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 110 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.73B | Dec 2009 | MDLV vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 36.23B | Sep 2000 | MDLV vs SPYV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 27.22B | Jul 2000 | MDLV vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.32B | Jun 2004 | MDLV vs ILCV | |
| Vanguard Value ETF | 0.04% | 254.20B | Jan 2004 | MDLV vs VTV |
Best Risk-Adjusted Alternatives to MDLV
MDLV has a PortfoliosLab risk / return rank of 87. There are 65 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 MSCI USA Value Factor ETF | 97 | 9.07B | Apr 2013 | MDLV vs VLUE | |
| Invesco Large Cap Value ETF | 97 | 1.72B | Mar 2005 | MDLV vs PWV | |
| SEI QiM U.S. Large Cap Value Active ETF | 96 | 956.28M | May 2022 | MDLV vs SEIV | |
| iShares Russell Top 200 Value ETF | 96 | 3.98B | Sep 2009 | MDLV vs IWX | |
| Schwab Fundamental U.S. Large Company Index ETF | 96 | 26.79B | Aug 2013 | MDLV vs FNDX |
Top Performing MDLV Alternatives (YTD)
MDLV is at 12.94% YTD. There are 109 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 45.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 45.95% | 9.07B | Apr 2013 | MDLV vs VLUE | |
| VictoryShares Free Cash Flow ETF | 28.74% | 9.18B | Jun 2023 | MDLV vs VFLO | |
| iShares Core Dividend ETF | 27.57% | 1.71B | Nov 2017 | MDLV vs DIVB | |
| Bushido Capital US Equity ETF | 24.79% | 479.57M | Sep 2023 | MDLV vs SMRI | |
| Avantis U.S. Large Cap Value ETF | 24.76% | 17.85B | Sep 2021 | MDLV vs AVLV |
Lowest Volatility Alternatives to MDLV
MDLV has 9.12% 1-year volatility. There are 4 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.02% | 60.32M | Oct 2025 | MDLV vs KWIN | |
| Franklin Income Equity Focus ETF | 8.34% | 135.67M | Sep 2016 | MDLV vs INCE | |
| Bahl & Gaynor Income Growth ETF | 8.96% | 342.03M | Sep 2023 | MDLV vs BGIG | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.04% | 6.25B | Jun 2006 | MDLV vs DLN | |
| Absolute Select Value ETF | 9.12% | 143.00M | Jan 2020 | MDLV vs ABEQ |
Lowest Drawdown Alternatives to MDLV
MDLV has a 1-year max drawdown of -4.27%. There is 1 ETF in the Large Cap Value Equities category with a shallower 1-year drawdown, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Large Cap Value ETF | -4.05% | 1.72B | Mar 2005 | MDLV vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.77B | Mar 2006 | MDLV vs FDL | |
| Franklin Income Equity Focus ETF | -4.90% | 135.67M | Sep 2016 | MDLV vs INCE | |
| Hartford US Value ETF | -4.93% | 49.18M | Dec 2023 | MDLV vs VMAX | |
| First Trust Large Cap Value AlphaDEX Fund | -5.13% | 1.40B | May 2007 | MDLV vs FTA |
Often Compared With MDLV
Investors most often compare MDLV with HDV, ELCV, DVAL. 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