Screener
MDLV vs JAVA
Morgan Dempsey Large Cap Value ETF vs JPMorgan Active Value ETF
Key differences
MDLV is an equity ETF, while JAVA is a fixed income ETF. MDLV charges 0.58% a year and JAVA 0.44%.
- MDLV is an equity fund, while JAVA is a fixed income fund. They carry different risk/return profiles.
- 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
| MDLV | JAVA | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.44% |
| Fund size (AUM) | $40M | $6.5B |
| Since | 2023 | 2021 |
| Dividend yield | 2.82% | 1.25% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.1% | +23.4% |
| CAGR 3Y | +13.6% | +17.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.93 | 1.02 |
| Volatility 1Y | 8.77% | 11.33% |
| Max drawdown | -10.71% | -16.54% |
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