IVOL vs. BAMY ETF Comparison
Comparison of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) to Brookstone Yield ETF (BAMY)
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
$19.41
Average Daily Volume
381,809
1
BAMY
Brookstone Yield ETF
BAMY Description
The fund is an actively managed fund of funds that invests in a combination of income producing investment vehicles including dividend paying stocks, preferred stocks, junk bonds and fixed income securities through underlying funds, including closed end funds, and unaffiliated exchange traded funds ("ETFs") purchased in the secondary market, and including ETFs that may use put and call options.Grade (RS Rating)
Last Trade
$26.68
Average Daily Volume
4,146
6
Performance
| Period | IVOL | BAMY |
|---|---|---|
| 30 Days | 0.50% | -0.34% |
| 60 Days | 3.19% | 0.87% |
| 90 Days | 5.81% | 0.68% |
| 12 Months | -2.99% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IVOL | Weight in BAMY | Overlap |
|---|
IVOL Overweight 1 Positions Relative to BAMY
| Symbol | Grade | Weight | |
|---|---|---|---|
| SCHP | A | 80.0% |
IVOL: Top Represented Industries & Keywords
BAMY: Top Represented Industries & Keywords
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