Screener
MDLV vs JUSA
Morgan Dempsey Large Cap Value ETF vs JPMorgan U.S. Research Enhanced Large Cap ETF
Key differences
Both MDLV and JUSA are equity ETFs. MDLV charges 0.58% a year and JUSA 0.12%. The main difference: JUSA costs 0.46% less per year.
- JUSA costs 0.46% less per year.
- JUSA is much larger than MDLV. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| MDLV | JUSA | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.12% |
| Fund size (AUM) | $40M | $319M |
| Since | 2023 | 2025 |
| Dividend yield | 2.82% | 0.82% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.1% | +24.0% |
| CAGR 3Y | +13.6% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.93 | N/A |
| Volatility 1Y | 8.77% | 12.08% |
| Max drawdown | -10.71% | -14.02% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.