Global X Interest Rate Hedge ETF

Frequently Asked Questions About RATE

What does RATE invest in?

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.

What is the expense ratio of RATE?

Global X Interest Rate Hedge ETF (RATE) charges an expense ratio of 0.45%. This is the annual fee deducted from fund assets to cover management and operations.

How big is RATE?

Global X Interest Rate Hedge ETF (RATE) manages $1.6M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is RATE actively managed or an index fund?

RATE is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (RATE's is 0.45%) in exchange for the discretion to over- or under-weight positions.

When was RATE launched?

Global X Interest Rate Hedge ETF (RATE) launched in July 2022 and is managed by Global X.

How has RATE performed?

RATE's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.