Screener
MDLV vs MCDS
Morgan Dempsey Large Cap Value ETF vs JPMorgan Fundamental Data Science Mid Core ETF
Key differences
Both MDLV and MCDS are equity ETFs. MDLV charges 0.58% a year and MCDS 0.35%. The main difference: MCDS costs 0.23% less per year.
- MCDS costs 0.23% less per year.
- MDLV is much larger than MCDS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| MDLV | MCDS | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.35% |
| Fund size (AUM) | $40M | $8M |
| Since | 2023 | 2024 |
| Dividend yield | 2.82% | 1.08% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.1% | +20.1% |
| CAGR 3Y | +13.6% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.93 | N/A |
| Volatility 1Y | 8.77% | 13.34% |
| Max drawdown | -10.71% | -20.53% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.