MDLV vs CVAR
Comparison between MORGAN DEMPSEY LARGE CAP VALUE ETF (MDLV, ETF) and CULTIVAR ETF (CVAR, ETF).
MDLV vs CVAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MDLV
$43M
Winner
CVAR
$43M
Expense Ratio
Winner
MDLV
0.58%
CVAR
0.87%
Max Drawdown
Winner
MDLV
11.45%
CVAR
20.48%
Sharpe Ratio
Winner
MDLV
1.52
CVAR
1.18
5Y Beta
Winner
MDLV
0.36
CVAR
0.53
P/E Ratio
Winner
MDLV
19.70
CVAR
27.51
Forward P/E
MDLV
17.34
Winner
CVAR
15.82
PEG Ratio
MDLV
0.83
Winner
CVAR
-0.20
5Y EPS CAGR
Winner
MDLV
7.21%
CVAR
4.32%
Debt to Equity
Winner
MDLV
-78.02%
CVAR
57.81%
P/S Ratio
MDLV
2.46
Winner
CVAR
1.32
P/B Ratio
MDLV
3.08
Winner
CVAR
2.20
MDLV vs CVAR - Holdings Comparison
MDLV and CVAR have 6 common holdings. Overlap is 4.25%
MDLV's top 25 holdings weight is 75.61%. CVAR's top 25 holdings weight is 46.93%.
| Rank | MDLV | CVAR |
|---|---|---|
| #1 | STATE STREET® SPDR® BLMBG1-3MTHT-BILLETF (BIL) - 4.97% | UNITED STATES TREASURY BONDS 2.875% (n/a) - 3.72% |
| #2 | EXXONMOBIL HOLDINGS CORP (XOM) - 3.83% | MARKETAXESS HOLDINGS INC (MKTX) - 3.06% |
| #3 | CISCO SYSTEMS INC (CSCO) - 3.76% | HEALTHCARE SERVICES GROUP INC (HCSG) - 2.90% |
| #4 | ENTERGY CORP (ETR) - 3.75% | UNITED STATES TREASURY BONDS 4.625% (n/a) - 2.73% |
| #5 | CITIGROUP INC (C) - 3.67% | KIMBERLY-CLARK CORP (KMB) - 2.36% |
| #6 | CUMMINS INC (CMI) - 3.54% | CORE LABORATORIES INC (CLB) - 2.26% |
| #7 | WEC ENERGY GROUP INC (WEC) - 3.27% | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 2.17% |
| #8 | PEMBINA PIPELINE CORP (n/a) - 3.23% | HUMANA INC (HUM) - 1.98% |
| #9 | JOHNSON & JOHNSON (JNJ) - 3.22% | DOLLAR GENERAL CORP (DG) - 1.85% |
| #10 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 3.07% | ILLUMINA INC (ILMN) - 1.82% |
| #11 | CHEVRON CORP (CVX) - 3.05% | NORTHWEST NATURAL HOLDING CO (NWN) - 1.64% |
| #12 | COCA-COLA CO (KO) - 2.94% | EVERSOURCE ENERGY (ES) - 1.62% |
| #13 | ONEOK INC (OKE) - 2.90% | LAMB WESTON HOLDINGS INC (LW) - 1.60% |
| #14 | AT&T INC (T) - 2.85% | INTUIT INC (INTU) - 1.59% |
| #15 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.85% | BIO-TECHNE CORP (TECH) - 1.51% |
| #16 | GENERAL DYNAMICS CORP (GD) - 2.81% | VEEVA SYSTEMS INC CLASS A (VEEV) - 1.50% |
| #17 | WELLS FARGO & CO (WFC) - 2.70% | THE HERSHEY CO (HSY) - 1.47% |
| #18 | LOCKHEED MARTIN CORP (LMT) - 2.62% | PAYCOM SOFTWARE INC (PAYC) - 1.46% |
| #19 | EVERSOURCE ENERGY (ES) - 2.42% | UNITEDHEALTH GROUP INC (UNH) - 1.45% |
| #20 | VOYA FINANCIAL INC (VOYA) - 2.41% | BIOGEN INC (BIIB) - 1.42% |
| #21 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.39% | ZOETIS INC CLASS A (ZTS) - 1.42% |
| #22 | MERCK & CO INC (MRK) - 2.38% | PROTO LABS INC (PRLB) - 1.36% |
| #23 | CME GROUP INC CLASS A (CME) - 2.34% | QORVO INC (QRVO) - 1.35% |
| #24 | VERIZON COMMUNICATIONS INC (VZ) - 2.33% | GLOBAL PAYMENTS INC (GPN) - 1.35% |
| #25 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.31% | DASSAULT SYSTEMES SE ADR (DASTY) - 1.34% |
| Total Holdings | 39 | 89 |
MDLV vs CVAR - Historical Returns
Returns include dividend reinvestment.
