Screener
DFLV vs MDLV
Dimensional US Large Cap Value ETF vs Morgan Dempsey Large Cap Value ETF
Key differences
Both DFLV and MDLV are equity ETFs. DFLV charges 0.21% a year and MDLV 0.58%. The main difference: DFLV costs 0.37% less per year.
- DFLV costs 0.37% less per year.
- DFLV is much larger than MDLV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFLV has delivered higher annualized returns.
Side-by-side comparison
| DFLV | MDLV | |
|---|---|---|
| Annual cost (TER) | 0.21% | 0.58% |
| Fund size (AUM) | $6.2B | $40M |
| Since | 2022 | 2023 |
| Dividend yield | 1.42% | 2.82% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +32.8% | +21.1% |
| CAGR 3Y | +20.3% | +13.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.15 | 0.93 |
| Volatility 1Y | 11.35% | 8.77% |
| Max drawdown | -16.80% | -10.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.