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MAVF vs TEQI

Matrix Advisors Value ETF vs T. Rowe Price Equity Income ETF

MAVF

Matrix Advisors Value ETF

Annual cost

0.75%

Fund size

$91M

TEQI

T. Rowe Price Equity Income ETF

Annual cost

0.54%

Fund size

$403M

Key differences

  • TEQI costs 0.21% less per year.
  • TEQI is significantly larger than MAVF — larger funds tend to be more liquid and less likely to close.
  • MAVF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MAVFTEQI
Annual cost (TER)0.75%0.54%
Fund size (AUM)$91M$403M
Since19962020
Dividend yield0.23%1.57%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+38.0%+24.4%
CAGR 3YN/A+16.7%
CAGR 5YN/A+9.8%
Sharpe 3YN/A0.99
Volatility 1Y14.03%10.61%
Max drawdown-14.87%-17.82%

Similar to MAVF and TEQI