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USMD vs MAVF

CoreValues America First Technology ETF vs Matrix Advisors Value ETF

USMD

CoreValues America First Technology ETF

CoreValues

Annual cost

0.87%

Fund size

$0.3M

MAVF

Matrix Advisors Value ETF

Matrix Asset Advisors Inc

Annual cost

0.75%

Fund size

$91M

Key differences

  • MAVF costs 0.12% less per year.
  • MAVF is significantly larger than USMD — larger funds tend to be more liquid and less likely to close.
  • MAVF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

USMDMAVF
Annual cost (TER)0.87%0.75%
Fund size (AUM)$0.3M$91M
Since20261996
Dividend yield0.23%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+36.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y14.06%
Max drawdown-9.51%-14.87%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to USMD and MAVF