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JGRW vs MDLV

Jensen Quality Growth ETF vs Morgan Dempsey Large Cap Value ETF

JGRW

Jensen Quality Growth ETF

Annual cost

0.57%

Fund size

$96M

MDLV

Morgan Dempsey Large Cap Value ETF

Annual cost

0.58%

Fund size

$40M

Key differences

Both JGRW and MDLV are equity ETFs. JGRW charges 0.57% a year and MDLV 0.58%.

Side-by-side comparison

JGRWMDLV
Annual cost (TER)0.57%0.58%
Fund size (AUM)$96M$40M
Since20242023
Dividend yield0.45%2.82%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+1.9%+21.1%
CAGR 3YN/A+13.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.93
Volatility 1Y11.85%8.77%
Max drawdown-14.63%-10.71%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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