Morgan Dempsey Large Cap Value ETF (MDLV) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with MDLV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MDLV
MDLV charges 0.58% annually. There are 101 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Value ETF | 0.04% | 238.00B | Jan 2004 | MDLV vs VTV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.54B | Dec 2009 | MDLV vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.22B | Sep 2000 | MDLV vs SPYV | |
| iShares Morningstar Value ETF | 0.04% | 1.27B | Jun 2004 | MDLV vs ILCV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.12B | Jul 2000 | MDLV vs IUSV |
Best Risk-Adjusted Alternatives to MDLV
MDLV has a PortfoliosLab risk / return rank of 75. There are 56 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor ETF | 97 | 15.87B | Apr 2013 | MDLV vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 94 | 956.28M | May 2022 | MDLV vs SEIV | |
| Avantis U.S. Large Cap Value ETF | 92 | 12.01B | Sep 2021 | MDLV vs AVLV | |
| LSV Disciplined Value ETF | 92 | 617.15M | Dec 2024 | MDLV vs LSVD | |
| Schwab Fundamental U.S. Large Company Index ETF | 92 | 25.47B | Aug 2013 | MDLV vs FNDX |
Top Performing MDLV Alternatives (YTD)
MDLV is at 10.21% YTD. There are 82 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 47.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor ETF | 47.08% | 15.87B | Apr 2013 | MDLV vs VLUE | |
| Clough Select Equity ETF | 32.12% | 52.30M | Nov 2020 | MDLV vs CBSE | |
| Eventide High Dividend ETF | 21.94% | 150.61M | Sep 2024 | MDLV vs ELCV | |
| Astoria US Equal Weight Quality Kings ETF | 21.08% | 164.26M | Jul 2023 | MDLV vs ROE | |
| Schwab Fundamental International Equity ETF | 20.97% | 24.55B | Aug 2013 | MDLV vs FNDF |
Lowest Volatility Alternatives to MDLV
MDLV has 8.76% 1-year volatility. No ETFs in the Large Cap Value Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 8.79%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| CornerCap Fundametrics Large-Cap ETF FUNL | 8.79% | 212.00M | Aug 2020 | MDLV vs FUNL | |
| Absolute Select Value ETF | 8.92% | 140.50M | Jan 2020 | MDLV vs ABEQ | |
| Bahl & Gaynor Income Growth ETF | 8.99% | 342.03M | Sep 2023 | MDLV vs BGIG | |
| Opal Dividend Income ETF | 9.31% | 247.48M | Jan 2021 | MDLV vs DIVZ | |
| WisdomTree U.S. Total Dividend Fund | 9.31% | 1.58B | Jun 2006 | MDLV vs DTD |
Lowest Drawdown Alternatives to MDLV
MDLV has a 1-year max drawdown of -4.27%. There are 2 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -3.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| CornerCap Fundametrics Large-Cap ETF FUNL | -3.83% | 212.00M | Aug 2020 | MDLV vs FUNL | |
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.50B | Mar 2005 | MDLV vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.39B | Mar 2006 | MDLV vs FDL | |
| Pacer Global Cash Cows Dividend ETF | -4.77% | 3.35B | Feb 2016 | MDLV vs GCOW | |
| Hartford US Value ETF | -4.93% | 46.97M | Dec 2023 | MDLV vs VMAX |
Often Compared With MDLV
Investors most often compare MDLV with HDV, DVAL, SPLV. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare MDLV with Any Fund or Stock
Compare MDLV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MDLV with funds that move differently
Morgan Dempsey Large Cap Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MDLV.
Explore MDLV Diversifiers