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JAVA vs MDLV
JPMorgan Active Value ETF vs Morgan Dempsey Large Cap Value ETF
Key differences
Both JAVA and MDLV are equity ETFs. JAVA charges 0.44% a year and MDLV 0.58%. The main difference: JAVA costs 0.14% less per year.
- JAVA costs 0.14% less per year.
- JAVA is much larger than MDLV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, JAVA has delivered higher annualized returns.
Side-by-side comparison
| JAVA | MDLV | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.58% |
| Fund size (AUM) | $6.5B | $40M |
| Since | 2021 | 2023 |
| Dividend yield | 1.25% | 2.82% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +23.4% | +21.1% |
| CAGR 3Y | +17.2% | +13.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.02 | 0.93 |
| Volatility 1Y | 11.33% | 8.77% |
| Max drawdown | -16.54% | -10.71% |
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