Morningstar

WEBs QQQ Defined Volatility ETF DVQQ

Morningstar Medalist Rating
Medalist Rating as of | See WEBs Investment Hub

Morningstar’s Analysis DVQQ

Will DVQQ outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DVQQ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DVQQ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DVQQ’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WEBs QQQ Defined Volatility ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DVQQ

More DVQQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Trs Invesco Qqq Trust Series 1 /Long/

87.60 2M
—

Invesco QQQ Trust

44.88 965,932
—

Us Dollars

43.71 940,688
Cash and Equivalents

Trs Invesco Qqq Trust Series 1 /Short/

−76.20 −2M
—

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