The Global X Interest Rate Hedge ETF (RATE) is designed to hedge against increases in long-term U.S. interest rates, potentially benefiting during periods of market stress and elevated interest rate volatility. With an expense ratio of 0.45% and an AUM of $0.00B, RATE offers targeted exposure for investors seeking to mitigate interest rate risk. The fund's strategy focuses on providing a hedge, primarily through holdings in short-term Treasury Bills, with its largest holding being the Global X 1-3 Month T-Bill ETF (CLIP) at 91.35%. Past performance does not guarantee future results.
Global X - Interest Rate Hedge ETF (RATE) ETF — Price, Holdings & Analysis
The Global X Interest Rate Hedge ETF (RATE) is designed to hedge against increases in long-term U.S. interest rates, potentially benefiting during periods of market stress and elevated interest rate volatility. With an expense ratio of 0.45% and an AUM of $0.00B, RATE offers targeted exposure for investors seeking to mitigate interest rate risk. The fund's strategy focuses on providing a hedge, primarily through holdings in short-term Treasury Bills, with its largest holding being the Global X 1-3 Month T-Bill ETF (CLIP) at 91.35%. Past performance does not guarantee future results.
ETF Overview
The Global X Interest Rate Hedge ETF (RATE) seeks to provide a hedge against sharp increases in long-term U.S. interest rates and is expected to benefit during periods of market stress when interest rate volatility is elevated.
The Global X Interest Rate Hedge ETF (RATE) aims to provide a hedge against sharp increases in long-term U.S. interest rates. The fund is structured to potentially benefit during periods of market stress when interest rate volatility is high. RATE achieves this by investing primarily in instruments that are expected to perform well when interest rates rise. A significant portion of RATE's portfolio is allocated to the Global X 1-3 Month T-Bill ETF (CLIP), representing 91.35% of its holdings. This allocation suggests a strategy focused on short-term U.S. Treasury Bills, which are generally less sensitive to interest rate changes than longer-term bonds. The fund's sector allocation is entirely in Cash & Others, reflecting its focus on highly liquid, low-risk assets. RATE is designed for investors who are concerned about the potential negative impact of rising interest rates on their portfolios and are seeking a targeted hedging solution. Past performance does not guarantee future results.
Risk Metrics
The Global X Interest Rate Hedge ETF (RATE) carries certain risks that investors may want to research. With 91.35% of its assets invested in the Global X 1-3 Month T-Bill ETF (CLIP), RATE exhibits significant concentration risk. This means that the fund's performance is heavily reliant on the performance of a single asset. The fund's sector allocation is entirely in Cash & Others (100.0%), which reduces diversification and exposes the fund to risks specific to that sector. RATE has a 3-year beta of -3.67, indicating a strong negative correlation to the market. This suggests that the fund may perform well when the overall market declines, but it may also underperform when the market rises. The expense ratio of 0.45% will create a drag on performance over time, especially if the fund does not generate sufficient returns to offset this cost. Past performance does not guarantee future results.
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Risk Metrics
Beta: -3.67
常见问题
What is RATE and what does it track?
The Global X Interest Rate Hedge ETF (RATE) is designed to provide a hedge against sharp increases in long-term U.S. interest rates. The fund seeks to benefit during periods of market stress when interest rate volatility is elevated. RATE primarily invests in instruments that are expected to perform well when interest rates rise. As of 2026-03-15, its largest holding is the Global X 1-3 Month T-Bill ETF (CLIP), comprising 91.35% of the portfolio. The fund's investment strategy focuses on mitigating the negative impact of rising interest rates on investment portfolios. Past performance does not guarantee future results.
What is the expense ratio for RATE?
The expense ratio for the Global X Interest Rate Hedge ETF (RATE) is 0.45%. This means that for every $10,000 invested in the fund, $45 is deducted annually to cover operating expenses. While this is a factor to consider, it's important to weigh the expense ratio against the potential benefits of the fund's hedging strategy. When compared to the category average of 0.44%, RATE's expense ratio is slightly higher. Past performance does not guarantee future results.
What are the top holdings in RATE?
As of 2026-03-15, the top holding in the Global X Interest Rate Hedge ETF (RATE) is the Global X 1-3 Month T-Bill ETF (CLIP), with a weighting of 91.35%. This indicates that the fund's performance is significantly influenced by the performance of this particular holding. The fund's strategy focuses on short-term U.S. Treasury Bills, which are generally less sensitive to interest rate changes than longer-term bonds. the may be worth researching concentration of the portfolio when evaluating the fund's risk profile. Past performance does not guarantee future results.
Is RATE a good long-term investment?
The Global X Interest Rate Hedge ETF (RATE) is designed as a hedging tool against rising interest rates, rather than a traditional long-term investment. Its effectiveness is tied to periods of interest rate volatility and market stress. With an expense ratio of 0.45% and a beta of -3.67, RATE's performance will be influenced by its hedging strategy and the broader interest rate environment. Investors should carefully consider their investment goals and risk tolerance before allocating capital to RATE for the long term. Past performance does not guarantee future results.
How does RATE compare to similar ETFs?
The Global X Interest Rate Hedge ETF (RATE) differentiates itself through its specific focus on hedging against rising interest rates. While other ETFs may offer exposure to Treasury Bills or employ strategies to manage interest rate risk, RATE's approach is specifically designed to benefit during periods of market stress and elevated interest rate volatility. With an expense ratio of 0.45% and AUM of $0.00B, RATE is smaller than some of its competitors. Investors should compare the fund's strategy, holdings, and performance to those of other ETFs before making an investment decision. Past performance does not guarantee future results.
Does RATE pay dividends?
As of 2026-03-15, the Global X Interest Rate Hedge ETF (RATE) has a dividend yield of 0.00%. This indicates that the fund does not currently distribute dividends to its shareholders. Investors seeking income-generating investments may want to consider other ETFs with a higher dividend yield. However, RATE's primary objective is to provide a hedge against rising interest rates, rather than to generate income. Past performance does not guarantee future results.