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Global X Interest Rate Hedge ETF (RATE)



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Upturn Advisory Summary
08/14/2025: RATE (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 5.17% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 16.48 - 21.51 | Updated Date 06/29/2025 |
52 Weeks Range 16.48 - 21.51 | Updated Date 06/29/2025 |
Upturn AI SWOT
Global X Interest Rate Hedge ETF
ETF Overview
Overview
The Global X Interest Rate Hedge ETF (IRH) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive 1-3 month Eurodollar Futures Index. It uses short positions in Eurodollar futures contracts to hedge against rising interest rates.
Reputation and Reliability
Global X is a well-known ETF provider with a solid reputation for innovation and offering thematic and income-oriented ETFs.
Management Expertise
Global X has a dedicated team of investment professionals with experience in managing ETFs and futures-based strategies.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive 1-3 month Eurodollar Futures Index, effectively hedging against rising interest rates.
Investment Approach and Strategy
Strategy: The ETF aims to track the Solactive 1-3 month Eurodollar Futures Index by taking short positions in Eurodollar futures contracts.
Composition The ETF primarily holds short positions in Eurodollar futures contracts.
Market Position
Market Share: Data unavailable
Total Net Assets (AUM): 16384563.8
Competitors
Key Competitors
- ProShares Short 20+ Year Treasury (TBF)
- ProShares UltraShort 20+ Year Treasury (TBT)
- Direxion Daily 20+ Year Treasury Bear 3X Shares (TMV)
Competitive Landscape
The interest rate hedge ETF market is dominated by ProShares and Direxion, offering leveraged and unleveraged strategies based on treasury bonds. IRH differentiates itself by focusing on Eurodollar futures, offering a potentially different hedging profile. However, this distinction might limit its appeal to investors seeking direct exposure to treasury rate movements, giving competitors a competitive edge in AUM.
Financial Performance
Historical Performance: Historical performance data not readily available in a structured numerical format without a specific API request.
Benchmark Comparison: Benchmark comparison data not readily available in a structured numerical format without a specific API request.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
Average trading volume is relatively low, indicating potential liquidity concerns.
Bid-Ask Spread
The bid-ask spread may be wider due to lower trading volume, increasing trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as inflation, interest rate policy by the Federal Reserve, and global economic growth influence the performance of interest rate hedge ETFs.
Growth Trajectory
The growth trajectory of IRH depends on investor demand for interest rate hedging strategies and its ability to attract assets compared to competitors.
Moat and Competitive Advantages
Competitive Edge
IRH's competitive advantage lies in its unique focus on Eurodollar futures for interest rate hedging, which offers a different exposure compared to Treasury-based ETFs. This can appeal to investors seeking more granular control over their interest rate risk or those with specific views on Eurodollar futures. However, the niche focus might limit its broader appeal and AUM growth. It is offered by a reputable ETF provider.
Risk Analysis
Volatility
Volatility depends on the underlying Eurodollar futures contracts and overall interest rate market conditions.
Market Risk
The primary market risk is related to changes in interest rates and the value of Eurodollar futures contracts, which can be influenced by economic data, geopolitical events, and monetary policy.
Investor Profile
Ideal Investor Profile
Sophisticated investors with a deep understanding of interest rate markets, futures contracts, and hedging strategies.
Market Risk
Best suited for active traders or institutional investors seeking to hedge specific interest rate exposures related to Eurodollar futures, rather than passive index followers.
Summary
Global X Interest Rate Hedge ETF (IRH) offers a unique approach to hedging interest rate risk by using short positions in Eurodollar futures. Its niche focus differentiates it from competitors focusing on Treasury bonds. However, lower trading volume and a narrower market segment might pose challenges. It is best suited for sophisticated investors with a clear understanding of Eurodollar futures and hedging strategies. Its performance is closely tied to interest rate movements and the Eurodollar futures market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X ETFs website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is based on available information and may not be fully accurate. Performance data is not provided and should be independently researched.
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 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 that seeks to achieve its investment objective primarily by investing in (1) long put options position(s) on exchange traded funds that primarily invest in U.S. Treasuries and/or long put options position(s) on U.S. Treasury futures, and/or (2) long interest rate payer swap options ("swaptions"). The fund is non-diversified.

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