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LODI vs MAVF

Comparison between AAM SLC LOW DURATION INCOME ETF (LODI, ETF) and MATRIX ADVISORS VALUE ETF (MAVF, ETF).

LODI vs MAVF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
LODI
$91M
MAVF
$91M
Expense Ratio
Winner
LODI
0.15%
MAVF
0.75%
Max Drawdown
Winner
LODI
1.44%
MAVF
16.44%
Sharpe Ratio
LODI
0.59
Winner
MAVF
1.44
5Y Beta
Winner
LODI
0.00
MAVF
0.99
P/E Ratio
LODI
N/A
MAVF
20.18
Forward P/E
LODI
N/A
MAVF
17.75
PEG Ratio
LODI
N/A
MAVF
0.78
5Y EPS CAGR
LODI
N/A
MAVF
12.82%
Debt to Equity
LODI
N/A
MAVF
64.83%
P/S Ratio
LODI
N/A
MAVF
2.66
P/B Ratio
LODI
N/A
MAVF
3.66

LODI vs MAVF - Historical Returns

Returns include dividend reinvestment.

1M
LODI
+0.31%
Winner
MAVF
+1.16%
3M
LODI
+0.84%
Winner
MAVF
+6.53%
6M
LODI
+1.91%
Winner
MAVF
+9.75%
1Y
LODI
+4.98%
Winner
MAVF
+26.14%
Max(CAGR)
LODI
+5.26%
Winner
MAVF
+23.69%

LODI vs MAVF - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearLODIMAVF
2026+2.25%+12.13%
2025+6.22%+19.46%
2024+0.26%N/A

LODI vs MAVF Drawdown Comparison

The maximum drawdown for LODI was -1.01%, occurring on Apr 11, 2025. Recovery took 29 trading sessions.

The maximum drawdown for MAVF was -16.44%, occurring on Apr 8, 2025. Recovery took 68 trading sessions.

The current LODI drawdown is -0.14%. The current MAVF drawdown is -1.54%.

RankLODIMAVF
#1-1.01%
Apr 4, 2025 - May 16, 2025
-16.44%
Feb 28, 2025 - Jun 6, 2025
#2-0.75%
Feb 27, 2026 - Apr 20, 2026
-10.94%
Feb 2, 2026 - Apr 17, 2026
#3-0.73%
Jul 14, 2025 - Aug 4, 2025
-5.42%
Oct 28, 2025 - Nov 28, 2025
#4-0.61%
Sep 22, 2025 - Sep 29, 2025
-4.42%
Jun 4, 2026 - Jul 6, 2026
#5-0.59%
Dec 1, 2025 - Jan 5, 2026
-3.70%
Sep 22, 2025 - Oct 20, 2025
#6-0.57%
Sep 29, 2025 - Nov 17, 2025
-2.66%
Jul 25, 2025 - Aug 12, 2025
#7-0.39%
Aug 4, 2025 - Aug 27, 2025
-2.46%
May 8, 2026 - May 22, 2026
#8-0.39%
Sep 2, 2025 - Sep 19, 2025
-2.43%
Dec 11, 2025 - Jan 5, 2026
#9-0.38%
Dec 30, 2024 - Jan 16, 2025
-2.23%
Jan 12, 2026 - Jan 26, 2026
#10-0.38%
Jun 30, 2025 - Jul 14, 2025
-2.03%
Jun 10, 2025 - Jun 24, 2025
#11-0.34%
Jun 2, 2025 - Jun 9, 2025
-2.00%
Aug 14, 2025 - Aug 22, 2025
#12-0.33%
Feb 10, 2026 - Feb 27, 2026
-1.89%
Jul 15, 2026 - Jul 20, 2026
#13-0.32%
Mar 4, 2025 - Apr 1, 2025
-1.60%
Jul 6, 2026 - Jul 15, 2026
#14-0.30%
Jun 9, 2025 - Jun 20, 2025
-1.48%
Feb 24, 2025 - Feb 28, 2025
#15-0.30%
Feb 4, 2025 - Feb 14, 2025
-1.46%
Jul 3, 2025 - Jul 22, 2025

Correlation

Correlation between LODI and MAVF is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2024 - 2026)

LODI vs MAVF dividend yield comparison.

YearLODIMAVF
20262.46%0.00%
20255.11%0.42%
20240.38%0.00%

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