Morningstar

WEBs SPY Defined Volatility ETF DVSP

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

Morningstar’s Analysis DVSP

Will DVSP 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 DVSP’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DVSP 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 DVSP’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WEBs SPY 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 DVSP

More DVSP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Trs Spdr S&P 500 Etf Trust /Long/

89.49 1M
—

Us Dollars

50.47 803,232
Cash and Equivalents

State Street® SPDR® S&P 500® ETF

43.64 694,416
—

Trs Spdr S&P 500 Etf Trust /Short/

−83.60 −1M
—

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