QLV vs SDG
Comparison between FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND (QLV, ETF) and iShares MSCI Global Sustainable Development Goals ETF (SDG, ETF).
5-Year PerformanceQLV has outperformed SDG, delivering a return of +10.7% compared to +0.2%
QLV vs SDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
QLV
$170M
SDG
$169M
Expense Ratio
Winner
QLV
0.08%
SDG
0.50%
Max Drawdown
Winner
QLV
33.95%
SDG
34.76%
Sharpe Ratio
Winner
QLV
1.26
SDG
1.16
5Y Beta
Winner
QLV
0.58
SDG
0.60
P/E Ratio
QLV
22.21
SDG
N/A
Forward P/E
QLV
19.58
SDG
N/A
PEG Ratio
QLV
0.30
SDG
N/A
5Y Dividends CAGR
Winner
QLV
15.25%
SDG
12.42%
5Y EPS CAGR
QLV
23.76%
SDG
N/A
Debt to Equity
QLV
-27.48%
SDG
N/A
P/S Ratio
QLV
3.27
SDG
N/A
P/B Ratio
QLV
4.72
SDG
N/A
QLV vs SDG - Holdings Comparison
QLV and SDG have 4 common holdings. Overlap is 5.20%
QLV's top 25 holdings weight is 55.19%. SDG's top 25 holdings weight is 67.37%.
| Rank | QLV | SDG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.73% | MARVELL TECHNOLOGY INC (MRVL) - 9.52% |
| #2 | APPLE INC (AAPL) - 5.77% | WIWYNN CORP ORDINARY SHARES (n/a) - 5.66% |
| #3 | MICROSOFT CORP (MSFT) - 5.40% | VESTAS WIND SYSTEMS AS (n/a) - 4.65% |
| #4 | JOHNSON & JOHNSON (JNJ) - 4.03% | NVIDIA CORP (NVDA) - 4.46% |
| #5 | EXXON MOBIL CORP (XOM) - 2.42% | FIRST SOLAR INC (FSLR) - 4.37% |
| #6 | PROCTER & GAMBLE CO (PG) - 2.13% | EAST JAPAN RAILWAY CO (n/a) - 3.55% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 2.13% | NOVARTIS AG REGISTERED SHARES (n/a) - 3.51% |
| #8 | ABBVIE INC (ABBV) - 2.11% | WH GROUP LTD SHS UNITARY 144A/REG S (n/a) - 2.88% |
| #9 | VISA INC CLASS A (V) - 2.06% | UNI-PRESIDENT ENTERPRISES CORP (n/a) - 2.68% |
| #10 | COSTCO WHOLESALE CORP (COST) - 2.03% | LI AUTO INC ORDINARY SHARES CLASS A (n/a) - 2.65% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.83% | KIMBERLY-CLARK CORP (KMB) - 2.34% |
| #12 | BROADCOM INC (AVGO) - 1.60% | EQUINIX INC (EQIX) - 2.05% |
| #13 | ALPHABET INC CLASS C (GOOG) - 1.58% | ACCIONA SA (n/a) - 1.98% |
| #14 | ANALOG DEVICES INC (ADI) - 1.57% | DIGITAL REALTY TRUST INC (DLR) - 1.96% |
| #15 | MCDONALD'S CORP (MCD) - 1.50% | ESSITY AB CLASS B (n/a) - 1.68% |
| #16 | MASTERCARD INC CLASS A (MA) - 1.48% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.62% |
| #17 | ELI LILLY AND CO (LLY) - 1.46% | XPENG INC CLASS A (n/a) - 1.53% |
| #18 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.41% | CENTRAL JAPAN RAILWAY CO (n/a) - 1.52% |
| #19 | MERCK & CO INC (MRK) - 1.27% | REGENERON PHARMACEUTICALS INC (REGN) - 1.49% |
| #20 | TEXAS INSTRUMENTS INC (TXN) - 1.25% | PEARSON PLC (n/a) - 1.35% |
| #21 | COCA-COLA CO (KO) - 1.22% | XINYI SOLAR HOLDINGS LTD (n/a) - 1.26% |
| #22 | VERISIGN INC (VRSN) - 1.07% | WEYERHAEUSER CO (WY) - 1.19% |
| #23 | META PLATFORMS INC CLASS A (META) - 1.06% | VONOVIA SE (n/a) - 1.16% |
| #24 | PALO ALTO NETWORKS INC (PANW) - 1.05% | SAPUTO INC (n/a) - 1.16% |
