DVSP
+1.91 · +7.50%
$27.40 · NASDAQ

WEBs Defined Volatility SPY ETF (DVSP) ETF Analysis | Large Blend

WEBs Investments Inc. · USA
AUM:$2.7M
#– of – in Large Blend 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 12.7% over the past year, showing positive momentum.

What is DVSP?

The fund 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 SPDR® S&P 500® ETF, with investment exposure to the underlying ETF adjusted for a targeted annual volatility rate of 20%.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
DVSP returned 12.7% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Concentration
Top 10 holdings make up 46.5% of the ETF — a moderate level of name concentration.
Income Component
Current yield of 0.27% — modest income alongside capital growth potential.
ETF Information
AUM$2.7M
Expense Ratio0.00%
Dividend Yield0.27%
Holdings1
Inception DateDec 2024
Domicile–
Distribution–
Index–
ProviderWEBs Investments Inc.
Beta–
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would DVSP 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
+11.0%
1Y
+18.4%
3Y
+20.9%
5Y
+20.9%
OpenBook InsightIf you had invested £10,000 in DVSP 5 years ago, it would have grown to £12,086 — a gain of £2,086.

Annual Returns

Calendar year performance

DVSP delivered positive returns in 2 of the last 3 calendar years.
YearDVSP
2026 YTD+10.6%
2025+16.0%
2024-5.6%
CAGR 2yr+4.6%
2/3 positive yearsAvg return: +7.0%Worst year: -5.6% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
19.8%
Low
Momentum
+5.5%
30-day change
Support Level
29.44
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.