IVOL vs. IRTR ETF Comparison
Comparison of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) to iShares LifePath Retirement ETF (IRTR)
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
$18.51
Average Daily Volume
240,126
1
IRTR
iShares LifePath Retirement ETF
IRTR Description
iShares® LifePath® Retirement ETF seeks to provide exposure to a conservative, broad portfolio of ETFs covering global asset classes. It is designed for investors expecting to retire or begin withdrawing assets in the near future and the current allocation is expected to remain unchanged.Grade (RS Rating)
Last Trade
$27.83
Average Daily Volume
2,858
13
Performance
Period | IVOL | IRTR |
---|---|---|
30 Days | -0.64% | 0.40% |
60 Days | -0.61% | 3.97% |
90 Days | -1.62% | 2.54% |
12 Months | -9.73% |
0 Overlapping Holdings
Symbol | Grade | Weight in IVOL | Weight in IRTR | Overlap |
---|
IVOL Overweight 1 Positions Relative to IRTR
Symbol | Grade | Weight | |
---|---|---|---|
SCHP | A | 81.08% |
IVOL: Top Represented Industries & Keywords
IRTR: Top Represented Industries & Keywords