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SVIX
+3.65 · +18.84%
$23.02 · BATS

-1x Short VIX Futures ETF (SVIX) ETF Analysis | Trading--Inverse Equity

VS TRUST · USA
AUM:$142.1M
#– of – in Trading--Inverse Equity 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

Down 13.3% over the past year, indicating modest price weakness.

Cost Efficiency

Ongoing charge of 1.47% — above average for this category.

What is SVIX?

The index measures the daily inverse performance of a portfolio of first and second month VIX futures contracts. This theoretical portfolio is rolled each day to maintain a consistent time to maturity of the futures contracts.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Negative 12-Month Return
SVIX returned -13.3% over the past year, reflecting recent market conditions.
Higher Cost Profile
Expense ratio of 1.47% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 32.8% of the ETF — a moderate level of name concentration.
ETF Information
AUM$142.1M
Expense Ratio1.47%
Dividend Yield0.00%
Holdings1
Inception DateMar 2022
Domicile–
Distribution–
Index–
ProviderVS TRUST
Beta3.02
CategoryTrading--Inverse Equity
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+32.1%
1Y
+37.9%
3Y
-5.3%
5Y
+85.7%
OpenBook InsightIf you had invested £10,000 in SVIX 5 years ago, it would have grown to £18,567 — a gain of £8,567.

Annual Returns

Calendar year performance

SVIX delivered positive returns in 2 of the last 5 calendar years.
YearSVIX
2026 YTD+12.9%
2025-2.3%
2024-32.9%
2023+155.6%
2022-2.3%
CAGR 4yr+13.1%
2/5 positive yearsAvg return: +26.2%Worst year: -32.9% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
36.8%
High
Momentum
+17.9%
30-day change
Support Level
24.30
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Momentum is upward with a 17.9% move over 30 days.
  • Elevated volatility indicates higher short-term price variability and risk.
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