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JPSV vs MDLV

Jpmorgan Active Small Cap Value ETF vs Morgan Dempsey Large Cap Value ETF

JPSV

Jpmorgan Active Small Cap Value ETF

Annual cost

0.74%

Fund size

$25M

MDLV

Morgan Dempsey Large Cap Value ETF

Annual cost

0.58%

Fund size

$40M

Key differences

Both JPSV and MDLV are equity ETFs. JPSV charges 0.74% a year and MDLV 0.58%. The main difference: MDLV costs 0.16% less per year.

  • MDLV costs 0.16% less per year.

Side-by-side comparison

JPSVMDLV
Annual cost (TER)0.74%0.58%
Fund size (AUM)$25M$40M
Since20232023
Dividend yield1.27%2.82%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+17.9%+21.1%
CAGR 3Y+13.3%+13.6%
CAGR 5YN/AN/A
Sharpe 3Y0.590.93
Volatility 1Y15.59%8.77%
Max drawdown-22.78%-10.71%

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

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