DVXKWEBs Technology XLK Defined Volatility ETF
Seeks investment results that correspond to the performance of the Syntax Defined Volatility XLK Index.
By WEBs Investments Inc. · Launched 2025
Annual Cost
0.89%
#4,672 of 5,861 · expensive
Fund Size
$8M
#4,992 of 5,861 · small
Return (1Y)Goal
+40.7%
Track Record
1 year
#4,499 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$14,298+43.0%
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 XLK Index
What it actually holds
By weightConcentration
Top 2 holdings = 58.8% of fundmoderately concentrated
SS TECHNOLOGY SELECT SECTOR
48.6%
N/A
10.2%
Asset allocation
Cash
52.1%
Stocks
46.3%
Other
1.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
32.3%High
Year-on-year price swings
Max drawdown
-24.1%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 XLK Index.
- Strategy
- Passively manages a portfolio by investing at least 80% of net assets in financial instruments to achieve the investment results of the Syntax Defined Volatility XLK Index, which targets large-cap U.S. technology sector companies. The strategy dynamically allocates exposure to the Underlying ETF based on its volatility relative to a defined volatility rate.
- Inception date
- July 22, 2025
- Fund family
- WEBs Investments Inc.
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Data updated on 2026-08-04