater than TEXN's maximum drawdown of -6.34%. Use the drawdown chart below to compare losses from any high point for MPLY and TEXN.
Loading charts...
Drawdown Indicators
| MPLY | TEXN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.46% | -6.34% | -7.12% |
Max Drawdown (1Y)Largest decline over 1 year | -13.46% | — | — |
Current DrawdownCurrent decline from peak | -0.93% | -0.24% | -0.69% |
Average DrawdownAverage peak-to-trough decline | -2.05% | -1.12% | -0.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | — | — |
Volatility
MPLY vs. TEXN - Volatility Comparison
Loading charts...
Volatility by Period
| MPLY | TEXN | 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% | 14.19% | +0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.07% | 14.19% | +0.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.07% | 14.19% | +0.88% |
MPLY vs. TEXN - Expense Ratio Comparison
MPLY has a 0.79% expense ratio, which is higher than TEXN's 0.20% expense ratio.
Dividends
MPLY vs. TEXN - Dividend Comparison
MPLY's dividend yield for the trailing twelve months is around 0.12%, less than TEXN's 1.01% yield.
| Position | TTM | 2025 |
|---|---|---|
MPLY Monopoly ETF | 0.12% | 0.13% |
TEXN iShares Texas Equity ETF | 1.01% | 0.86% |
Frequently Asked Questions
MPLY and TEXN have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TEXN is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TEXN is cheaper with a 0.20% expense ratio, compared with 0.79% for MPLY.
TEXN has the higher dividend yield at 1.01%, compared with 0.12% for MPLY.
They also come from different issuers: Strategy Shares and iShares. Their fees differ too: 0.79% for MPLY and 0.20% for TEXN.
Find the right allocation for MPLY and TEXN
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