IVOL vs. AGGH ETF Comparison
Comparison of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) to Simplify Aggregate Bond PLUS Credit Hedge ETF (AGGH)
IVOL
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL Description
The investment seeks to hedge the risk of increased fixed income volatility and rising inflation and to profit from rising long-term interest rates or falling short-term interest rates, often referred to as a steepening of the U.S. interest rate curve, while providing inflation-protected income. The fund is actively managed and 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 options tied to the shape of the U.S. interest rate curve. It is non-diversified.
Grade (RS Rating)
Last Trade
$17.91
Average Daily Volume
409,399
1
AGGH
Simplify Aggregate Bond PLUS Credit Hedge ETF
AGGH Description
Simplify Aggregate Bond PLUS Credit Hedge ETF is an exchange traded fund launched and managed by Simplify Asset Management Inc. The fund invests in the fixed income markets of the United States. The fund invests through other funds and through derivatives such as swaps and options in the securities. It primarily invests in investment grade bonds. Simplify Aggregate Bond PLUS Credit Hedge ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$20.82
Average Daily Volume
83,198
3
Performance
| Period | IVOL | AGGH |
|---|---|---|
| 30 Days | -4.65% | -0.23% |
| 60 Days | -7.60% | -3.36% |
| 90 Days | -6.31% | -4.41% |
| 12 Months | -9.61% | 6.10% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IVOL | Weight in AGGH | Overlap | |
|---|---|---|---|---|---|
| SCHP | D | 82.67% | 9.97% | 9.97% |
IVOL Overweight 0 Positions Relative to AGGH
| Symbol | Grade | Weight |
|---|
IVOL: Top Represented Industries & Keywords
AGGH: Top Represented Industries & Keywords
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