Screener
IVOL vs IGHG
Quadratic Interest Rate Volatility and Inflation Hedge ETF New vs ProShares Investment Grade—Interest Rate Hedged
Key differences
Both IVOL and IGHG are fixed income ETFs. IVOL charges 0.98% a year and IGHG 0.30%. The main difference: IVOL follows a multi strategy strategy; IGHG uses tactical allocation.
- IVOL follows a multi strategy strategy; IGHG uses tactical allocation.
- IGHG costs 0.68% less per year.
- 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
| IVOL | IGHG | |
|---|---|---|
| Annual cost (TER) | 0.98% | 0.30% |
| Fund size (AUM) | $314M | $309M |
| Since | 2019 | 2013 |
| Dividend yield | 3.86% | 5.09% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | tactical allocation |
| CAGR 1Y | -4.4% | +6.1% |
| CAGR 3Y | -3.1% | +8.6% |
| CAGR 5Y | -5.8% | +5.3% |
| Sharpe 3Y | -0.60 | 1.19 |
| Volatility 1Y | 6.74% | 3.41% |
| Max drawdown | -31.16% | -25.16% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.