Monopoly ETFs Overview: The rise of monopoly-themed ETFs, such as the newly launched Strategy Shares Monopoly ETF (MPLY), reflects investor interest in companies with dominant market positions and strong pricing power, which often leads to higher margins and economic rents.
Performance Comparison: MPLY has outperformed the S&P 500 with a YTD return of +21.55% since its launch in May 2025, while the older VanEck Morningstar Wide Moat ETF (MOAT) has struggled, underperforming the S&P 500 with a 10-year annualized return of 14.47%.
Investment Strategies: MPLY focuses on large-cap stocks with monopolistic attributes without the constraints of a value strategy, while MOAT attempts to prioritize value, which has led to missed opportunities in high-performing stocks like Nvidia and Apple.
Market Dynamics: The changing stock market landscape, particularly the dominance of the "Magnificent 7" tech stocks, has rendered MOAT's value-focused approach less effective, highlighting the potential advantages of MPLY's more straightforward monopoly investment strategy.
Wall Street analysts forecast SCHG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SCHG is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Analyst Rating
Wall Street analysts forecast SCHG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SCHG is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
0 Hold
0 Sell
Current: 31.900
Low
Averages
High
Current: 31.900
Low
Averages
High
No data
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
