Health · NASDAQ · USD · Data as of 2026-05-14
AUM
$576.4K
Expense ratio
0.89%
Yield
—
YTD return
-7.32%
Last price
$28.99
Active · Coverage 25% · low
Today
36.6
Outlook
41.3
Block A (composite-derived)
37.0
Block C (market behavior)
31.0
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
37.0
Coverage 25% · low
Liquidity
—
Expenses
45.0
Performance
—
Volatility
—
Dividend
—
Concentration
25.0
Smart Money
—
Activist
—
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
WEBs Defined Volatility XLV ETF (DVXV) is an exchange-traded fund from WEBs Investments Inc. in the Mixed asset class. Launched in 2025. Assets under management: 576,422.
Bullish Whales composite rating: 37 out of 100. Evidence coverage 25% across 2 of 8 axes. Strongest axes: expenses, concentration.
Weakest axes: concentration.
Top-10 weight 1%, diversified, led by XLV.
etf_composite_score_current · composite_score, concentration_score, confidence, coverage_pct, expenses_scoreetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, tickerThe WEBs Defined Volatility XLV ETF is a sector-focused exchange-traded fund (ETF) designed to manage risk by dynamically adjusting exposure to healthcare sector investments. Its primary function is to provide a stable investment experience by balancing risk and potential returns. The ETF tracks a Defined Volatility index created by Syntax, increasing exposure to the underlying healthcare sector when volatility is low and reducing exposure when volatility rises. This approach allows investors to manage risk more precisely within their portfolios, particularly in the healthcare sector. The ETF is part of a broader suite of sector-specific ETFs that offer tactical tools for sector rotation or fine-tuning portfolio exposure. By combining the benefits of risk management with sector-specific investment, this ETF offers a unique strategy for investors navigating market uncertainties.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $576,422. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for DVXV are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.