IVOL vs. MOOD ETF Comparison
Comparison of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) to Relative Sentiment Tactical Allocation ETF (MOOD)
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
$18.37
Average Daily Volume
331,032
1
MOOD
Relative Sentiment Tactical Allocation ETF
MOOD Description
The fund?s investment strategy is to seek to grow capital by tactically investing in other ETFs that invest in equity, bond, and gold based on ?relative sentiment? factors. The fund?s portfolio will be tactically allocated among passively-managed U.S. and foreign, developed market, equity ETFs, bond ETFs, and, in some instances, gold exchange-traded products (ETPs). The fund is non-diversified.Grade (RS Rating)
Last Trade
$27.66
Average Daily Volume
1,364
4
Performance
| Period | IVOL | MOOD |
|---|---|---|
| 30 Days | -2.62% | -1.55% |
| 60 Days | -5.71% | 1.13% |
| 90 Days | -8.82% | 3.79% |
| 12 Months | -17.51% | 8.89% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IVOL | Weight in MOOD | Overlap | |
|---|---|---|---|---|---|
| SCHP | D | 79.24% | 4.95% | 4.95% |
IVOL Overweight 0 Positions Relative to MOOD
| Symbol | Grade | Weight |
|---|
IVOL: Top Represented Industries & Keywords
MOOD: Top Represented Industries & Keywords
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