Updated
Updated · GlobeNewswire · Jul 27
WEBs Says 8 of 11 Sector ETFs Posted Gains in Year 1 as Volatility Tested Strategy
Updated
Updated · GlobeNewswire · Jul 27

WEBs Says 8 of 11 Sector ETFs Posted Gains in Year 1 as Volatility Tested Strategy

2 articles · Updated · GlobeNewswire · Jul 27

Summary

  • WEBs Investments said 8 of its 11 Defined Volatility Sector ETFs delivered positive returns since their July 23, 2025 launch, marking the suite’s first anniversary after a year of sharp market swings.
  • The best performers were Energy at 60.91%, Technology at 51.10%, Health Care at 28.31% and Industrials at 20.34%, while Communication Services and Consumer Discretionary posted double-digit losses.
  • The funds use a rules-based process that raises equity exposure when realized volatility falls and shifts assets into U.S. Treasuries and cash equivalents when volatility rises, aiming to limit drawdowns without forcing taxable sales.
  • WEBs said the 11-fund suite extends its Defined Volatility lineup beyond broad-market products DVSP and DVQQ, with 5,000-share creation baskets and links to heavily traded sector ETFs intended to support liquidity in stressed markets.
  • The firm’s next focus is advisor education and showing how the strategy performs across a full market cycle, as it argues volatility management is becoming a more permanent portfolio need.

Insights

If traditional variance understates tech risks, are standard sector ETFs leaving you dangerously exposed to sudden crashes?
What hidden sacrifices lie inside rules-based ETFs that claim to tame market volatility without losing sector exposure?
Does shifting to cash during market turbulence actually save your portfolio, or just guarantee you miss the rebound?