XVZ S&P 500 Dynamic VIX ETN
- Volatility Hedged Equity
XVZ - Profile
- Issuer: Barclays iPath
- Structure: ETN
- Expense Ratio: 0.95%
- ETF Home Page: XVZ
- Inception: Aug 17, 2011
- Tax Form: 1099
- XVZ Tracks This Index: S&P 500 Dynamic VIX Futures Total Return Index
- 52 Week Lo: $26.35
- 52 Week Hi: $36.08
- AUM: $32.1 M
- Shares: 1.2 M
Alternative ETFs in the Volatility Hedged Equity Category
|Type||Ticker||Expense Ratio||Assets||Avg. Daily Vol||YTD Return|
|Most Liquid (Volume)|
|Top YTD Performer|
The index is designed to dynamically allocate between the S&P 500 VIX Short-Term Futures Index Excess Return and the S&P 500 VIX Mid-Term Futures Index Excess Return by monitoring the steepness of the implied volatility curve. The Index seeks to react positively to overall increases in market volatility and aims to lower the roll cost of investments linked to future implied volatility.
XVZ - Realtime Rating
Realtime Rating Summary
XVZ is a passive ETN that seeks to replicate S&P 500 Dynamic VIX Futures Total Return Index. The index is designed to dynamically allocate between the S&P 500 VIX Short-Term Futures Index Excess Return and the S&P 500 VIX Mid-Term Futures Index Excess Return by monitoring the steepness of the implied volatility curve. The Index seeks to react positively to overall increases in market volatility and aims to lower the roll cost of investments linked to future implied volatility.
The adjacent table gives investors an individual Realtime Rating for XVZ on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Volatility Hedged Equity with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.
XVZ In-Depth Analysis
The following tables and charts contain in-depth metrics for XVZ and compare it to similar peer ETFs within its ETFdb Category.
XVZ - Expenses & Fees
This section compares the cost efficiency of XVZ to peers in the same ETFdb Category.
Expenses Ratio Analysis
Commission Free Trading in XVZ
XVZ is not currently available for commission free trading on any platforms.
Category Commission Free Trading
There are 0 other ETFs in the Volatility Hedged Equity ETFdb Category that are also eligible for commission free trading:
XVZ - Performance
This section shows how XVZ has performed relative to its peer group ETFdb Category.
XVZ - Charts
The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.
The following chart also includes the option to compare the performance of XVZ relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.
XVZ - Technicals
XVZ Volatility Analysis
This section shows how the volatility of XVZ compares to the peer group ETFdb Category.
- 20 Day MA: $26.95
- 60 Day MA: $28.22
- MACD 15 Period: 0.07
- MACD 100 Period: -1.79
- Williams % Range 10 Day: 41.18
- Williams % Range 20 Day: 86.00
- RSI 10 Day: 36
- RSI 20 Day: 34
- RSI 30 Day: 35
- Ultimate Oscillator: 44
XVZ Bollinger Bands
- Lower Bollinger (10 Day): $26.37
- Upper Bollinger (10 Day): $26.81
- Lower Bollinger (20 Day): $25.58
- Upper Bollinger (20 Day): $28.32
- Lower Bollinger (30 Day): $25.60
- Upper Bollinger (30 Day): $29.35
XVZ Support & Resistance
- Support Level 1: $26.60
- Support Level 2: $26.56
- Resistance Level 1: $26.68
- Resistance Level 2: $26.72
- Stochastic Oscillator %D (1 Day): 56.76
- Stochastic Oscillator %D (5 Day): 64.90
- Stochastic Oscillator %K (1 Day): 57.56
- Stochastic Oscillator %K (5 Day): 55.11
Latest XVZ News
August ETF Roundup: Launches, Filings, and Closures
Updated ETF Screener: Now Including Screens For Alternatives ETFs
iPath Rolls Out Dynamic VIX ETN (XVZ)
Other ETFs in this ETFdb Category
- PHDG PowerShares S&P 500 Downside Hedged Portfolio
- VQT Barclays ETN+ S&P VEQTOR ETN
- SPXH VelocityShares Volatility Hedged Large Cap ETF
- VQTS ETRACS S&P 500 VEQTOR Switch ETN
- TRSK VelocityShares Tail Risk Hedged Large Cap ETF
- VIXH CBOE S&P 500 VIX Tail Hedge Fund
2014 Morningstar, Inc. All Rights Reserved. The information contained herein: ( 1 ) is proprietary to Morningstar and/or its content providers; ( 2 ) may not be copied or distributed; and ( 3 ) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.