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About Global X Funds Global X Interest Rate Volatility & Inflation Hedge ETF
Expense ratio
0.50%
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Inception date
Jul 5, 2022
IRVH seeks to hedge relative interest rate movements caused by a steepening of the US interest rate curve while benefiting from interest rate volatility and providing inflation-protected income. The fund invests in a mix of US TIPS and long yield curve spread options. It may hold TIPS of any maturity, either directly or through other ETFs. Typically, the fund allocates up to 20% of its assets in over-the-counter yield curve spread options that reference the spread between the 2-year and 10-year swap rates of the US interest rate curve. These options generally have a time-to-expiration of between six months and two years. The fund expects to gain from the steepening of the yield curve while having the potential loss limited to the premium paid for these options.
Classification
What's in the fund
Exposure type
Government
Bonds, Cash & Other100.00%
Government99.92%
Cash0.08%
Displays a symbol's price movements over previous years to identify recurring trends.