newsfilter
← Latest News
GlobeNewswire·

WEBs Defined Volatility℠ Sector ETFs Celebrate One Year of Helping Investors Navigate Volatile Markets

WHGDVSPDVQQDVXBDVXCDVXEDVXFDVXKDVINDVREDVUTDVXYDVXPDVXV
  • WEBs Investments launched 11 Defined Volatility Sector ETFs on July 23, 2025, to manage risk during volatility spikes & sector rotations.
  • The new suite expands the firm's lineup to include the flagship WEBs Defined Volatility SPY ETF (DVSP) & WEBs Defined Volatility QQQ ETF (DVQQ).
  • Funds employ a rules-based methodology that increases equity exposure when volatility is low & shifts assets to U.S. Treasuries & cash equivalents when volatility rises.
  • The strategy aims to preserve capital during drawdowns without triggering taxable events when exiting positions.
  • Liquidity is maintained through a 5,000-share creation basket & direct linkage to high-volume underlying sector ETFs.
  • Since inception, 8 of the 11 funds delivered positive returns, with Technology, Energy, Industrials, & Health Care leading performance.
  • The XLE Energy fund posted the highest returns with 60.91% (1-Year NAV) & 38.93% (Since Inception NAV), while the XLY fund recorded -11.13% (1-Year NAV).
  • All 11 funds carry a gross expense ratio of 0.89% as of July 22, 2026.
  • WEBs Investments was founded in 2024 by Ben Fulton, Keith Cunningham, Kevin Rich, & Tony Trevisan & is distributed by Foreside Fund Services, LLC.
  • The firm plans to deepen advisor education & demonstrate fund performance across full market cycles via the WEBs Learning Hub.