DVXYWEBs Consumer Discretionary XLY Defined Volatility ETF
Seeks to provide investment results that correspond to the performance of the Syntax Defined Volatility XLY Index.
By WEBs Investments Inc. · Launched 2025
Annual Cost
0.89%
#4,672 of 5,861 · expensive
Fund Size
$0.2M
#5,847 of 5,861 · small
Return (1Y)Goal
-8.8%
Track Record
1 year
#4,499 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$9,123-8.8%
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 XLY Index
What it actually holds
By weightConcentration
Top 2 holdings = 50.3% of fundmoderately concentrated
SS CONSUMER DISC SELECT SECT
56.0%
N/A
-5.7%
Asset allocation
Stocks
52.0%
Cash
46.3%
Other
1.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
27.5%High
Year-on-year price swings
Max drawdown
-24.3%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 to provide investment results that correspond to the performance of the Syntax Defined Volatility XLY Index.
- Strategy
- Invests primarily in financial instruments to achieve results that correspond to the Syntax Defined Volatility XLY Index, a rules-based strategy targeting the consumer discretionary sector of the large-cap U.S. equity market. The Fund is passively managed and aims for investment results based on the Underlying ETF's performance.
- Inception date
- July 22, 2025
- Fund family
- WEBs Investments Inc.
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Data updated on 2026-08-04