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Morgan Dempsey Large Cap Value ETF (MDLV) belongs to the US Large Cap Value segment. Columbia U.S. Equity Income ETF (EQIN) is part of the US High Dividend segment. MDLV's top 3 sector exposures are Financials, Industrials and Utilities. In contrast, EQIN's top sector exposures are Financials, Energy and Industrials. MDLV is more expensive with a Total Expense Ratio (TER) of 0.66%, versus 0.35% for EQIN. MDLV is up 6.84% year-to-date (YTD) with +$1M in YTD flows. EQIN performs worse with 4.07% YTD performance, and +$2M in YTD flows. Run a side-by-side ETF comparison of MDLV and EQIN below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MDLV EQIN | -2.42%-4.01% | +6.39%+3.16% | +6.84%+4.07% | +17.02%+12.46% | n/a+46.71% | n/a+64.20% |
| Flows | MDLV EQIN | +$2M-$3M | +$1M+$5M | +$1M+$2M | +$12M+$93M | -+$185M | -+$222M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MDLV EQIN | +9.15%+11.50% | +12.06%+14.31% | n/a+12.53% | n/a+14.91% |
| Max drawdown | MDLV EQIN | -3.12%-4.01% | -10.01%-10.53% | n/a-13.84% | n/a-18.28% |
| Max drawdown duration | MDLV EQIN | 11d28d | 91d111d | n/a375d | n/a286d |
MDLV | EQIN | |
Last sale 3/13/2026 at 1:30 PM | $30.28 | $49.03 |
| Previous close 03/12/2026 | $30.23 | $48.99 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
MDLV | EQIN | |
|---|---|---|
| Last price | $30.28 | $49.03 |
| 1D performance | +0.19% | +0.09% |
| AuM | $37.86 M | $264.15 M |
| E/R | 0.66% | 0.35% |
MDLV | EQIN | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Morgan Dempsey Capital Management | Columbia Threadneedle Investments |
| Benchmark | - | - |
| N° of holdings | 35 | 98 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 26, 2023 | June 13, 2016 |
| ESG | No | No |
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Join J.P. Morgan’s Bram Kaplan, Head of Americas Equity Derivatives Strategy and Matt Kaufman from Calamos Investments as they dive into the growing global opportunity in autocallable income—an increasingly dominant strategy within structured products, now available through ETFs.
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