DVXVWEBs Health Care XLV Defined Volatility ETF
Seeks investment results that correspond to the performance of the Syntax Defined Volatility XLV Index.
By WEBs Investments Inc. · Launched 2025
Annual Cost
0.89%
#4,665 of 5,854 · expensive
Fund Size
$0.5M
#5,733 of 5,854 · small
Return (1Y)Goal
+29.6%
Track Record
1 year
#4,500 of 5,854 · young
Performance
Total-return NAV · USDGrowth of $10,000
$13,441+34.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeRegion
North americaStrategy
Volatility strategy
Index tracked
Syntax Defined Volatility XLV Index
What it actually holds
By weightConcentration
Top 2 holdings = 55.8% of fundmoderately concentrated
SS HEALTH CARE SELECT SECTOR
48.2%
N/A
7.6%
Asset allocation
Stocks
51.9%
Cash
39.9%
Other
8.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
21.9%High
Year-on-year price swings
Max drawdown
-14.4%Mild
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 XLV 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 XLV Index, which tracks large-cap U.S. health care companies. The strategy adjusts exposure to the Underlying ETF based on volatility relative to a defined target rate.
- Inception date
- July 22, 2025
- Fund family
- WEBs Investments Inc.
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Data updated on 2026-08-03