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IVOL
-0.33 · -1.70%
$19.02 · NYSE ARCA
AUM:$490.3M
#– 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 9.4% over the past year, showing positive momentum.Cost Efficiency
Ongoing charge of 1.03% — above average for this category.What is IVOL?
The fund is actively managed and seeks to achieve its investment objective primarily by investing, directly or indirectly, in a mix of U. Treasury Inflation-Protected Securities (TIPS) and long options tied to the shape of the U.
Performance Highlights
Returns (%)
Cost & Yield (%)
Investment Breakdown
Positive 1-Year Return
IVOL returned 9.4% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 1.03% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 77.9% of the ETF — significant weight in a small number of names.
ETF Information
AUM$490.3M
Expense Ratio1.03%
Dividend Yield3.66%
Holdings1
Inception DateMay 2019
Domicile–
Distribution–
Index–
ProviderKraneShares
Beta0.83
CategoryInflation-Protected Bond
CurrencyUSD
Portfolio Impact
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6168
+7 points · better diversified