FlexShares US Quality Low Volatility Index Fund (QLV)
ARCA ARCA Primary Summary
QLV Chart
QLV: Sensible Quality And Low Volatility Strategy, Yet Outperformance Is Unlikely, A Hold
The FlexShares US Quality Low Volatility Index Fund ETF has a passive strategy bringing together quality and low volatility factors. QLV's portfolio has high quality, a 0.65 weighted average 24-month beta, and a value tilt, which should help the ETF to keep the downside capture below 80%. However, QLV does not have GARP characteristics appealing enough, plus low beta is a detractor from upside capture, so its outperformance versus IVV in 2026 and beyond is unlikely.
QLV: Going Beyond Low Volatility
The FlexShares US Quality Low Volatility ETF integrates quality screens with low volatility, aiming to mitigate risks that pure low-volatility ETFs may miss. QLV selects stocks based on management efficiency, profitability, and cash flows, reducing exposure to unprofitable names that can slip into price-based strategies. QLV carries notable concentration risk, with over 17% in its top three positions—Microsoft, Nvidia, and Apple — and 28% in the IT sector.
QLV: Better Low-Volume ETF Than Quality ETF
FlexShares US Quality Low Volatility Index Fund ETF aims to maximize quality and minimize volatility in a portfolio of about 120 stocks. Volatility reduction is effective at the expense of return: QLV has underperformed a benchmark by almost 3% in annualized return. QLV beats most of its largest competitors in the low-volatility category, but it lags a number of quality-focused ETFs.
FlexShares US Quality Low Volatility Index Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 965 | $69,373.85 | $74,474.84 | $5,100.99 | 7.35% |
 Larry Herold Herold Advisors Inc. | 10,602 | $576,811.94 | $813,862.53 | $237,050.59 | 41.1% |
 Nova Wealth Management Inc. Nova Wealth Management Inc. | 31 | $2,111.14 | $2,398.62 | $287.48 | 13.62% |
| RFL Rossby Financial LLC Rossby Financial LLC | 25,899 | $1.87M | $2.01M | $140,690.34 | 7.54% |
FlexShares US Quality Low Volatility Index Fund (QLV) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has FlexShares US Quality Low Volatility Index Fund ever had a stock split?
FlexShares US Quality Low Volatility Index Fund Profile
| ARCA Exchange | US Country |
Overview
The description points towards a financial entity that provides investment opportunities in a uniquely structured index fund. This fund aims to curate a portfolio of U.S. domiciled large- and mid-capitalization companies that have lower volatility compared to a broader market index, known as the Northern Trust 1250 Index. The primary objective of this fund seems to focus on stability and reduced risk, appealing to investors who are cautious about market fluctuations. By investing predominantly in the securities that comprise the underlying index, the entity assures a significant alignment with its volatility-minimizing goal, committing at least 80% of its total assets to these securities under normal circumstances.
Products and Services
- Low Volatility Index Fund
This product is aimed at investors seeking exposure to the U.S. equity market with reduced risk of market fluctuations. By investing in companies with lower overall absolute volatility, the fund attempts to provide a buffer against market downturns, making it an attractive option for conservative investors or those with a lower risk tolerance. The objective is to follow the performance of selected companies that have a lower volatility compared to the broader Northern Trust 1250 Index.
- Investment in U.S. Domiciled Large- and Mid-Capitalization Companies
The focus on U.S. domiciled large- and mid-capitalization companies allows the fund to tap into the growth and stability of well-established companies, which are typically less volatile than smaller-cap stocks. This approach provides investors with the opportunity to participate in the potential growth of these companies while mitigating the inherent risks of equity investment through a carefully selected index.
