MDLV vs. HDV
Compare and contrast key facts about Morgan Dempsey Large Cap Value ETF (MDLV) and iShares Core High Dividend ETF (HDV).
MDLV and HDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MDLV is an actively managed fund by Morgan Dempsey. It was launched on Apr 25, 2023. HDV is a passively managed fund by iShares that tracks the performance of the Morningstar Dividend Yield Focus Index. It was launched on Mar 29, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MDLV or HDV.
Correlation
The correlation between MDLV and HDV is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MDLV vs. HDV - Performance Comparison
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Key characteristics
MDLV:
0.49
HDV:
0.59
MDLV:
0.82
HDV:
0.96
MDLV:
1.12
HDV:
1.14
MDLV:
0.66
HDV:
0.85
MDLV:
2.17
HDV:
2.70
MDLV:
3.27%
HDV:
3.29%
MDLV:
12.50%
HDV:
13.38%
MDLV:
-10.71%
HDV:
-37.04%
MDLV:
-4.94%
HDV:
-5.36%
Returns By Period
In the year-to-date period, MDLV achieves a 1.95% return, which is significantly lower than HDV's 2.79% return.
MDLV
1.95%
4.44%
-2.25%
5.64%
N/A
N/A
HDV
2.79%
3.89%
-2.66%
7.58%
11.20%
8.04%
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MDLV vs. HDV - Expense Ratio Comparison
MDLV has a 0.58% expense ratio, which is higher than HDV's 0.08% expense ratio.
Risk-Adjusted Performance
MDLV vs. HDV — Risk-Adjusted Performance Rank
MDLV
HDV
MDLV vs. HDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Dempsey Large Cap Value ETF (MDLV) and iShares Core High Dividend ETF (HDV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
MDLV vs. HDV - Dividend Comparison
MDLV's dividend yield for the trailing twelve months is around 2.94%, less than HDV's 3.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDLV Morgan Dempsey Large Cap Value ETF | 2.94% | 2.78% | 2.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HDV iShares Core High Dividend ETF | 3.55% | 3.66% | 3.82% | 3.56% | 3.47% | 4.07% | 3.27% | 3.67% | 3.27% | 3.28% | 3.92% | 3.20% |
Drawdowns
MDLV vs. HDV - Drawdown Comparison
The maximum MDLV drawdown since its inception was -10.71%, smaller than the maximum HDV drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for MDLV and HDV. For additional features, visit the drawdowns tool.
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Volatility
MDLV vs. HDV - Volatility Comparison
The current volatility for Morgan Dempsey Large Cap Value ETF (MDLV) is 4.08%, while iShares Core High Dividend ETF (HDV) has a volatility of 4.57%. This indicates that MDLV experiences smaller price fluctuations and is considered to be less risky than HDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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