MBCC vs QLV
Comparison between MONARCH BLUE CHIPS CORE INDEX ETF (MBCC, ETF) and FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND (QLV, ETF).
MBCC vs QLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MBCC
$170M
QLV
$170M
Expense Ratio
MBCC
1.14%
Winner
QLV
0.08%
Max Drawdown
MBCC
N/A
QLV
33.95%
Sharpe Ratio
MBCC
0.00
Winner
QLV
1.26
5Y Beta
Winner
MBCC
0.00
QLV
0.58
P/E Ratio
MBCC
36.40
Winner
QLV
22.21
Forward P/E
MBCC
26.73
Winner
QLV
19.58
PEG Ratio
MBCC
0.71
Winner
QLV
0.30
5Y Dividends CAGR
MBCC
N/A
QLV
15.25%
5Y EPS CAGR
MBCC
20.35%
Winner
QLV
23.76%
Debt to Equity
Winner
MBCC
-45.96%
QLV
-27.48%
P/S Ratio
MBCC
6.43
Winner
QLV
3.27
P/B Ratio
MBCC
8.14
Winner
QLV
4.72
MBCC vs QLV - Holdings Comparison
MBCC and QLV have 11 common holdings. Overlap is 23.99%
MBCC's top 25 holdings weight is 100.00%. QLV's top 25 holdings weight is 55.19%.
| Rank | MBCC | QLV |
|---|---|---|
| #1 | ADVANCED MICRO DEVICES INC (AMD) - 9.17% | NVIDIA CORP (NVDA) - 6.73% |
| #2 | TEXAS INSTRUMENTS INC (TXN) - 5.72% | APPLE INC (AAPL) - 5.77% |
| #3 | BROADCOM INC (AVGO) - 5.09% | MICROSOFT CORP (MSFT) - 5.40% |
| #4 | AMAZON.COM INC (AMZN) - 4.98% | JOHNSON & JOHNSON (JNJ) - 4.03% |
| #5 | NVIDIA CORP (NVDA) - 4.77% | EXXON MOBIL CORP (XOM) - 2.42% |
| #6 | APPLE INC (AAPL) - 4.59% | PROCTER & GAMBLE CO (PG) - 2.13% |
| #7 | MICROSOFT CORP (MSFT) - 4.18% | ALPHABET INC CLASS A (GOOGL) - 2.13% |
| #8 | VISA INC CLASS A (V) - 4.03% | ABBVIE INC (ABBV) - 2.11% |
| #9 | ELI LILLY AND CO (LLY) - 3.97% | VISA INC CLASS A (V) - 2.06% |
| #10 | SIMON PROPERTY GROUP INC (SPG) - 3.94% | COSTCO WHOLESALE CORP (COST) - 2.03% |
| #11 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.92% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.83% |
| #12 | MASTERCARD INC CLASS A (MA) - 3.78% | BROADCOM INC (AVGO) - 1.60% |
| #13 | CAPITAL ONE FINANCIAL CORP (COF) - 3.77% | ALPHABET INC CLASS C (GOOG) - 1.58% |
| #14 | AMERICAN TOWER CORP (AMT) - 3.76% | ANALOG DEVICES INC (ADI) - 1.57% |
| #15 | META PLATFORMS INC CLASS A (META) - 3.70% | MCDONALD'S CORP (MCD) - 1.50% |
| #16 | WALMART INC (WMT) - 3.69% | MASTERCARD INC CLASS A (MA) - 1.48% |
| #17 | SALESFORCE INC (CRM) - 3.63% | ELI LILLY AND CO (LLY) - 1.46% |
| #18 | NETFLIX INC (NFLX) - 3.61% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.41% |
| #19 | GE AEROSPACE (GE) - 3.47% | MERCK & CO INC (MRK) - 1.27% |
| #20 | AMGEN INC (AMGN) - 3.43% | TEXAS INSTRUMENTS INC (TXN) - 1.25% |
| #21 | INTUITIVE SURGICAL INC (ISRG) - 3.42% | COCA-COLA CO (KO) - 1.22% |
| #22 | MCDONALD'S CORP (MCD) - 3.25% | VERISIGN INC (VRSN) - 1.07% |
| #23 | DANAHER CORP (DHR) - 3.21% | META PLATFORMS INC CLASS A (META) - 1.06% |
| #24 | NIKE INC CLASS B (NKE) - 2.82% | PALO ALTO NETWORKS INC (PANW) - 1.05% |
| #25 | US DOLLARS (n/a) - 0.10% | LANDSTAR SYSTEM INC (LSTR) - 1.03% |
| Total Holdings | 25 | 116 |
MBCC vs QLV - Historical Returns
Returns include dividend reinvestment.
1M
MBCC
N/A
QLV
+1.53%
3M
MBCC
N/A
QLV
+1.66%
6M
MBCC
N/A
QLV
+5.08%
1Y
MBCC
N/A
QLV
+14.30%
5Y(CAGR)
MBCC
N/A
QLV
+10.65%
Max(CAGR)
MBCC
+0.00%
Winner
QLV
+11.34%
MBCC vs QLV - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | MBCC | QLV |
|---|---|---|
| 2026 | +0.00% | +5.58% |
| 2025 | N/A | +12.42% |
| 2024 | N/A | +17.93% |
| 2023 | N/A | +13.92% |
| 2022 | N/A | -9.42% |
| 2021 | N/A | +27.81% |
| 2020 | N/A | +9.13% |
| 2019 | N/A | +6.23% |
MBCC vs QLV Drawdown Comparison
The maximum drawdown for QLV was -33.70%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The current QLV drawdown is -1.15%.
| Rank | MBCC | QLV |
|---|---|---|
| #1 | N/A | -33.70% Feb 19, 2020 - Sep 2, 2020 |
| #2 | N/A | -17.94% Dec 29, 2021 - Dec 12, 2023 |
| #3 | N/A | -12.05% Dec 5, 2024 - Jun 10, 2025 |
| #4 | N/A | -8.50% Sep 2, 2020 - Nov 16, 2020 |
| #5 | N/A | -6.88% Sep 3, 2021 - Oct 26, 2021 |
| #6 | N/A | -6.19% Mar 2, 2026 - May 12, 2026 |
| #7 | N/A | -5.37% Jan 25, 2021 - Mar 26, 2021 |
| #8 | N/A | -4.72% Jul 16, 2024 - Aug 16, 2024 |
| #9 | N/A | -4.46% Mar 28, 2024 - May 15, 2024 |
| #10 | N/A | -4.20% Jul 29, 2019 - Sep 4, 2019 |
| #11 | N/A | -3.57% Nov 19, 2021 - Dec 10, 2021 |
| #12 | N/A | -3.23% May 7, 2021 - Jun 10, 2021 |
| #13 | N/A | -3.17% Oct 18, 2024 - Nov 8, 2024 |
| #14 | N/A | -2.82% Sep 6, 2019 - Nov 1, 2019 |
| #15 | N/A | -2.64% Nov 8, 2024 - Nov 26, 2024 |
Correlation
Correlation between MBCC and QLV is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.
0.00
-101
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