1M
MDLV
+2.67%
Winner
CVAR
+8.26%
3M
MDLV
+3.11%
Winner
CVAR
+11.40%
6M
MDLV
+4.33%
Winner
CVAR
+6.06%
1Y
Winner
MDLV
+18.79%
CVAR
+18.47%
5Y(CAGR)
MDLV
N/A
CVAR
+7.77%
Max(CAGR)
Winner
MDLV
+11.46%
CVAR
+7.77%
MDLV vs CVAR - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | MDLV | CVAR |
|---|---|---|
| 2026 | +13.62% | +11.99% |
| 2025 | +13.72% | +14.83% |
| 2024 | +9.31% | +3.11% |
| 2023 | +0.69% | +11.01% |
| 2022 | N/A | -6.34% |
| 2021 | N/A | +0.71% |
MDLV vs CVAR Drawdown Comparison
The maximum drawdown for MDLV was -10.71%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The maximum drawdown for CVAR was -19.39%, occurring on Sep 27, 2022. Recovery took 197 trading sessions.
The current MDLV drawdown is -0.52%.
| Rank | MDLV | CVAR |
|---|---|---|
| #1 | -10.71% Feb 28, 2025 - Jul 3, 2025 | -19.39% Apr 20, 2022 - Feb 1, 2023 |
| #2 | -10.05% Apr 28, 2023 - Jan 2, 2024 | -18.68% Feb 2, 2023 - Jul 16, 2024 |
| #3 | -7.77% Oct 18, 2024 - Feb 25, 2025 | -13.51% Dec 2, 2024 - Jul 1, 2025 |
| #4 | -4.27% Mar 2, 2026 - May 18, 2026 | -8.45% Feb 27, 2026 - Aug 4, 2026 |
| #5 | -3.88% Mar 28, 2024 - May 10, 2024 | -6.66% Oct 27, 2025 - Dec 11, 2025 |
| #6 | -3.79% May 17, 2024 - Jul 16, 2024 | -5.75% Jul 17, 2024 - Sep 13, 2024 |
| #7 | -2.90% Jul 23, 2025 - Aug 22, 2025 | -5.42% Jan 14, 2022 - Mar 25, 2022 |
| #8 | -2.78% Aug 1, 2024 - Aug 16, 2024 | -4.37% Jul 23, 2025 - Aug 22, 2025 |
| #9 | -2.56% Jun 12, 2026 - Jul 7, 2026 | -3.64% Oct 18, 2024 - Nov 6, 2024 |
| #10 | -2.42% Oct 27, 2025 - Nov 12, 2025 | -3.35% Oct 3, 2025 - Oct 22, 2025 |
| #11 | -2.34% Oct 3, 2025 - Oct 27, 2025 | -2.78% Nov 11, 2024 - Nov 25, 2024 |
| #12 | -2.27% Jan 30, 2024 - Feb 23, 2024 | -2.59% Jul 10, 2025 - Jul 23, 2025 |
| #13 | -2.20% Jul 17, 2024 - Jul 26, 2024 | -2.49% Mar 29, 2022 - Apr 20, 2022 |
| #14 | -1.96% Jul 13, 2026 - Jul 24, 2026 | -2.38% Jan 26, 2026 - Feb 11, 2026 |
| #15 | -1.88% May 22, 2026 - Jun 11, 2026 | -1.68% Sep 30, 2024 - Oct 14, 2024 |
Correlation
Correlation between MDLV and CVAR is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2022 - 2026)
MDLV vs CVAR dividend yield comparison.
| Year | MDLV | CVAR |
|---|---|---|
| 2026 | 1.32% | 0.00% |
| 2025 | 3.00% | 1.53% |
| 2024 | 2.78% | 3.57% |
| 2023 | 2.35% | 1.41% |
| 2022 | 0.00% | 5.52% |
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