Screener
CGVV vs MDLV
Capital Group U.S. Large Value ETF vs Morgan Dempsey Large Cap Value ETF
Key differences
Both CGVV and MDLV are equity ETFs. CGVV charges 0.33% a year and MDLV 0.58%. The main difference: CGVV follows a index tracking strategy; MDLV uses active selection.
- CGVV follows a index tracking strategy; MDLV uses active selection.
- CGVV costs 0.25% less per year.
- CGVV is much larger than MDLV. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CGVV | MDLV | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.58% |
| Fund size (AUM) | $137M | $40M |
| Since | 2025 | 2023 |
| Dividend yield | — | 2.82% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | N/A | +21.1% |
| CAGR 3Y | N/A | +13.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.93 |
| Volatility 1Y | — | 8.77% |
| Max drawdown | -10.11% | -10.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.