DVXE
WEBs ETF Trust WEBs Energy XLE Defined Volatility ETF
📎 Investment Objective
The DVXE ETF seeks to provide exposure to a portfolio of stocks with lower expected volatility compared to the broader energy sector.
Overview
ETF tracking WEBs ETF Trust WEBs Energy XLE Defined Volatility ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The DVXE ETF seeks to provide exposure to a portfolio of stocks with lower expected volatility compared to the broader energy sector.
🎯 Investment Strategy
The fund tracks an index that selects and weights energy sector stocks based on their expected volatility, with the goal of constructing a portfolio with lower overall risk than the broader energy market.
✨ Key Features
- Focuses on energy sector stocks with lower expected volatility
- Aims to provide exposure to the energy sector with reduced risk profile
- Employs a rules-based index methodology to select and weight portfolio holdings
- Relatively low expense ratio of 0.00%
⚠️ Primary Risks
- Concentration risk as the fund is focused solely on the energy sector
- Potential for underperformance compared to the broader energy market during periods of high volatility
- Liquidity risk due to the fund's small asset base and trading volume
- Tracking error risk as the fund may not perfectly replicate the performance of its underlying index
👤 Best For
The DVXE ETF may be suitable for investors seeking energy sector exposure with a focus on lower volatility, as part of a diversified portfolio. It may be of particular interest to risk-averse investors or those with a shorter investment horizon.
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