DVXF
+0.46 · +1.81%
$25.62 · NASDAQ

WEBs Defined Volatility XLF ETF (DVXF) ETF Analysis | Financial

WEBs Investments Inc. · USA
AUM:$239,637
#– of – in Financial 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

DVXF returned +0.0% over the past year, broadly in line with flat market conditions.

What is DVXF?

The index is a rules-based strategy that seeks to track the net asset value of a portfolio of securities of companies in the financial sector of the large-cap U. The fund implements its investment objective by investing, under normal market conditions, at least 80% of its net assets (including borrowings for investment purposes) in financial instruments that achieve the investment results of the index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
DVXF returned 0.0% over the past year.
Concentrated Holdings
Top 10 holdings account for 53.2% of the ETF — significant weight in a small number of names.
ETF Information
AUM$239,637
Expense Ratio0.00%
Dividend Yield0.00%
Holdings1
Inception DateJul 2025
Domicile
Distribution
Index
ProviderWEBs Investments Inc.
Beta
CategoryFinancial
CurrencyUSD
Portfolio Impact

How would DVXF 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
+9.4%
1Y
-1.0%
3Y
+0.4%
5Y
+0.4%
OpenBook InsightIf you had invested £10,000 in DVXF 5 years ago, it would have grown to £10,039 — a gain of £39.

Annual Returns

Calendar year performance

DVXF delivered positive returns in 1 of the last 2 calendar years.
YearDVXF
2026 YTD-3.7%
2025+3.9%
1/2 positive yearsAvg return: +0.1%Worst year: -3.7% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
42.3%
Very High
Momentum
-8.7%
30-day change
Support Level
25.44
Key floor
Key Insights
  • Elevated volatility indicates higher short-term price variability and risk.
  • Monitor key support and resistance levels as part of broader risk assessment.