DVINWEBs Industrials XLI Defined Volatility ETF
Tracks the performance of the Syntax Defined Volatility XLI Index.
By WEBs Investments Inc. · Launched 2025
Annual Cost
0.89%
#4,672 of 5,861 · expensive
Fund Size
$0.3M
#5,782 of 5,861 · small
Return (1Y)Goal
+17.8%
Track Record
1 year
#4,499 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,778+17.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeRegion
North americaStrategy
Tactical allocation
Index tracked
Syntax Defined Volatility XLI Index
What it actually holds
By weightConcentration
Top 2 holdings = 60.7% of fundconcentrated
SS INDUSTRIAL SELECT SECTOR
48.8%
N/A
11.8%
Asset allocation
Stocks
51.0%
Cash
38.5%
Other
10.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
24.6%High
Year-on-year price swings
Max drawdown
-18.5%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Tracks the performance of the Syntax Defined Volatility XLI Index.
- Strategy
- Invests primarily in financial instruments to achieve results corresponding to the Syntax Defined Volatility XLI Index, a rules-based strategy focused on large-cap U.S. industrial companies. The Fund is passively managed and targets a defined volatility rate of 25% through dynamic exposure adjustments to the Underlying ETF.
- Inception date
- July 22, 2025
- Fund family
- WEBs Investments Inc.
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Data updated on 2026-08-04