Schwab US TIPS ETF

Quadratic Interest Rate Volatility and Inflation ETF

IVOL is an actively managed portfolio of TIPS and long options tied to the U.S. interest rate swap curve.

IVOL's underperformance stems from high volatility swaptions, despite correct market views on 2s10s normalization. The ETF's composition remains unchanged, with significant exposure to SCHP and swaptions on the 2s10s spread. High ROC utilization in IVOL leads to lower NAV, making SCHP a better standalone investment.

IVOL: Abandoning Ship (Rating Downgrade)

IVOL offers retail exposure to advanced interest rate derivatives typically only available to institutional traders, providing a way to bet on the steepening yield curve and macro dynamics. IVOL's holdings include TIPS and options on constant maturity swaps. We deconstruct these holdings and go through the implications. Performance is tied to the steepening yield curve, inflation expectations, and macroeconomic factors, making it a pure play macro bet.

IVOL: Massive Upside From Yield Curve Steepening

Cullen Enhanced Equity Income ETF

Fidelity Total Bond ETF

Fidelity Investment Grade Bond ETF

Fidelity Tactical Bond ETF

Thought leaders and portfolio managers across the industry weighed in on the direction of fixed income investments during the Q3 Fixed Income Symposium hosted by VettaFi.

Highlights From the Q3 Fixed Income Symposium

The Quadratic Interest Rate Volatility and Inflation Hedge ETF holds a portfolio of TIPS bonds and curve steepeners. With the Fed likely on hold until inflation declines, I believe the yield curve may stay inverted and act as a headwind for IVOL. Until macro conditions change, the IVOL is unlikely to outperform.

IVOL: Weighing The Value Drivers Leads To A Rating Downgrade

Fidelity Stocks for Inflation ETF

Horizon Kinetics Inflation Beneficiaries ETF

Amplify Inflation Fighter ETF

AXS Astoria Real Assets ETF

During a recent appearance at the Economic Club of New York, JPMorgan Chase JPM CEO Jamie Dimon expressed concerns that the U.S. economy could witness challenges similar to those of the 1970s. He indicated the likely resurgence of stagflation — a condition characterized by low growth combined with high inflation — which could complicate inflationary risks currently being faced by the U.S. economy, as quoted on a Yahoo Finance article.

Is 1970s Stagflation Knocking at the Door? ETFs to Play

The Quadratic Interest Rate Volatility and Inflation Hedge ETF is breaking out to the upside amid falling real yields and a steepening yield curve. IVOL should benefit from the ongoing deterioration in government finances, which should drive real yields lower across the board and a normalisation of the yield curve. The main risk comes from the ETF underperforming its stated objectives.

IVOL: This Inflation Hedge Is About To Break Out

Merk Stagflation ETF

The U.S. economy has been experiencing sticky inflation, higher rates and slower growth, meaning a stagflationary scenario.

ETFs to Play Amid Stagflation

The Krane Shares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF is a unique exchange traded fund. The ETF contains two main risk factors, namely a long position in US TIPS bonds and a bet on the normalization of the 2s10s curve after a historic inversion. The fund's performance is expected to improve as the Fed maintains a neutral stance and the 2s10s spread narrows.

IVOL: Time To Buy Bonds And 2s10s (Rating Upgrade)

VanEck Inflation Allocation ETF

With U.S. inflation appearing stubborn, this inflation-centric ETFs may come to investors' rescue.

6 ETFs to Play Persistent Inflation

ARK Fintech Innovation ETF

ARK Innovation ETF

ARK Web x.0 ETF

SPDR Bloomberg 1-3 Month T-Bill ETF

Vanguard Total Bond Market ETF

iShares MSCI Chile ETF

Madison Aggregate Bond ETF

First Trust NASDAQ Clean Edge Green Energy Index Fund

Invesco QQQ

VanEck Rare Earth/Strategic Metals ETF

AXS Real Estate Income ETF

SPDR S&P 500 ETF Trust

United States Natural Gas Fund LP

WisdomTree Bloomberg Floating Rate Treasury Fund

Invesco DB US Dollar Index Bullish Fund

Hi! In this week's ETF Wrap, you'll see the spot in markets investors liked in August as ETF flows trended below the historical average in a down month for stocks.

ETF flows ‘swoon' in August as this area of bonds dominate

An improving U.S. economy can push up inflation, going into 2024.

6 ETFs to Play "Upside Risks" to Inflation

The Quadratic Interest Rate Volatility and Inflation Hedge ETF is a contrarian trade that bets on 2-year US bond yields falling relative to 10-year inflation expectations. The IVOL ETF holds a portfolio of inflation-linked bonds and options to hedge against a steepening yield curve. Speculators are heavily betting on further upside in 2-year yields, but I strongly expect 2-year yields to fall below long-term inflation expectations in the next 12-24 months.

IVOL: A Contrarian Macro Investor's Dream

Vanguard Short-Term Inflation-Protected Securities ETF

Over the past year, inflation has become a pressing concern for many Americans. There has been a spike in everything from mortgage and interest rates on vehicles to everyday prices of consumer goods and food.

