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DVQQWEBs QQQ Defined Volatility ETF

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The manager implements its investment objective by investing, under normal market conditions, at least 80% of its net assets in financial instruments that achieve the investment results of the index. The index is a rules-based strategy that seeks to track the performance of the Invesco QQQ TrustSM, Series 1, with investment exposure to the underlying ETF adjusted for a targeted annual volatility rate of 22%. The fund is non-diversified.

WEBs Investments Inc. · Since 2024 (1 year)

Annual Cost

0.94%

#4377 out of 5,332 ETFs

Fund Size

$3M

#4969 out of 5,332 ETFs

Dividend Yield

0.04%

Track Record

1 year

#4099 out of 5,332 ETFs

Performance

1 Year

+41.9%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
volatility strategy

Asset allocation

Cash
56.6%
Stocks
46.0%

Top holdings

Invesco QQQ TrustQQQ46.1%

Risk profile

Volatility (1Y)

22.4%

High

Max drawdown

-23.1%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05