DVXEWEBs Energy XLE Defined Volatility ETF
Tracks the performance of the Syntax Defined Volatility XLE Index.
By WEBs Investments Inc. · Launched 2025
Annual Cost
0.89%
#4,665 of 5,854 · expensive
Fund Size
$0.9M
#5,667 of 5,854 · small
Return (1Y)Goal
+54.8%
Track Record
1 year
#4,500 of 5,854 · young
Performance
Total-return NAV · USDGrowth of $10,000
$15,475+54.8%
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 XLE Index
What it actually holds
By weightConcentration
Top 2 holdings = 50.8% of fundmoderately concentrated
SS ENERGY SELECT SECTOR
44.0%
N/A
6.8%
Asset allocation
Cash
52.9%
Stocks
44.8%
Other
2.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
29.7%High
Year-on-year price swings
Max drawdown
-21.8%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 XLE Index.
- Strategy
- Invests primarily in financial instruments to achieve the investment results of the Syntax Defined Volatility XLE Index, focusing on large-cap U.S. energy sector companies. The Fund is passively managed and aims for investment results that correspond to the Index's performance.
- Inception date
- July 22, 2025
- Fund family
- WEBs Investments Inc.
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Data updated on 2026-08-03