DVSP

WEBs Investments$29.52+0.47 (+1.63%)
AUM $1.6MER 0.85%NAV $29.05Holdings 4

Price Chart

Key Statistics

Previous Close

$29.05

Day Range

$29.52$29.52

52-Week Range

$23.71$30.55

Avg Volume

753

Dividend Yield

Expense Ratio

0.85%

AUM

$1.6M

Shares Outstanding

Sector Breakdown

SectorWeight %
Technology38.47%
Financial Services12.11%
Communication Services9.62%
Consumer Cyclical9.35%
Healthcare9.29%
Industrials7.81%
Consumer Defensive4.46%
Energy3.40%
Utilities2.00%
Real Estate1.81%
Basic Materials1.69%

Country Allocation

CountryWeight %
Other51.72%
United States48.28%

Fund Information

Category
Technology
Inception Date
Dec 16, 2024
Exchange
NASDAQ
Description
DVSP follows an index that tracks the performance of the SPDR S&P 500 ETF (SPY) while seeking to maintain a defined annual volatility rate of 20%. On each trading day, the index measures SPY's 21-day volatility and adjusts its exposure to the underlying ETF accordingly. If the measured short-term volatility is below the defined volatility rate, the index increases exposure to the underlying ETF using total return swaps, thereby increasing volatility. Conversely, if the short-term volatility exceeds the defined volatility rate, the index decreases exposure to the underlying ETF and utilizes cash positions to reduce volatility. The exposure to the underlying ETF varies dynamically between 0-200%. The underlying ETF, SPY, seeks to track the S&P 500 Index, which includes 500 committee-selected, US large-cap companies of varying industries.

Similar ETFs

SymbolNameAUM
VTIVanguard Morningstar Total Stock Market ETF$2.30T
VOOVanguard S&P 500 ETF$1.70T
IVViShares Core S&P 500 ETF$839.60B
SPYState Street SPDR S&P 500 ETF$803.52B
QQQInvesco QQQ Trust, Series 1$481.71B

The WEBs ETF Trust - WEBs SPY Defined Volatility ETF (DVSP) is an exchange-traded fund issued by WEBs Investments that launched on Dec 16, 2024. It currently manages $1.6M in assets under management. The fund charges an expense ratio of 0.85%. The fund holds 4 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1TRS SPDR S&P 500 ETF TRUST /LONG/143.37%3,199$2.4M
2CASH48.88%826,506$827K
3SPYSS SPDR S&P 500 ETF TRUST-US45.62%1,018$771K
4TRS SPDR S&P 500 ETF TRUST /SHORT/-137.88%-2,331,357$-2331357

Detailed Returns

PeriodReturnETF
1D
+1.63%
1W
-1.61%
1M
-3.30%
3M
+1.12%
6M
+14.18%
YTD
+8.87%
1Y
+13.10%
3Y
+18.63%
5Y
+18.63%

Moving Averages

20-Day MA

$29.82

Below 20-Day MA
50-Day MA

$29.42

Above 50-Day MA
200-Day MA

$27.88

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$30.55

Current Price

$29.52

52-Week Low

$23.71

$23.71$30.55

Current Yield

Annual Dividend

$0.0754

Frequency

1x/year

Last Ex-Date

Dec 30, 2025

Dividend History

Ex-DateAmountPay Date
Dec 30, 2025$0.0754Jan 5, 2026

Dividend Payments Over Time

Category Comparison

MetricDVSPTechnology(1660 ETFs)
Fund Info
Expense Ratio0.85%0.61%
AUM$1.6M$6.83B
Dividend Yield2.94%
Avg Volume753432.5K
Holdings4198
Performance
1-Month Return-0.32%
6-Month Return+8.18%
YTD Return+13.83%
1-Year Return+27.29%

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