MDYV: Solid Mid-Cap Value ETF With Some Quality Concerns
Source: SeekingAlpha
2025-03-02 00:02:25 ET
Summary
- MDYV tracks the S&P MidCap 400 Value Index, selecting mid-cap stocks with strong value and weak growth characteristics, as determined by six historical screens. Its expense ratio is 0.15%.
- Research shows exposure to the quality factor can provide an additional value tilt that's useful in down markets. However, despite a profit screen for its constituents, MDYV's quality underwhelms.
- I suggest AVMV as an alternative. Offered by Avantis Investors, AVMV specifically screens for high-quality value stocks, and my fundamental analysis confirms its factor mix is superior.
- MDYV is still a decent choice, but just not the best. I rate it a "hold" and will compare it with four mid-cap value alternatives in the article below.
Investment Thesis
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MDYV: Solid Mid-Cap Value ETF With Some Quality Concerns
Avantis U.S. Mid Cap Value ETF
NASDAQ: AVMV
AVMV Trading
-0.92% G/L:
$73.4603 Last:
12,391 Volume:
$73.77 Open:
