QLV vs MBCC
Comparison between FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND (QLV, ETF) and MONARCH BLUE CHIPS CORE INDEX ETF (MBCC, ETF).
QLV vs MBCC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
QLV
$170M
Winner
MBCC
$170M
Expense Ratio
Winner
QLV
0.08%
MBCC
1.14%
Max Drawdown
QLV
33.95%
MBCC
N/A
Sharpe Ratio
Winner
QLV
1.26
MBCC
0.00
5Y Beta
QLV
0.58
Winner
MBCC
0.00
P/E Ratio
Winner
QLV
22.21
MBCC
36.40
Forward P/E
Winner
QLV
19.58
MBCC
26.73
PEG Ratio
Winner
QLV
0.30
MBCC
0.71
5Y Dividends CAGR
QLV
15.25%
MBCC
N/A
5Y EPS CAGR
Winner
QLV
23.76%
MBCC
20.35%
Debt to Equity
QLV
-27.48%
Winner
MBCC
-45.96%
P/S Ratio
Winner
QLV
3.27
MBCC
6.43
P/B Ratio
Winner
QLV
4.72
MBCC
8.14
QLV vs MBCC - Holdings Comparison
QLV and MBCC have 11 common holdings. Overlap is 23.99%
QLV's top 25 holdings weight is 55.19%. MBCC's top 25 holdings weight is 100.00%.
| Rank | QLV | MBCC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.73% | ADVANCED MICRO DEVICES INC (AMD) - 9.17% |
| #2 | APPLE INC (AAPL) - 5.77% | TEXAS INSTRUMENTS INC (TXN) - 5.72% |
| #3 | MICROSOFT CORP (MSFT) - 5.40% | BROADCOM INC (AVGO) - 5.09% |
| #4 | JOHNSON & JOHNSON (JNJ) - 4.03% | AMAZON.COM INC (AMZN) - 4.98% |
| #5 | EXXON MOBIL CORP (XOM) - 2.42% | NVIDIA CORP (NVDA) - 4.77% |
| #6 | PROCTER & GAMBLE CO (PG) - 2.13% | APPLE INC (AAPL) - 4.59% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 2.13% | MICROSOFT CORP (MSFT) - 4.18% |
| #8 | ABBVIE INC (ABBV) - 2.11% | VISA INC CLASS A (V) - 4.03% |
| #9 | VISA INC CLASS A (V) - 2.06% | ELI LILLY AND CO (LLY) - 3.97% |
| #10 | COSTCO WHOLESALE CORP (COST) - 2.03% | SIMON PROPERTY GROUP INC (SPG) - 3.94% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.83% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.92% |
| #12 | BROADCOM INC (AVGO) - 1.60% | MASTERCARD INC CLASS A (MA) - 3.78% |
| #13 | ALPHABET INC CLASS C (GOOG) - 1.58% | CAPITAL ONE FINANCIAL CORP (COF) - 3.77% |
| #14 | ANALOG DEVICES INC (ADI) - 1.57% | AMERICAN TOWER CORP (AMT) - 3.76% |
| #15 | MCDONALD'S CORP (MCD) - 1.50% | META PLATFORMS INC CLASS A (META) - 3.70% |
| #16 | MASTERCARD INC CLASS A (MA) - 1.48% | WALMART INC (WMT) - 3.69% |
| #17 | ELI LILLY AND CO (LLY) - 1.46% | SALESFORCE INC (CRM) - 3.63% |
| #18 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.41% | NETFLIX INC (NFLX) - 3.61% |
| #19 | MERCK & CO INC (MRK) - 1.27% | GE AEROSPACE (GE) - 3.47% |
| #20 | TEXAS INSTRUMENTS INC (TXN) - 1.25% | AMGEN INC (AMGN) - 3.43% |
| #21 | COCA-COLA CO (KO) - 1.22% | INTUITIVE SURGICAL INC (ISRG) - 3.42% |
| #22 | VERISIGN INC (VRSN) - 1.07% | MCDONALD'S CORP (MCD) - 3.25% |
| #23 | META PLATFORMS INC CLASS A (META) - 1.06% | DANAHER CORP (DHR) - 3.21% |
| #24 | PALO ALTO NETWORKS INC (PANW) - 1.05% | NIKE INC CLASS B (NKE) - 2.82% |
| #25 | LANDSTAR SYSTEM INC (LSTR) - 1.03% | US DOLLARS (n/a) - 0.10% |
| Total Holdings | 116 | 25 |
QLV vs MBCC - Historical Returns
Returns include dividend reinvestment.
1M
QLV
+1.53%
MBCC
N/A
3M
QLV
+1.66%
MBCC
N/A
6M
QLV
+5.08%
MBCC
N/A
1Y
QLV
+14.30%
MBCC
N/A
5Y(CAGR)
QLV
+10.65%
MBCC
N/A
Max(CAGR)
Winner
QLV
+11.34%
MBCC
+0.00%
QLV vs MBCC - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | QLV | MBCC |
|---|---|---|
| 2026 | +5.58% | +0.00% |
| 2025 | +12.42% | N/A |
| 2024 | +17.93% | N/A |
| 2023 | +13.92% | N/A |
| 2022 | -9.42% | N/A |
| 2021 | +27.81% | N/A |
| 2020 | +9.13% | N/A |
| 2019 | +6.23% | N/A |
QLV vs MBCC 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 | QLV | MBCC |
|---|---|---|
| #1 | -33.70% Feb 19, 2020 - Sep 2, 2020 | N/A |
| #2 | -17.94% Dec 29, 2021 - Dec 12, 2023 | N/A |
| #3 | -12.05% Dec 5, 2024 - Jun 10, 2025 | N/A |
| #4 | -8.50% Sep 2, 2020 - Nov 16, 2020 | N/A |
| #5 | -6.88% Sep 3, 2021 - Oct 26, 2021 | N/A |
| #6 | -6.19% Mar 2, 2026 - May 12, 2026 | N/A |
| #7 | -5.37% Jan 25, 2021 - Mar 26, 2021 | N/A |
| #8 | -4.72% Jul 16, 2024 - Aug 16, 2024 | N/A |
| #9 | -4.46% Mar 28, 2024 - May 15, 2024 | N/A |
| #10 | -4.20% Jul 29, 2019 - Sep 4, 2019 | N/A |
| #11 | -3.57% Nov 19, 2021 - Dec 10, 2021 | N/A |
| #12 | -3.23% May 7, 2021 - Jun 10, 2021 | N/A |
| #13 | -3.17% Oct 18, 2024 - Nov 8, 2024 | N/A |
| #14 | -2.82% Sep 6, 2019 - Nov 1, 2019 | N/A |
| #15 | -2.64% Nov 8, 2024 - Nov 26, 2024 | N/A |
Correlation
Correlation between QLV and MBCC 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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