IVOL vs. XFLX ETF Comparison
Comparison of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) to FundX Flexible ETF (XFLX)
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
$19.43
Average Daily Volume
392,432
1
XFLX
FundX Flexible ETF
XFLX Description
The ETF is an ETF-of-ETFs and as such invests primarily in other ETFs. The underlying ETFs, in turn, invest primarily in individual securities such as common stocks and corporate or government bonds. Under normal market conditions, the ETF will invest predominately in Bond underlying ETFs of varying maturity, credit quality (including high-yield securities, or "junk bonds") and regional exposure.Grade (RS Rating)
Last Trade
$25.46
Average Daily Volume
2,489
10
Performance
Period | IVOL | XFLX |
---|---|---|
30 Days | 2.09% | 1.54% |
60 Days | 4.03% | 3.18% |
90 Days | 5.40% | 4.01% |
12 Months | 0.32% |
0 Overlapping Holdings
Symbol | Grade | Weight in IVOL | Weight in XFLX | Overlap |
---|
IVOL Overweight 1 Positions Relative to XFLX
Symbol | Grade | Weight | |
---|---|---|---|
SCHP | B | 79.77% |
IVOL: Top Represented Industries & Keywords
XFLX: Top Represented Industries & Keywords