Screener
MDLV vs LVDS
Morgan Dempsey Large Cap Value ETF vs JPMorgan Fundamental Data Science Large Value ETF
Key differences
Both MDLV and LVDS are equity ETFs. MDLV charges 0.58% a year and LVDS 0.30%. The main difference: LVDS costs 0.28% less per year.
- LVDS costs 0.28% less per year.
- LVDS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MDLV | LVDS | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.30% |
| Fund size (AUM) | $40M | $103M |
| Since | 2023 | 2003 |
| Dividend yield | 2.82% | 1.37% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.1% | N/A |
| CAGR 3Y | +13.6% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.93 | N/A |
| Volatility 1Y | 8.77% | — |
| Max drawdown | -10.71% | -6.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.