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Upturn AI SWOT - About
Global X Interest Rate Volatility & Inflation Hedge ETF (IRVH)
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Upturn Advisory Summary
08/14/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit 7.08% | Avg. Invested days 80 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.48 - 21.79 | Updated Date 06/29/2025 |
52 Weeks Range 19.48 - 21.79 | Updated Date 06/29/2025 |
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 Interest Rate Volatility and Inflation Hedge Index. It aims to provide protection against rising interest rates and inflation by investing in a combination of inflation-protected securities, interest rate swaps, and other instruments.
Reputation and Reliability
Global X is a well-known ETF provider with a strong reputation for innovation and thematic investing.
Management Expertise
Global X has a dedicated team of portfolio managers and analysts with expertise in managing ETFs across various asset classes.
Investment Objective
Goal
The ETF aims to provide investment results that correspond to the Solactive Interest Rate Volatility and Inflation Hedge Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Solactive Interest Rate Volatility and Inflation Hedge Index, which is designed to measure the performance of a portfolio of instruments that provide exposure to interest rate volatility and inflation.
Composition The ETF's portfolio includes Treasury Inflation-Protected Securities (TIPS), interest rate swaps, and potentially other instruments.
Market Position
Market Share: Data not readily available for precise market share.
Total Net Assets (AUM): 15070000
Competitors
Key Competitors
- ProShares Inflation Expectations ETF (RINF)
- Simplify Interest Rate Hedge ETF (PFIX)
- iShares Treasury Inflation Protected Securities ETF (TIP)
Competitive Landscape
The competitive landscape includes ETFs that focus on inflation protection and interest rate hedging. IRVR's advantage may lie in its specific index and asset allocation strategy. Competitors offer different approaches to achieving similar goals, potentially through more direct exposure to TIPS or alternative hedging strategies. It is at a disadvantage based on the small AUM, compared to the competitiors
Financial Performance
Historical Performance: Historical performance data can be found on financial websites. This should be consulted for a complete view.
Benchmark Comparison: The ETF's performance should be compared to the Solactive Interest Rate Volatility and Inflation Hedge Index.
Expense Ratio: 0.45
Liquidity
Average Trading Volume
The average trading volume varies but is generally low, reflecting its smaller AUM.
Bid-Ask Spread
The bid-ask spread can fluctuate and depends on market conditions, but is typically wider due to the relatively low trading volume.
Market Dynamics
Market Environment Factors
Economic indicators like inflation rates, interest rate policies, and overall market volatility can significantly affect IRVR's performance.
Growth Trajectory
Growth trends will depend on the effectiveness of the ETF's strategy in navigating changing interest rate and inflation environments. Adjustments to strategy and holdings will be driven by index rebalancing and market opportunities.
Moat and Competitive Advantages
Competitive Edge
IRVR's competitive advantage lies in its unique approach to combining interest rate volatility and inflation hedging within a single ETF. Its reliance on the Solactive index offers a specific, rules-based methodology. However, it needs to be able to manage a high volume in order to provide investors value. It provides exposure to a complex interplay of market forces, potentially attracting investors seeking sophisticated hedging solutions.
Risk Analysis
Volatility
Volatility will depend on the fluctuations in interest rates and inflation expectations, as well as the performance of the underlying instruments.
Market Risk
The ETF is subject to market risk, particularly related to changes in interest rates, inflation, and the value of its underlying assets, including TIPS and interest rate swaps.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking to hedge against rising interest rates and inflation, and who understands the complexities of the underlying instruments.
Market Risk
The ETF is more suitable for investors with a higher risk tolerance and a longer-term investment horizon, who understand the complexities of interest rate and inflation hedging.
Summary
The Global X Interest Rate Volatility & Inflation Hedge ETF offers a unique approach to hedging against both interest rate volatility and inflation. Its performance is closely tied to the Solactive Interest Rate Volatility and Inflation Hedge Index. The ETF's suitability depends on an investor's understanding of complex financial instruments and their need for inflation and rate protection. However, liquidity and low trading volume are potential concerns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X ETFs Website
- Solactive Index Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should consult with a financial advisor before making any investment decisions. Past performance is not indicative of future results.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.