DVQQ
+1.72 · +6.66%
$27.49 · NASDAQ

WEBs Defined Volatility QQQ ETF (DVQQ) ETF Analysis | Large Growth

WEBs Investments Inc. · USA
AUM:$3.2M
#– of – in Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 11.5% over the past year, showing positive momentum.

What is DVQQ?

The manager implements its investment objective by investing, under normal market conditions, at least 80% of its net assets in financial instruments that achieve the investment results of the index. The index is a rules-based strategy that seeks to track the performance of the Invesco QQQ TrustSM, Series 1, with investment exposure to the underlying ETF adjusted for a targeted annual volatility rate of 22%.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
DVQQ returned 11.5% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Concentration
Top 10 holdings make up 47.3% of the ETF — a moderate level of name concentration.
Income Component
Current yield of 0.04% — modest income alongside capital growth potential.
ETF Information
AUM$3.2M
Expense Ratio0.00%
Dividend Yield0.04%
Holdings1
Inception DateDec 2024
Domicile–
Distribution–
Index–
ProviderWEBs Investments Inc.
Beta–
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

How would DVQQ affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+17.9%
1Y
+23.5%
3Y
+25.3%
5Y
+25.3%
OpenBook InsightIf you had invested £10,000 in DVQQ 5 years ago, it would have grown to £12,528 — a gain of £2,528.

Annual Returns

Calendar year performance

DVQQ delivered positive returns in 2 of the last 3 calendar years.
YearDVQQ
2026 YTD+15.4%
2025+18.3%
2024-7.6%
CAGR 2yr+4.6%
2/3 positive yearsAvg return: +8.7%Worst year: -7.6% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
20.2%
Moderate
Momentum
+2.7%
30-day change
Support Level
30.81
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.