Morningstar

Quadratic Interest Rate Volatility and Inflation Hedge ETF New IVOL

Morningstar Medalist Rating
Medalist Rating as of | See Kraneshares Investment Hub

Morningstar’s Analysis IVOL

Will IVOL outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IVOL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IVOL management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IVOL’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Quadratic Intrst Rt Vol & Infl H ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings IVOL

More IVOL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 84.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schwab US TIPS ETF™

73.40 156M
—

Cash

15.83 34M
Cash and Equivalents

Usd Cms 2-10 10/18/29 38

2.57 5M
Government

Usd Cms 2-10 06/15/27 3

2.50 5M
Government

Usd Cms 2-10 05/17/28 55

1.95 4M
Government

Usd Cms 2-10 09/15/28 85

1.57 3M
Government

Usd Cms 2-10 04/14/27 20

0.93 2M
Government

Usd Cms 2-10 09/15/27 50

0.52 1M
Government

Usd Cms 2-10 01/13/27 1

0.36 769,993
Government

Usd Cms 2-10 02/08/27 13

0.36 763,585
Government

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