IRVH

📎 Investment Objective

The Global X Interest Rate Volatility & Inflation Hedge ETF (IRVH) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive Interest Rate Volatility & Inflation Hedge Index.

✨ Key Features

• Provides exposure to interest rate volatility and inflation as a potential hedge against rising rates and inflation
• Uses a mix of futures contracts and swaps to gain the desired exposures
• Aims to generate returns that are uncorrelated to stocks and bonds
• Relatively new fund with limited performance history

⚠️ Primary Risks

• Derivative risk - The use of futures and swaps exposes the fund to the risks associated with derivative instruments
• Volatility risk - The fund's returns may be highly volatile due to the nature of the underlying exposures
• Lack of track record - With limited performance history, it's difficult to evaluate the fund's long-term effectiveness as a hedge
• Liquidity risk - The fund may have difficulty trading certain derivatives, especially in stressed market conditions

👤 Best For

This ETF may be suitable for investors seeking to hedge their portfolio against rising interest rates and inflation. It could be used as a diversification tool, but investors should be comfortable with the fund's high volatility and derivative-based strategy.