Screener
MDLV vs MFSV
Morgan Dempsey Large Cap Value ETF vs MFS Active Value ETF
Key differences
- MFSV costs 0.14% less per year.
- MFSV is significantly larger than MDLV — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| MDLV | MFSV | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.44% |
| Fund size (AUM) | $38M | $443M |
| Since | 2023 | 2024 |
| Dividend yield | 2.82% | 1.49% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +22.8% | +14.6% |
| CAGR 3Y | +12.7% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.86 | N/A |
| Volatility 1Y | 8.76% | 10.34% |
| Max drawdown | -10.71% | -12.74% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to MDLV and MFSV
Explore further