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Upturn AI SWOT - About
Global X Interest Rate Volatility & Inflation Hedge ETF (IRVH)
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Upturn Advisory Summary
04/01/2025: IRVH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit -0.05% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 573 | Beta - | 52 Weeks Range 19.59 - 21.32 | Updated Date 04/2/2025 |
52 Weeks Range 19.59 - 21.32 | Updated Date 04/2/2025 |
Upturn AI SWOT
Global X Interest Rate Volatility & Inflation Hedge ETF
ETF Overview
Overview
The Global X Interest Rate Volatility & Inflation Hedge ETF (IRVR) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive US Broad Inflation & Volatility Index. It aims to hedge against both interest rate volatility and inflation through exposure to various asset classes.
Reputation and Reliability
Global X is a well-known ETF provider with a strong track record of offering innovative and thematic ETFs.
Management Expertise
Global X has a team of experienced professionals dedicated to managing its ETFs and providing investors with access to specialized investment strategies.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive US Broad Inflation & Volatility Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Solactive US Broad Inflation & Volatility Index, which aims to provide exposure to assets that may benefit from rising inflation or interest rate volatility.
Composition The ETF typically holds a mix of Treasury Inflation-Protected Securities (TIPS), inflation swaps, and interest rate volatility instruments.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 26453000
Competitors
Key Competitors
- VTIP
- TIP
- IVOL
- FTIP
Competitive Landscape
The ETF market for inflation and interest rate hedge is competitive with a few large players such as VTIP and TIP that dominate the market. IRVR tries to differentiate itself via the Solactive US Broad Inflation & Volatility Index. It may face challenges gaining market share due to established competitors and investor familiarity with other hedging products.
Financial Performance
Historical Performance: Historical financial performance data is subject to market fluctuation and should be independently verified.
Benchmark Comparison: The ETF's performance can be benchmarked against similar hedging instruments and the Solactive US Broad Inflation & Volatility Index.
Expense Ratio: 0.45
Liquidity
Average Trading Volume
The average trading volume of IRVR indicates adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low trading costs for IRVR.
Market Dynamics
Market Environment Factors
Economic indicators like inflation rates, interest rate movements, and overall market volatility significantly influence IRVR's performance.
Growth Trajectory
IRVR's growth trajectory depends on the prevailing macroeconomic environment and investor demand for inflation and interest rate hedging strategies. The investment strategy has been consistent since inception.
Moat and Competitive Advantages
Competitive Edge
IRVR offers a unique strategy that combines exposure to inflation-protected securities and interest rate volatility instruments. It seeks to capture gains from both rising inflation and increased interest rate uncertainty. This may be attractive to investors seeking a comprehensive hedge against macroeconomic risks. However, other ETFs tracking inflation or volatility may be cheaper, lowering its moat.
Risk Analysis
Volatility
IRVR's volatility depends on the underlying assets, including inflation-protected securities and interest rate volatility instruments, which can be affected by various market factors.
Market Risk
IRVR is subject to market risk, interest rate risk, and inflation risk, which can impact its performance.
Investor Profile
Ideal Investor Profile
The ideal investor for IRVR is someone looking to hedge against inflation and interest rate volatility, particularly during periods of economic uncertainty or rising prices.
Market Risk
IRVR may be suitable for long-term investors or active traders seeking to manage inflation and interest rate risks in their portfolios.
Summary
Global X Interest Rate Volatility & Inflation Hedge ETF aims to provide a hedge against inflation and interest rate volatility. It tracks the Solactive US Broad Inflation & Volatility Index and invests in a mix of TIPS, inflation swaps, and interest rate volatility instruments. Its performance depends on macroeconomic conditions, and it may be suitable for investors seeking to manage these specific risks. However, it faces competition from established ETFs in the inflation-hedging space.
Similar Companies
IVOL
Quadratic Interest Rate Volatility and Inflation Hedge ETF New
IVOL
Quadratic Interest Rate Volatility and Inflation Hedge ETF New
TIP
iShares TIPS Bond ETF
TIP
iShares TIPS Bond ETF
VTIP
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares
VTIP
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Global X ETFs website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Global X Interest Rate Volatility & Inflation Hedge ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange traded fund ("ETF") that seeks to achieve its investment objective primarily by investing, directly or indirectly, in a mix of U.S. Treasury Inflation-Protected Securities ("TIPS") and long yield curve spread options, which are tied to the shape of the U.S. interest rate curve. It is non-diversified.
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