DVUTWEBs Utilities XLU Defined Volatility ETF
Seeks investment results that correspond to the performance of the Syntax Defined Volatility XLU Index.
By WEBs Investments Inc. · Launched 2025
Annual Cost
0.89%
#4,672 of 5,861 · expensive
Fund Size
$0.3M
#5,802 of 5,861 · small
Return (1Y)Goal
+5.2%
Track Record
1 year
#4,499 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,519+5.2%
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
UtilitiesIndex tracked
Syntax Defined Volatility XLU Index
What it actually holds
By weightConcentration
Top 2 holdings = 57.8% of fundmoderately concentrated
ST SR UTL SL SE SPDR ETF-USD
48.4%
N/A
9.5%
Asset allocation
Stocks
49.5%
Cash
45.5%
Other
5.0%
By sector
Utilities
100.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
26.5%High
Year-on-year price swings
Max drawdown
-18.3%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 XLU Index.
- Strategy
- Invests primarily in financial instruments to achieve results that correspond to the performance of the Syntax Defined Volatility XLU Index, a rules-based strategy focused on the utilities sector of the large-cap U.S. equity market. The Fund is passively managed and dynamically allocates exposure to the Underlying ETF based on volatility measurements.
- Inception date
- July 22, 2025
- Fund family
- WEBs Investments Inc.
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Data updated on 2026-08-04