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CGDV vs MDLV
Capital Group Dividend Value ETF vs Morgan Dempsey Large Cap Value ETF
Key differences
- CGDV costs 0.25% less per year.
- CGDV is significantly larger than MDLV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, CGDV has delivered higher annualized returns.
Side-by-side comparison
| CGDV | MDLV | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.58% |
| Fund size (AUM) | $33.0B | $38M |
| Since | 2022 | 2023 |
| Dividend yield | 1.23% | 2.82% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +33.0% | +22.8% |
| CAGR 3Y | +25.7% | +12.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.49 | 0.86 |
| Volatility 1Y | 11.75% | 8.76% |
| Max drawdown | -21.81% | -10.71% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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