DVRE WEBs Defined Volatility XLRE ETF

About this ETF

WEBs Defined Volatility XLRE ETF is an exchange-traded fund designed to provide exposure to the U.S. real estate sector while managing risk through a dynamic volatility overlay. The fund passively tracks the Syntax Defined Volatility XLRE Index, which monitors short-term realized volatility using the previous 21 trading days of sector performance. The ETF's strategy increases exposure to real estate equities—specifically those represented by the Select Sector SPDR Real Estate ETF—when volatility is below a pre-defined 25% threshold, and reduces exposure in favor of cash equivalents or U.S. Treasuries when volatility exceeds this level. This rules-based approach is intended to offer a more stable investment experience and aims to enhance risk-adjusted returns for investors seeking targeted sector exposure. WEBs Defined Volatility XLRE ETF appeals to those looking for tactical real estate allocation tools or as part of a sector rotation strategy, and is part of a larger suite of Defined Volatility ETFs developed by WEBs Investments in partnership with Westwood Holdings Group, leveraging Syntax’s index methodology to democratize institutional risk management techniques for a broad investor base.