Screener
MDLV vs FBCV
Morgan Dempsey Large Cap Value ETF vs Fidelity Blue Chip Value ETF
Key differences
Both MDLV and FBCV are equity ETFs. MDLV charges 0.58% a year and FBCV 0.57%. The main difference: FBCV is much larger than MDLV. Larger funds are usually more liquid and less likely to close.
- FBCV is much larger than MDLV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FBCV has delivered higher annualized returns.
Side-by-side comparison
| MDLV | FBCV | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.57% |
| Fund size (AUM) | $40M | $162M |
| Since | 2023 | 2020 |
| Dividend yield | 2.82% | 1.42% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.1% | +25.0% |
| CAGR 3Y | +13.6% | +15.8% |
| CAGR 5Y | N/A | +8.7% |
| Sharpe 3Y | 0.93 | 0.98 |
| Volatility 1Y | 8.77% | 10.52% |
| Max drawdown | -10.71% | -15.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.