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 106 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% | 15.79B | Dec 2009 | MDLV vs SCHV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.18B | Jul 2000 | MDLV vs IUSV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | MDLV vs SPYV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | MDLV vs VTV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | MDLV vs ILCV |
Best Risk-Adjusted Alternatives to MDLV
MDLV has a PortfoliosLab risk / return rank of 76. There are 47 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 14.76B | Apr 2013 | MDLV vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 93 | 956.28M | May 2022 | MDLV vs SEIV | |
| Avantis U.S. Large Cap Value ETF | 92 | 12.01B | Sep 2021 | MDLV vs AVLV | |
| Invesco Dynamic Large Cap Value ETF | 92 | 1.53B | Mar 2005 | MDLV vs PWV | |
| Schwab Fundamental U.S. Large Company Index ETF | 90 | 26.73B | Aug 2013 | MDLV vs FNDX |
Top Performing MDLV Alternatives (YTD)
MDLV is at 9.96% YTD. There are 83 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 44.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 44.95% | 14.76B | Apr 2013 | MDLV vs VLUE | |
| Clough Select Equity ETF | 27.58% | 55.44M | Nov 2020 | MDLV vs CBSE | |
| Eventide High Dividend ETF | 22.93% | 150.61M | Sep 2024 | MDLV vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.53% | 12.01B | Sep 2021 | MDLV vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.16% | 164.26M | Jul 2023 | MDLV vs ROE |
Lowest Volatility Alternatives to MDLV
MDLV has 8.93% 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 8.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Select Value ETF | 8.94% | 141.50M | Jan 2020 | MDLV vs ABEQ | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.01% | 6.12B | Jun 2006 | MDLV vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.03% | 342.03M | Sep 2023 | MDLV vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.39% | 1.61B | Jun 2006 | MDLV vs DTD | |
| Opal Dividend Income ETF | 9.48% | 268.43M | Jan 2021 | MDLV vs DIVZ |
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 Dynamic Large Cap Value ETF | -4.05% | 1.53B | Mar 2005 | MDLV vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | MDLV vs FDL | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | MDLV vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | MDLV vs ELCV | |
| First Trust Large Cap Value AlphaDEX Fund | -5.13% | 1.30B | May 2007 | MDLV vs FTA |
Often Compared With MDLV
Investors most often compare MDLV with HDV, DVAL, EQIN. 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