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IRVH
-0.38 · -1.83%
$20.47 · NYSE ARCA

Global X Interest Rate Volatility & Inflation Hedge ETF (IRVH) ETF Analysis | Inflation-Protected Bond

Global X Funds · USA
AUM:$1.4M
#– of – in Inflation-Protected Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 6.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.50% — moderate cost. Consider how fees compound over long holding periods.

What is IRVH?

The fund is an actively managed exchange traded fund ("ETF") that seeks to achieve its investment objective primarily by investing, directly or indirectly, in a mix of U. Treasury Inflation-Protected Securities ("TIPS") and long yield curve spread options, which are tied to the shape of the U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
IRVH returned 6.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.50%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 44.3% of the ETF — a moderate level of name concentration.
ETF Information
AUM$1.4M
Expense Ratio0.50%
Dividend Yield4.90%
Holdings6
Inception DateJul 2022
Domicile–
Distribution–
Index–
ProviderGlobal X Funds
Beta0.87
CategoryInflation-Protected Bond
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-6.5%
1Y
-7.9%
3Y
-1.2%
5Y
-10.3%
OpenBook InsightIf you had invested £10,000 in IRVH 5 years ago, it would have fallen to £8,968 — a loss of £1,032.

Annual Returns

Calendar year performance

IRVH delivered positive returns in 2 of the last 5 calendar years.
YearIRVH
2026 YTD-6.2%
2025+7.7%
2024-5.5%
2023+0.9%
2022-6.7%
CAGR 4yr-1.0%
2/5 positive yearsAvg return: -1.9%Worst year: -6.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
3.6%
Low
Momentum
-1.1%
30-day change
Support Level
19.02
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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