DVREWEBs Real Estate XLRE Defined Volatility ETF
Seeks investment results that correspond to the performance of the Syntax Defined Volatility XLRE Index.
By WEBs Investments Inc. · Launched 2025
Annual Cost
0.89%
#4,672 of 5,861 · expensive
Fund Size
$0.2M
#5,839 of 5,861 · small
Return (1Y)Goal
+4.5%
Track Record
1 year
#4,499 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,770+7.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index enhanced
Factor
Low volatility
Sector
Real estateFocus
Real Assets
Index tracked
Syntax Defined Volatility XLRE Index
What it actually holds
By weightConcentration
Top 2 holdings = 58.7% of fundmoderately concentrated
SS REAL ESTATE SELECT SECTOR
53.0%
N/A
5.7%
Asset allocation
Stocks
52.9%
Cash
42.4%
Other
4.7%
By sector
Real Estate
100.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
23.9%High
Year-on-year price swings
Max drawdown
-15.9%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
- Seeks investment results that correspond to the performance of the Syntax Defined Volatility XLRE Index.
- Strategy
- Invests primarily in securities of companies in the real estate sector of the large-cap U.S. equity market. The Fund is a passively managed ETF that aims to achieve the investment results of the Syntax Defined Volatility XLRE Index, dynamically adjusting exposure to the Underlying ETF based on volatility metrics.
- Inception date
- July 22, 2025
- Fund family
- WEBs Investments Inc.
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at DVRE. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-04