DVXFWEBs Financial XLF Defined Volatility ETF
Seeks investment results that correspond to the performance of the Syntax Defined Volatility XLF Index.
By WEBs Investments Inc. · Launched 2025
Annual Cost
0.89%
#4,672 of 5,861 · expensive
Fund Size
$0.3M
#5,829 of 5,861 · small
Return (1Y)Goal
+12.2%
Track Record
1 year
#4,499 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,220+12.2%
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 XLF Index
What it actually holds
By weightConcentration
Top 2 holdings = 51.6% of fundmoderately concentrated
SS FINANCIAL SELECT SECTOR
51.9%
N/A
-0.3%
Asset allocation
Stocks
49.1%
Cash
44.0%
Other
7.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
26.1%High
Year-on-year price swings
Max drawdown
-25.3%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 XLF Index.
- Strategy
- Passively manages a portfolio of financial instruments to achieve investment results corresponding to the Syntax Defined Volatility XLF Index. Focuses on large-cap U.S. companies in the financial sector, dynamically adjusting exposure to the Underlying ETF based on volatility metrics.
- Inception date
- July 22, 2025
- Fund family
- WEBs Investments Inc.
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Data updated on 2026-08-04