IVOL vs XCCC

Comparison between QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF (IVOL, ETF) and BONDBLOXX CCC RATED USD HIGH YIELD CORPORATE BOND ETF (XCCC, ETF).

IVOL vs XCCC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVOL(ETF)	XCCC(ETF)
Net Assets	$314M	$314M
Expense Ratio	0.98%	0.40%
Max Drawdown	39.76%	17.35%
Sharpe Ratio	-1.18	0.46
5Y Beta	-0.20	0.36
5Y Dividends CAGR	-5.74%	N/A

Net Assets

IVOL

$314M

Winner

XCCC

$314M

Expense Ratio

IVOL

0.98%

Winner

XCCC

0.40%

Max Drawdown

IVOL

39.76%

Winner

XCCC

17.35%

Sharpe Ratio

IVOL

-1.18

Winner

XCCC

0.46

5Y Beta

Winner

IVOL

-0.20

XCCC

0.36

5Y Dividends CAGR

IVOL

-5.74%

XCCC

N/A

IVOL vs XCCC - Historical Returns

Returns include dividend reinvestment.

Period	IVOL	XCCC
1 month	-1.68%	+1.61%
3 months	-5.53%	+3.68%
6 months	-6.71%	+1.14%
1 year	-4.62%	+6.35%
5 years(CAGR)	-5.60%	+8.50%
Max(CAGR)	-1.37%	+8.50%

IVOL

-1.68%

Winner

XCCC

+1.61%

IVOL

-5.53%

Winner

XCCC

+3.68%

IVOL

-6.71%

Winner

XCCC

+1.14%

IVOL

-4.62%

Winner

XCCC

+6.35%

5Y(CAGR)

IVOL

-5.60%

Winner

XCCC

+8.50%

Max(CAGR)

IVOL

-1.37%

Winner

XCCC

+8.50%

IVOL vs XCCC - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	IVOL	XCCC
2026	-6.31%	+0.66%
2025	+12.03%	+6.96%
2024	-10.51%	+14.08%
2023	-4.63%	+20.20%
2022	-12.97%	-5.37%
2021	-0.69%	N/A
2020	+14.96%	N/A
2019	+3.23%	N/A

IVOL vs XCCC Drawdown Comparison

The maximum drawdown for IVOL was -31.17%, occurring on Dec 18, 2024. This drawdown has not yet recovered.

The maximum drawdown for XCCC was -11.00%, occurring on Apr 8, 2025. Recovery took 79 trading sessions.

The current IVOL drawdown is -26.65%. The current XCCC drawdown is -0.32%.

Rank	IVOL	XCCC
#1	-31.17% May 10, 2021 - Dec 18, 2024	-11.00% Feb 26, 2025 - Jun 20, 2025
#2	-8.02% Mar 6, 2020 - Mar 26, 2020	-9.98% Aug 15, 2022 - Feb 2, 2023
#3	-3.93% Mar 26, 2020 - Apr 8, 2020	-8.62% Jun 2, 2022 - Aug 11, 2022
#4	-3.23% Jun 6, 2019 - Feb 28, 2020	-5.42% Feb 2, 2023 - Jun 8, 2023
#5	-2.52% Apr 13, 2020 - May 8, 2020	-5.12% Jan 22, 2026 - Mar 27, 2026
#6	-2.26% Feb 16, 2021 - May 5, 2021	-4.82% Sep 14, 2023 - Nov 29, 2023
#7	-1.94% Aug 31, 2020 - Dec 2, 2020	-3.78% Mar 20, 2024 - Jul 16, 2024
#8	-1.50% May 16, 2019 - May 30, 2019	-2.55% Jul 31, 2024 - Aug 14, 2024
#9	-1.37% May 8, 2020 - Jun 4, 2020	-2.14% Sep 22, 2025 - Jan 5, 2026
#10	-1.22% Jun 5, 2020 - Aug 5, 2020	-1.86% Dec 27, 2023 - Feb 23, 2024
#11	-0.51% Aug 17, 2020 - Aug 25, 2020	-1.79% Dec 11, 2024 - Jan 6, 2025
#12	-0.47% Jan 21, 2021 - Feb 3, 2021	-1.41% Jul 31, 2023 - Aug 14, 2023
#13	-0.39% Dec 21, 2020 - Jan 4, 2021	-1.17% Jan 6, 2025 - Jan 21, 2025
#14	-0.39% Jan 7, 2021 - Jan 14, 2021	-1.13% Jun 15, 2023 - Jun 30, 2023
#15	-0.31% Feb 8, 2021 - Feb 12, 2021	-1.02% Jun 30, 2023 - Jul 12, 2023

Correlation

Correlation between IVOL and XCCC is -0.56 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.56

-101