Compare · 2 funds side by side · dividends reinvested

MDLV and IUSV

MDLVMorgan Dempsey×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,016IUSV · best of the two

02 / 04

MDLV and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Morgan Dempsey Large Cap Value ETFUS Stock Styles · Value0.58%2.54%+15.4%+18.9%+16.7%[…]−6.1%9.2%$47M1.3

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.64%+13.8%+16.1%+19.5%+11.2%−6.4%9.6%$28.4B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: MDLV 2023 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Morgan Dempsey Large Cap Value ETF · $47M[…]

MDLV

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,016

$10,000 five years ago, dividends reinvested · they hold 16.4% in common

MDLVMeasureIUSV

+15.4%Year to dateJan 1 → Nov 3+13.8%

+18.9%1 yearTotal return+16.1%

+16.7%3 years · per year$10,000 became $15,889 · $17,084+19.5%

[…]5 years · per year$10,000 became […] · $17,016+11.2%

0.58%Expense ratio$58 · $4 a year on $10k · lower is better0.04%

2.54%Trailing 12-mo yield$254 · $164 a year on $10k1.64%

−6.1%Worst dropSmaller is better−6.4%

9.2%VolatilityLower is calmer9.6%

MDLVIUSV Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2MDLV wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MDLV vs IUSV: Top 5 Holdings

Today

MDLV

18.6%in top 5

IUSV

in top 516.8%

MDLVStockIUSV

not top 5AAPL7.8%

4.4%XOM2.4%

3.9%BILnot top 5

3.5%CVX1.4%

not top 5AMZN3.4%

3.4%ETRnot top 5

3.3%JNJnot top 5

not top 5WMT1.7%

Held in common16.4%

End-of-day Nov 3, 2026 · share of each fund

MDLV vs IUSV Returns, Every Period

Morgan DempseyMDLV

+18.9%

past year

IUSViShares

+16.1%

past year

MDLVIUSVFaded: behind in that period

2–1MDLV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

MDLV vs IUSV

YTD

Morgan DempseyMDLV

+15.4%

IUSViShares

+13.8%

+15.4%Year to date+13.8%

−6.1%Worst drop · 1Y−6.4%

9.2%Volatility · 1Y9.6%

2.5%Yield1.6%

$47.5MAssets$28.4B

4–0MDLV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MDLV, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

MDLV0.58%$58

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MDLV, IUSV

2.54%highest, MDLV

FundTrailing yieldYield$10k

MDLV2.54%$254

IUSV1.64%$164

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$196most kept, MDLV

MDLV$254 − $58 = $196

IUSV$164 − $4 = $160

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MDLV, IUSV

Today

16.4%most shared, MDLV and IUSV

MDLVIUSV

MDLV—16.4%

IUSV16.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.9%MDLV, at 9.2% volatility

MDLVWorst drop−6.1%9.2% vol

IUSVWorst drop−6.4%9.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MDLVIUSV

+15.4%Year to date+13.8%

2.5%Yield1.6%

+18.9%Past year+16.1%

0.58%Fee0.04%

3–1MDLV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026