IVVM vs QLV

Comparison between iShares Large Cap Moderate Buffer ETF (IVVM, ETF) and FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND (QLV, ETF).

IVVM vs QLV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVVM(ETF)	QLV(ETF)
Net Assets	$169M	$170M
Expense Ratio	0.50%	0.08%
Max Drawdown	11.89%	33.95%
Sharpe Ratio	1.53	1.26
5Y Beta	0.62	0.58
P/E Ratio	N/A	22.21
Forward P/E	N/A	19.58
PEG Ratio	N/A	0.30
5Y Dividends CAGR	N/A	15.25%
5Y EPS CAGR	N/A	23.76%
Debt to Equity	N/A	-27.48%
P/S Ratio	N/A	3.27
P/B Ratio	N/A	4.72

Net Assets

IVVM

$169M

Winner

QLV

$170M

Expense Ratio

IVVM

0.50%

Winner

QLV

0.08%

Max Drawdown

Winner

IVVM

11.89%

QLV

33.95%

Sharpe Ratio

Winner

IVVM

1.53

QLV

1.26

5Y Beta

IVVM

0.62

Winner

QLV

0.58

P/E Ratio

IVVM

N/A

QLV

22.21

Forward P/E

IVVM

N/A

QLV

19.58

PEG Ratio

IVVM

N/A

QLV

0.30

5Y Dividends CAGR

IVVM

N/A

QLV

15.25%

5Y EPS CAGR

IVVM

N/A

QLV

23.76%

Debt to Equity

IVVM

N/A

QLV

-27.48%

P/S Ratio

IVVM

N/A

QLV

3.27

P/B Ratio

IVVM

N/A

QLV

4.72

IVVM vs QLV - Holdings Comparison

IVVM and QLV have 0 common holdings. Overlap is 0.00%

IVVM's top 25 holdings weight is 103.66%. QLV's top 25 holdings weight is 55.19%.

Rank	IVVM	QLV
#1	ISHARES CORE S&P 500 ETF (IVV) - 103.66%	NVIDIA CORP (NVDA) - 6.73%
#2	N/A	APPLE INC (AAPL) - 5.77%
#3	N/A	MICROSOFT CORP (MSFT) - 5.40%
#4	N/A	JOHNSON & JOHNSON (JNJ) - 4.03%
#5	N/A	EXXON MOBIL CORP (XOM) - 2.42%
#6	N/A	PROCTER & GAMBLE CO (PG) - 2.13%
#7	N/A	ALPHABET INC CLASS A (GOOGL) - 2.13%
#8	N/A	ABBVIE INC (ABBV) - 2.11%
#9	N/A	VISA INC CLASS A (V) - 2.06%
#10	N/A	COSTCO WHOLESALE CORP (COST) - 2.03%
#11	N/A	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.83%
#12	N/A	BROADCOM INC (AVGO) - 1.60%
#13	N/A	ALPHABET INC CLASS C (GOOG) - 1.58%
#14	N/A	ANALOG DEVICES INC (ADI) - 1.57%
#15	N/A	MCDONALD'S CORP (MCD) - 1.50%
#16	N/A	MASTERCARD INC CLASS A (MA) - 1.48%
#17	N/A	ELI LILLY AND CO (LLY) - 1.46%
#18	N/A	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.41%
#19	N/A	MERCK & CO INC (MRK) - 1.27%
#20	N/A	TEXAS INSTRUMENTS INC (TXN) - 1.25%
#21	N/A	COCA-COLA CO (KO) - 1.22%
#22	N/A	VERISIGN INC (VRSN) - 1.07%
#23	N/A	META PLATFORMS INC CLASS A (META) - 1.06%
#24	N/A	PALO ALTO NETWORKS INC (PANW) - 1.05%
#25	N/A	LANDSTAR SYSTEM INC (LSTR) - 1.03%
Total Holdings	1	116

IVVM vs QLV - Historical Returns

Returns include dividend reinvestment.

Period	IVVM	QLV
1 month	+0.85%	+1.53%
3 months	+5.17%	+1.66%
6 months	+5.25%	+5.08%
1 year	+15.30%	+14.30%
5 years(CAGR)	N/A	+10.65%
Max(CAGR)	+13.95%	+11.34%

IVVM

+0.85%

Winner

QLV

+1.53%

Winner

IVVM

+5.17%

QLV

+1.66%

Winner

IVVM

+5.25%

QLV

+5.08%

Winner

IVVM

+15.30%

QLV

+14.30%

5Y(CAGR)

IVVM

N/A

QLV

+10.65%

Max(CAGR)

Winner

IVVM

+13.95%

QLV

+11.34%

IVVM vs QLV - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	IVVM	QLV
2026	+5.05%	+5.58%
2025	+14.13%	+12.42%
2024	+16.48%	+17.93%
2023	+5.17%	+13.92%
2022	N/A	-9.42%
2021	N/A	+27.81%
2020	N/A	+9.13%
2019	N/A	+6.23%

IVVM vs QLV Drawdown Comparison

The maximum drawdown for IVVM was -11.62%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.

The maximum drawdown for QLV was -33.70%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The current IVVM drawdown is -0.98%. The current QLV drawdown is -1.15%.

Rank	IVVM	QLV
#1	-11.62% Feb 19, 2025 - May 14, 2025	-33.70% Feb 19, 2020 - Sep 2, 2020
#2	-5.33% Jul 16, 2024 - Aug 19, 2024	-17.94% Dec 29, 2021 - Dec 12, 2023
#3	-5.31% Feb 2, 2026 - Apr 14, 2026	-12.05% Dec 5, 2024 - Jun 10, 2025
#4	-4.93% Jul 28, 2023 - Nov 14, 2023	-8.50% Sep 2, 2020 - Nov 16, 2020
#5	-2.92% Mar 28, 2024 - May 9, 2024	-6.88% Sep 3, 2021 - Oct 26, 2021
#6	-2.86% Dec 26, 2024 - Feb 13, 2025	-6.19% Mar 2, 2026 - May 12, 2026
#7	-2.52% Aug 30, 2024 - Sep 13, 2024	-5.37% Jan 25, 2021 - Mar 26, 2021
#8	-2.52% Nov 12, 2025 - Nov 26, 2025	-4.72% Jul 16, 2024 - Aug 16, 2024
#9	-1.97% Dec 16, 2024 - Dec 26, 2024	-4.46% Mar 28, 2024 - May 15, 2024
#10	-1.58% Jan 12, 2026 - Jan 29, 2026	-4.20% Jul 29, 2019 - Sep 4, 2019
#11	-1.54% Dec 10, 2025 - Dec 23, 2025	-3.57% Nov 19, 2021 - Dec 10, 2021
#12	-1.50% Oct 9, 2025 - Oct 20, 2025	-3.23% May 7, 2021 - Jun 10, 2021
#13	-1.46% Oct 22, 2024 - Nov 6, 2024	-3.17% Oct 18, 2024 - Nov 8, 2024
#14	-1.36% Jul 28, 2025 - Aug 8, 2025	-2.82% Sep 6, 2019 - Nov 1, 2019
#15	-1.14% May 19, 2025 - May 27, 2025	-2.64% Nov 8, 2024 - Nov 26, 2024