MPLY vs SHRY
Comparison between MONOPOLY ETF (MPLY, ETF) and FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF (SHRY, ETF).
MPLY vs SHRY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MPLY
$15M
SHRY
$15M
Expense Ratio
MPLY
0.79%
Winner
SHRY
0.60%
Max Drawdown
Winner
MPLY
13.57%
SHRY
36.67%
Sharpe Ratio
Winner
MPLY
1.35
SHRY
0.04
5Y Beta
MPLY
1.20
Winner
SHRY
0.59
P/E Ratio
MPLY
33.60
Winner
SHRY
13.79
Forward P/E
MPLY
26.34
Winner
SHRY
11.37
PEG Ratio
MPLY
0.63
Winner
SHRY
0.27
5Y Dividends CAGR
MPLY
N/A
SHRY
11.17%
5Y EPS CAGR
Winner
MPLY
30.26%
SHRY
13.78%
Debt to Equity
MPLY
N/A
SHRY
75.64%
MPLY vs SHRY - Holdings Comparison
MPLY and SHRY have 20 common holdings. Overlap is 11.53%
MPLY's top 25 holdings weight is 82.56%. SHRY's top 25 holdings weight is 74.97%.
| Rank | MPLY | SHRY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 10.32% | FOX CORP CLASS A (FOXA) - 5.78% |
| #2 | APPLE INC (AAPL) - 9.82% | METLIFE INC (MET) - 5.33% |
| #3 | ALPHABET INC CLASS C (GOOG) - 9.49% | QUALCOMM INC (QCOM) - 4.20% |
| #4 | MICROSOFT CORP (MSFT) - 7.27% | PAYPAL HOLDINGS INC (PYPL) - 4.14% |
| #5 | AMAZON.COM INC (AMZN) - 6.05% | FISERV INC (FISV) - 4.08% |
| #6 | n/a (TSM) - 5.27% | COMCAST CORP CLASS A (CMCSA) - 4.06% |
| #7 | BROADCOM INC (AVGO) - 4.55% | D.R. HORTON INC (DHI) - 3.96% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.80% | AMERIPRISE FINANCIAL INC (AMP) - 3.51% |
| #9 | TESLA INC (TSLA) - 3.72% | ADOBE INC (ADBE) - 3.26% |
| #10 | ELI LILLY AND CO (LLY) - 2.77% | ALTRIA GROUP INC (MO) - 2.94% |
| #11 | WALMART INC (WMT) - 2.42% | THE KROGER CO (KR) - 2.90% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.98% | SLB LTD (SLB) - 2.77% |
| #13 | ASML HOLDING NV ADR (ASML) - 1.75% | AFLAC INC (AFL) - 2.75% |
| #14 | VISA INC CLASS A (V) - 1.60% | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 2.72% |
| #15 | ORACLE CORP (ORCL) - 1.50% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.51% |
| #16 | CISCO SYSTEMS INC (CSCO) - 1.21% | BOOKING HOLDINGS INC (BKNG) - 2.30% |
| #17 | COSTCO WHOLESALE CORP (COST) - 1.12% | ALLSTATE CORP (ALL) - 2.27% |
| #18 | MASTERCARD INC CLASS A (MA) - 1.11% | VALERO ENERGY CORP (VLO) - 2.24% |
| #19 | CATERPILLAR INC (CAT) - 1.10% | CONOCOPHILLIPS (COP) - 2.18% |
| #20 | LAM RESEARCH CORP (LRCX) - 1.05% | HCA HEALTHCARE INC (HCA) - 2.03% |
| #21 | ABBVIE INC (ABBV) - 1.01% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.98% |
| #22 | APPLIED MATERIALS INC (AMAT) - 1.00% | COLGATE-PALMOLIVE CO (CL) - 1.93% |
| #23 | UNITEDHEALTH GROUP INC (UNH) - 0.95% | PHILLIPS 66 (PSX) - 1.79% |
| #24 | NETFLIX INC (NFLX) - 0.88% | CHENIERE ENERGY INC (LNG) - 1.72% |
| #25 | THE HOME DEPOT INC (HD) - 0.82% | PROCTER & GAMBLE CO (PG) - 1.62% |
| Total Holdings | 98 | 51 |
MPLY vs SHRY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MPLY
-0.90%
SHRY
-3.43%
3M
Winner
MPLY
+13.95%
SHRY
-1.26%
6M
Winner
MPLY
+8.31%
SHRY
+1.16%
1Y
Winner
MPLY
+27.03%
SHRY
+3.87%
5Y(CAGR)
MPLY
N/A
SHRY
+7.99%
10Y(CAGR)
MPLY
N/A
SHRY
+10.47%
Max(CAGR)
Winner
MPLY
+25.95%
SHRY
+10.47%
MPLY vs SHRY - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | MPLY | SHRY |
|---|---|---|
| 2026 | +7.01% | +0.88% |
| 2025 | +20.41% | +7.21% |
| 2024 | N/A | +17.84% |
| 2023 | N/A | +17.52% |
| 2022 | N/A | -14.18% |
| 2021 | N/A | +31.62% |
| 2020 | N/A | +11.50% |
| 2019 | N/A | +30.14% |
| 2018 | N/A | -9.35% |
| 2017 | N/A | +10.12% |
MPLY vs SHRY Drawdown Comparison
The maximum drawdown for MPLY was -13.46%, occurring on Mar 30, 2026. Recovery took 116 trading sessions.
