IVOLQuadratic Interest Rate Volatility and Inflation Hedge ETF New

Diversifier7y track recordRanked #74 of 266 in this goal

Seeks to hedge interest rate movements and provide enhanced inflation-protected income.

By KraneShares · Launched 2019

Annual Cost

0.98%

#5,069 of 5,861 · expensive

Fund Size

$276M

#2,084 of 5,861 · mid-size

Return (1Y)Goal

-6.8%

Track Record

7 years

#1,878 of 5,861 · established

Performance

Total-return NAV · USD

Growth of $10,000

$9,241-7.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Multi strategy

What it actually holds

By weight

Concentration

Top 10 holdings = 89.0% of fundconcentrated

Schwab Us Tips Etf

79.0%

USD CMS 2-10 04/14/2027 20 CAP E

1.7%

USD CMS 2-10 05/17/2028 55 CAP E

1.6%

USD CMS 2-10 09/15/2027 50 CAP E

1.4%

USD CMS 2-10 10/18/2029 38 CAP E

1.4%

USD CMS 2-10 09/15/2028 85 CAP E

1.1%

USD CMS 2-10 12/09/2026 28 CAP E

1.1%

USD CMS 2-10 06/15/2027 70 CAP E

0.9%

USD CMS 2-10 11/13/2026 43 CAP E

0.5%

USD CMS 2-10 08/13/2026 48 CAP E

0.2%

Asset allocation

Bonds

85.6%

Cash

14.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

6.8%Low

Year-on-year price swings

Max drawdown

-31.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)

-0.53Below average

Sortino (3Y)

-0.74Moderate downside risk

Bond profile

Duration

1.3 years

Avg maturity

9.4 years

Credit ratings

US Government

85.6%

100.0%

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to hedge interest rate movements and provide enhanced inflation-protected income.
Strategy: Actively manages a portfolio primarily invested in U.S. Treasury Inflation-Protected Securities (TIPS) and long options tied to the U.S. interest rate curve to hedge against inflation risk. Aims to benefit from market stress during periods of increased fixed income volatility.
Inception date: May 13, 2019
Fund family: KraneShares

Similar funds

Same asset class, closest by strategy & exposure

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HIDE

Alpha Architect High Inflation And Deflation ETF

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TER 0.29%3Y +4.5%$140M

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Data updated on 2026-08-04