These ETFs Could Be a Hedge Against Another Rate Hike and Inflation

The Quadratic Interest Rate Volatility and Inflation Hedge ETF is a good buy due to the inverted bond yield curve and high yield on inflation-linked bonds. IVOL can benefit from yield curve steepening or declining real bond yields and offers a hedge against a decline in equity market risk. Two main macroeconomic scenarios that could drive a recovery in IVOL are a sharp drop in short-term rates due to recession or a recovery in inflation expectations.

IVOL: A Great Way To Hedge Rate And Equity Market Risk

Avantis U.S. Small Cap Value ETF

Ea Bridgeway Omni Small Cap Value ETF

iShares MSCI Germany ETF

VanEck Vectors Gold Miners ETF

VanEck Junior Gold Miners ETF

Franklin Income Focus ETF

iShares Russell 2000 ETF

SPDR S&P Bank ETF

SPDR S&P Regional Banking ETF

O'Shares US Small-Cap Quality Dividend ETF

Invesco S&P SmallCap Value with Momentum ETF

PIMCO 25+ Year Zero Coupon US Treasury Index ETF

Hello! This is markets reporter Isabel Wang bringing you this week's ETF Wrap. In this week's edition, we take a look at small-cap ETFs, which attracted significant inflows in the past week as small-cap stocks have rebounded after being left behind by the megacap technology shares which soared in 2023.

Why it is risky for ETF investors to blindly chase the small-cap rally

Breakwave Tanker Shipping ETF

Invesco KBW Bank ETF

AllianzIM US Large Cap Buffer10 May ETF

AllianzIM US Large Cap Buffer20 May ETF

Aberdeen Standard Physical Silver Shares ETF

SPDR Portfolio Developed World ex-US ETF

United States Oil Fund LP

SPDR S&P Biotech ETF

Hello! In this week's ETF Wrap, I caught up with The ETF Store's Nate Geraci and State Street's Matthew Bartolini on flows as investors worry about a potential recession and try to discern the Fed's next policy moves.

ETF flows point to ‘skittish' investors as it's ‘a little unwieldy out there' after Fed rate hikes

The death knell for First Republic Bank could be tolling as shares continue to plummet on Friday. Banking sector stress and fears of contagion led to a flight to treasuries and other safe havens mid-March and benefited funds like the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) that invest in TIPS and along the yield curve.

IVOL Continues to Outperform During Peak Bank Stress

The IVOL ETF holds a position in the SCHP ETF plus a portfolio of OTC yield curve steepener options. The IVOL ETF benefits when TIPS bonds increase in value or if the yield curve steepens.

IVOL: A Buy If You Think Recession Is Imminent

ASML Hld

Breakwave Dry Bulk Shipping ETF

Invesco China Technology ETF

Vanguard Extended Duration Treasury ETF

iShares MSCI Mexico ETF

WisdomTree Europe Hedged Equity Fund

Vanguard Mega Cap Growth ETF

Invesco Nasdaq 100 ETF

ROBO Global Robotics and Automation ETF

Simplify Short Term Treasury Futures Strategy ETF

VanEck Vectors Vietnam ETF

Despite increased volatility last month, markets ended the first quarter on a high note. Some of the best ETFs and mutual funds surged.

Stocks, Bonds Continue To Beat 'Severe' Conditions

Bank failures and fears of contagion in the broader sector have caused strong volatility spikes in markets this week, in an environment where a subset of strategies is thriving.

IVOL the Top Performing Fixed Income ETF During Banking Volatility

The IVOL ETF holds a position in the SCHP ETF plus a portfolio of yield curve steepener options. The IVOL ETF benefits when TIPS bonds increase in value or if the yield curve steepens.

IVOL: Not The Right Environment For This ETF

Markets are mulling over what the combination of a hotter January CPI print than expected alongside a jump in retail sales in January could mean for the Fed rate hiking path looking ahead.

Nancy Davis on the Importance of Inflation-Linked Assets

Invesco Taxable Municipal Bond ETF

Franklin Investment Grade Corporate ETF

AGF Global Infrastructure ETF

iShares Core S&P Small Cap ETF

Harbor Health Care ETF

Invesco S&P 500 Equal Weight Energy ETF

iShares 1-3 Year Treasury Bond ETF

iShares TIPS Bond ETF

These are the questions on every investor's mind: Have markets really priced in the severity of the Fed's campaign against inflation? How bad would a 2023 recession be — if there is one at all?

3 Ways to Play iShares' 2023 Hot Takes With ETFs

IVOL is an ETF designed to provide a hedge against inflation and fixed income volatility. 2022 has been a year of record inflation and volatility as measured by the MOVE Index.

IVOL: Continuing To Disappoint

Avantis International Small Cap Value ETF

Avantis US Equity ETF

Manager Directed Portfolios - iM DBi Managed Futures Strategy ETF

iPath Global Carbon ETN

Innovator S&P 500 Power Buffer ETF - November

Global X Cannabis ETF

RPAR Risk Parity ETF

It may not feel like it, but it was just three years ago that the SEC adopted its new ETF rules, modernizing how the wrapper is regulated. The move had been a long time coming, taking the burgeoning ETF space to new heights.

News for Quadratic Interest Rate Volatility and Inflation ETF ETF (IVOL)