QLV vs IVVM

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

QLV vs IVVM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

QLV

$170M

IVVM

$169M

Expense Ratio

Winner

QLV

0.08%

IVVM

0.50%

Max Drawdown

QLV

33.95%

Winner

IVVM

11.89%

Sharpe Ratio

QLV

1.26

Winner

IVVM

1.53

5Y Beta

Winner

QLV

0.58

IVVM

0.62

P/E Ratio

QLV

22.21

IVVM

N/A

Forward P/E

QLV

19.58

IVVM

N/A

PEG Ratio

QLV

0.30

IVVM

N/A

5Y Dividends CAGR

QLV

15.25%

IVVM

N/A

5Y EPS CAGR

QLV

23.76%

IVVM

N/A

Debt to Equity

QLV

-27.48%

IVVM

N/A

P/S Ratio

QLV

3.27

IVVM

N/A

P/B Ratio

QLV

4.72

IVVM

N/A

QLV vs IVVM - Holdings Comparison

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

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

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

QLV vs IVVM - Historical Returns

Returns include dividend reinvestment.

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

Winner

QLV

+1.53%

IVVM

+0.85%

QLV

+1.66%

Winner

IVVM

+5.17%

QLV

+5.08%

Winner

IVVM

+5.25%

QLV

+14.30%

Winner

IVVM

+15.30%

5Y(CAGR)

QLV

+10.65%

IVVM

N/A

Max(CAGR)

QLV

+11.34%

Winner

IVVM

+13.95%

QLV vs IVVM - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

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

QLV vs IVVM Drawdown Comparison

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

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

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

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