The maximum drawdown for SHRY was -36.67%, occurring on Mar 23, 2020. Recovery took 190 trading sessions.
The current MPLY drawdown is -3.32%. The current SHRY drawdown is -6.32%.
| Rank | MPLY | SHRY |
|---|---|---|
| #1 | -13.46% Oct 29, 2025 - Apr 17, 2026 | -36.67% Feb 12, 2020 - Nov 11, 2020 |
| #2 | -5.93% Jun 2, 2026 - Jun 10, 2026 | -23.94% Jan 4, 2022 - Dec 26, 2023 |
| #3 | -3.35% Oct 8, 2025 - Oct 24, 2025 | -19.56% Sep 21, 2018 - Apr 24, 2019 |
| #4 | -2.88% Aug 14, 2025 - Sep 5, 2025 | -15.34% Nov 29, 2024 - Jun 30, 2025 |
| #5 | -2.74% May 19, 2025 - Jun 3, 2025 | -10.31% Jan 26, 2018 - Aug 28, 2018 |
| #6 | -2.50% May 14, 2026 - May 28, 2026 | -7.52% Apr 24, 2019 - Jul 1, 2019 |
| #7 | -2.18% Jul 28, 2025 - Aug 6, 2025 | -7.20% Oct 6, 2025 - Jan 14, 2026 |
| #8 | -1.89% Sep 22, 2025 - Oct 6, 2025 | -6.37% Jul 26, 2019 - Sep 12, 2019 |
| #9 | -1.62% Jun 12, 2025 - Jun 24, 2025 | -6.32% Mar 2, 2026 - Jun 18, 2026 |
| #10 | -1.08% Jul 3, 2025 - Jul 16, 2025 | -5.49% Mar 28, 2024 - May 15, 2024 |
| #11 | -0.98% Apr 27, 2026 - Apr 30, 2026 | -4.90% Sep 2, 2021 - Oct 21, 2021 |
| #12 | -0.97% Apr 17, 2026 - Apr 22, 2026 | -4.77% Sep 12, 2019 - Oct 28, 2019 |
| #13 | -0.90% Apr 22, 2026 - Apr 24, 2026 | -4.54% Nov 16, 2021 - Dec 23, 2021 |
| #14 | -0.71% Jun 4, 2025 - Jun 6, 2025 | -4.52% Jan 20, 2021 - Feb 8, 2021 |
| #15 | -0.61% Jun 30, 2025 - Jul 2, 2025 | -4.50% Jul 3, 2025 - Oct 2, 2025 |
Correlation
Correlation between MPLY and SHRY is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.45
-101
Dividend Comparison (2017 - 2026)
MPLY vs SHRY dividend yield comparison.
| Year | MPLY | SHRY |
|---|---|---|
| 2026 | 0.00% | 0.27% |
| 2025 | 0.13% | 1.73% |
| 2024 | 0.00% | 1.76% |
| 2023 | 0.00% | 1.49% |
| 2022 | 0.00% | 1.52% |
| 2021 | 0.00% | 0.98% |
| 2020 | 0.00% | 1.65% |
| 2019 | 0.00% | 1.54% |
| 2018 | 0.00% | 1.89% |
| 2017 | 0.00% | 0.55% |
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