Screener
MDLV vs LCDS
Morgan Dempsey Large Cap Value ETF vs JPMorgan Fundamental Data Science Large Core ETF
Key differences
Both MDLV and LCDS are equity ETFs. MDLV charges 0.58% a year and LCDS 0.30%. The main difference: MDLV follows a active selection strategy; LCDS uses index tracking.
- MDLV follows a active selection strategy; LCDS uses index tracking.
- LCDS costs 0.28% less per year.
Side-by-side comparison
| MDLV | LCDS | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.30% |
| Fund size (AUM) | $40M | $16M |
| Since | 2023 | 2024 |
| Dividend yield | 2.82% | 0.88% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.1% | +24.8% |
| CAGR 3Y | +13.6% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.93 | N/A |
| Volatility 1Y | 8.77% | 11.93% |
| Max drawdown | -10.71% | -17.83% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.