MDLV vs. SPLV
Compare and contrast key facts about Morgan Dempsey Large Cap Value ETF (MDLV) and Invesco S&P 500® Low Volatility ETF (SPLV).
MDLV and SPLV 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. SPLV is a passively managed fund by Invesco that tracks the performance of the S&P 500 Low Volatility Index. It was launched on May 5, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MDLV or SPLV.
Correlation
The correlation between MDLV and SPLV is 0.47, 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. SPLV - Performance Comparison
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Key characteristics
MDLV:
0.49
SPLV:
1.03
MDLV:
0.82
SPLV:
1.49
MDLV:
1.12
SPLV:
1.21
MDLV:
0.66
SPLV:
1.54
MDLV:
2.17
SPLV:
4.82
MDLV:
3.27%
SPLV:
2.92%
MDLV:
12.50%
SPLV:
13.07%
MDLV:
-10.71%
SPLV:
-36.26%
MDLV:
-4.94%
SPLV:
-2.98%
Returns By Period
In the year-to-date period, MDLV achieves a 1.95% return, which is significantly lower than SPLV's 4.33% return.
MDLV
1.95%
4.44%
-2.25%
5.64%
N/A
N/A
SPLV
4.33%
3.28%
0.12%
12.91%
10.41%
9.25%
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MDLV vs. SPLV - Expense Ratio Comparison
MDLV has a 0.58% expense ratio, which is higher than SPLV's 0.25% expense ratio.
Risk-Adjusted Performance
MDLV vs. SPLV — Risk-Adjusted Performance Rank
MDLV
SPLV
MDLV vs. SPLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Dempsey Large Cap Value ETF (MDLV) and Invesco S&P 500® Low Volatility ETF (SPLV). 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. SPLV - Dividend Comparison
MDLV's dividend yield for the trailing twelve months is around 2.94%, more than SPLV's 1.74% 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% |
SPLV Invesco S&P 500® Low Volatility ETF | 1.74% | 1.88% | 2.45% | 2.11% | 1.51% | 2.12% | 2.08% | 2.18% | 2.03% | 2.03% | 2.28% | 2.20% |
Drawdowns
MDLV vs. SPLV - Drawdown Comparison
The maximum MDLV drawdown since its inception was -10.71%, smaller than the maximum SPLV drawdown of -36.26%. Use the drawdown chart below to compare losses from any high point for MDLV and SPLV. For additional features, visit the drawdowns tool.
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Volatility
MDLV vs. SPLV - Volatility Comparison
Morgan Dempsey Large Cap Value ETF (MDLV) and Invesco S&P 500® Low Volatility ETF (SPLV) have volatilities of 4.08% and 4.19%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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