| #25 | LANDSTAR SYSTEM INC (LSTR) - 1.03% | CSL LTD (n/a) - 1.15% |
| Total Holdings | 116 | 148 |
QLV vs SDG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
QLV
+1.53%
SDG
+0.94%
3M
QLV
+1.66%
Winner
SDG
+8.92%
6M
QLV
+5.08%
Winner
SDG
+6.95%
1Y
QLV
+14.30%
Winner
SDG
+21.84%
5Y(CAGR)
Winner
QLV
+10.65%
SDG
+0.18%
10Y(CAGR)
QLV
N/A
SDG
+8.20%
Max(CAGR)
Winner
QLV
+11.34%
SDG
+8.28%
QLV vs SDG - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | QLV | SDG |
|---|---|---|
| 2026 | +5.58% | +5.93% |
| 2025 | +12.42% | +19.82% |
| 2024 | +17.93% | -8.93% |
| 2023 | +13.92% | +4.07% |
| 2022 | -9.42% | -11.71% |
| 2021 | +27.81% | -2.33% |
| 2020 | +9.13% | +43.49% |
| 2019 | +6.23% | +26.32% |
| 2018 | N/A | -8.88% |
| 2017 | N/A | +27.09% |
| 2016 | N/A | -0.08% |
QLV vs SDG Drawdown Comparison
The maximum drawdown for QLV was -33.70%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The maximum drawdown for SDG was -30.33%, occurring on Apr 8, 2025. Recovery took 1189 trading sessions.
The current QLV drawdown is -1.15%. The current SDG drawdown is -2.99%.
| Rank | QLV | SDG |
|---|---|---|
| #1 | -33.70% Feb 19, 2020 - Sep 2, 2020 | -30.33% Sep 3, 2021 - Jun 2, 2026 |
| #2 | -17.94% Dec 29, 2021 - Dec 12, 2023 | -27.28% Feb 19, 2020 - Jul 6, 2020 |
| #3 | -12.05% Dec 5, 2024 - Jun 10, 2025 | -15.79% Jan 26, 2018 - Oct 24, 2019 |
| #4 | -8.50% Sep 2, 2020 - Nov 16, 2020 | -8.05% Sep 6, 2016 - Feb 15, 2017 |
| #5 | -6.88% Sep 3, 2021 - Oct 26, 2021 | -7.86% Jan 26, 2021 - Jun 29, 2021 |
| #6 | -6.19% Mar 2, 2026 - May 12, 2026 | -7.83% Jun 8, 2016 - Jul 21, 2016 |
| #7 | -5.37% Jan 25, 2021 - Mar 26, 2021 | -6.52% Oct 12, 2020 - Nov 5, 2020 |
| #8 | -4.72% Jul 16, 2024 - Aug 16, 2024 | -6.25% Apr 24, 2017 - Jun 19, 2017 |
| #9 | -4.46% Mar 28, 2024 - May 15, 2024 | -5.14% Sep 2, 2020 - Oct 12, 2020 |
| #10 | -4.20% Jul 29, 2019 - Sep 4, 2019 | -4.74% May 2, 2016 - Jun 6, 2016 |
| #11 | -3.57% Nov 19, 2021 - Dec 10, 2021 | -4.11% Jul 1, 2021 - Aug 30, 2021 |
| #12 | -3.23% May 7, 2021 - Jun 10, 2021 | -3.64% Oct 18, 2017 - Dec 26, 2017 |
| #13 | -3.17% Oct 18, 2024 - Nov 8, 2024 | -3.12% Jun 26, 2017 - Aug 31, 2017 |
| #14 | -2.82% Sep 6, 2019 - Nov 1, 2019 | -3.06% Jul 20, 2020 - Aug 12, 2020 |
| #15 | -2.64% Nov 8, 2024 - Nov 26, 2024 | -2.99% Jun 4, 2026 - Jun 5, 2026 |
Correlation
Correlation between QLV and SDG is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.53
-101
Dividend Comparison (2016 - 2026)
QLV vs SDG dividend yield comparison.
| Year | QLV | SDG |
|---|---|---|
| 2026 | 0.30% | 0.00% |
| 2025 | 1.60% | 2.00% |
| 2024 | 1.66% | 1.95% |
| 2023 | 1.60% | 1.77% |
| 2022 | 1.74% | 1.82% |
| 2021 | 0.96% | 1.66% |
| 2020 | 1.24% | 0.97% |
| 2019 | 0.58% | 1.39% |
| 2018 | 0.00% | 2.47% |
| 2017 | 0.00% | 2.54% |
| 2016 | 0.00% | 1.34% |
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