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QLVFlexShares US Quality Low Volatility Index Fund

Grow my money7y track recordRanked #770 of 2,999 in this goal

Tracks the Northern Trust Quality Low Volatility Index SM.

By Flexshares Trust · Launched 2019

Annual Cost

0.08%

#275 of 5,861 · low cost

Fund Size

$158M

#2,558 of 5,861 · mid-size

Return (1Y)Goal

+15.3%

Track Record

7 years

#1,899 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,461+14.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Factor

Multifactor

Index tracked

Northern Trust Quality Low Volatility Index

What it actually holds

By weight

Concentration

Top 10 holdings = 34.3% of fundwell diversified

NVIDIA Corp.
6.4%
Microsoft Corp.
5.4%
Apple, Inc.
5.2%
Johnson & Johnson
4.1%
Exxon Mobil Corp.
2.5%
Procter & Gamble Co. (The)
2.2%
Alphabet, Inc.
2.1%
AbbVie, Inc.
2.1%
Visa, Inc.
2.1%
Costco Wholesale Corp.
2.1%

Asset allocation

Stocks
99.4%
Cash
0.6%
Bonds
0.0%

By sector

Technology
30.1%
Healthcare
14.1%
Financial Services
12.3%
Consumer Defensive
7.8%
Communication
7.4%
Energy
6.5%
Utilities
6.4%
Consumer Cyclical
6.4%
Other
9.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
7.9%Low

Year-on-year price swings

Max drawdown
-34.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.00Strong risk-adjusted returns
Sortino (3Y)
1.47Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the Northern Trust Quality Low Volatility Index SM.
Strategy
Employs a passive indexing approach to invest primarily in U.S. large- and mid-cap companies with lower volatility characteristics, focusing on quality factors. Concentrated in the Information Technology sector, with market capitalizations from $4.0 billion to $4.5 trillion.
Inception date
July 15, 2019
Fund family
Flexshares Trust

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Data updated on 2026-08-04