Monopoly ETFs

Top Monopoly ETFs

Owning a monopoly ETF lets you ride dozens of entrenched market leaders at once, so if one titan stumbles, your portfolio still hums.

Each constituent enjoys moat-driven pricing power—think “price-makers,” not “price-takers”—so the fund channels those outsized margins without the single-company stress. Regular index or manager rebalancing quietly ejects fallen empires and recruits rising hegemons, keeping the roster fresh with zero effort from you. Because the heavy lifting of research, weighting and monitoring is done by professionals, you skip hours of 10-K reading while still harnessing blue-chip quality. Traded like a stock, the ETF delivers instant liquidity and typically sub-0.5 % fees—far cheaper than piecing together a dozen monopolists yourself. Net result: one click captures the “toll-road” economics of multiple monopolies—diversified, disciplined and cost-savvy.

Monopoly ETF (MPLY) by Strategy Shares

Strategy Shares Monopoly ETF (MPLY) zeroes in on companies exhibiting “Monopolistic Attributes” such as brand dominance, high barriers to entry, and durable pricing power, giving investors exposure to firms that can convert structural advantages into outsized economic rents and persistent earnings growth. By owning businesses that can raise prices without losing customers—often thanks to regulatory exclusivity, network effects, or vertical integration—the fund seeks long-term capital appreciation that may outpace broad-market beta across economic cycles.
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Seasoned manager Neil Azous (28 years at Goldman Sachs, UBS, DLJ) steers security selection and risk oversight, backed by Rational Advisors and Rareview Capital. A competitive 0.79% gross expense ratio keeps costs in check for an actively managed thematic strategy. MPLY offers a differentiated, high-conviction route for investors looking to capture the compounding power of entrenched market leaders.

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Fund Fact Sheet

Objective & Approach: Seeks long-term capital appreciation by investing in stocks that display monopolistic or oligopolistic dominance, identified through metrics like regulatory exclusivity, network effects and supply-chain control.
Ticker / Exchange / Launch: Trades as MPLY on Cboe BZX; fund inception 14 May 2025 with an annual distribution schedule.
Cost Efficiency: 0.79 % gross expense ratio—low for an actively managed thematic ETF—helps preserve net returns.
Experienced Stewardship: Managed by Rareview Capital’s Neil Azous, leveraging nearly three decades of institutional-grade investment experience.
Industry Tilt: Concentration in sectors where market power is entrenched—Infrastructure, Exchanges, Aerospace, Payments—provides targeted exposure to firms with sustainable pricing power.

Tema Monopolies and Oligopolies (TOLL) ETF

Tema Durable Quality ETF (TOLL) homes in on businesses with near-monopoly moats—regulatory protection, network effects, and irreplaceable assets—so cash flows stay stout when the economy wobbles. Since launching on 10 May 2023, its NAV has climbed ≈ +36.5%, outpacing the Morningstar Wide Moat Focus Index by roughly 9.7 ppts and the broad market. A concentrated 43-stock roster led by GE, Visa, and S&P Global captures “toll-road” assets that can raise prices ahead of inflation, bolstering margin resilience. Investors pay a lean 0.55% expense ratio for a 95% active-share strategy that still trades smoothly (~$533M implied liquidity), marrying stock-picker alpha with ETF efficiency. Seasoned CIO Yuri Khodjamirian’s quality discipline gives TOLL a defensive-growth profile that can anchor a core equity sleeve through cycles.

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Quick stats: Active equity ETF, ticker TOLL, Cboe BZX; incepted 10 May 2023 and renamed “Durable Quality” on 27 Jun 2025.
Mandate: Seeks long-term growth from companies with economies of scale, network effects, non-replicable assets or regulatory advantages that confer durable pricing power.
Portfolio makeup: 43 holdings, 81 % large/mega-caps; sector tilt Financials 27 %, Industrials 25 %, IT 19 %; 90 % North America, 10 % Europe.
Cost & efficiency: 0.55 % net expense ratio, 30-day SEC yield 0.52 %, 95 % active share; implied liquidity about 16 M shares / $533 M.
Performance edge: NAV +36.5 % since inception and +9.8 % over the past year, beating its wide-moat benchmark by ≈ 9.7 % and 4.4 %, respectively.

Tema Monopolies and Oligopolies (TOLL) ETF

VanEck Morningstar Wide Moat ETF (MOAT) delivers rules-based access to U.S. companies that Morningstar analysts judge to have durable competitive advantages (“wide moats”) and attractive valuations. That quality tilt has still produced double-digit annualized returns of ≈ 12.7% over the past decade, demonstrating resilience across market cycles. With ≈ $12.7 billion in assets spread across just 53 holdings, investors gain diversified yet high-conviction exposure to blue-chip innovators at scale and with ample liquidity. A lean 0.47% net expense ratio and 1.32% 30-day SEC yield keep carrying costs low while adding a modest income stream. Since its 2012 debut—and 2016 rule tweaks that enlarged the index and lowered turnover—MOAT has offered a time-tested, disciplined route to compound wide-moat advantages in a single ETF wrapper.

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Mandate & index: Seeks to replicate the Morningstar Wide Moat Focus Index, targeting U.S. stocks with sustainable competitive edges trading below fair value.
Fund facts: Ticker MOAT, Cboe listing, incepted 24 Apr 2012; currently holds 53 stocks.
Portfolio tilt: Largest sector weights—Information Technology 24 %, Health Care 23.5 %, Industrials 18.5 %; top positions include Boeing, Corteva and Veeva Systems.
Costs & yield: 0.45 % management fee / 0.47 % net expense ratio (capped to 0.49 % through Feb 2026) plus a 1.32 % SEC yield for added income.
Scale & trading: $12.7 B AUM and a 52-week NAV range of $76.55–$98.70 underpin deep liquidity for efficient execution.