Screener
IGHG vs IRVH
ProShares Investment Grade—Interest Rate Hedged vs Global X Interest Rate Volatility & Inflation Hedge ETF
Key differences
Both IGHG and IRVH are fixed income ETFs. IGHG charges 0.30% a year and IRVH 0.45%. The main difference: IGHG follows a tactical allocation strategy; IRVH uses multi strategy.
- IGHG follows a tactical allocation strategy; IRVH uses multi strategy.
- IGHG costs 0.15% less per year.
- IGHG is much larger than IRVH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IGHG has delivered higher annualized returns.
- IGHG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IGHG | IRVH | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.45% |
| Fund size (AUM) | $309M | $1M |
| Since | 2013 | 2022 |
| Dividend yield | 5.09% | 5.50% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | multi strategy |
| CAGR 1Y | +6.1% | -0.8% |
| CAGR 3Y | +8.6% | -0.5% |
| CAGR 5Y | +5.3% | N/A |
| Sharpe 3Y | 1.19 | -0.61 |
| Volatility 1Y | 3.41% | 4.87% |
| Max drawdown | -25.16% | -14.97% |
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