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DVUT vs. BILT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DVUT vs. BILT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WEBs Utilities XLU Defined Volatility ETF (DVUT) and iShares Infrastructure Active ETF (BILT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DVUT achieves a 3.22% return, which is significantly lower than BILT's 12.39% return.


DVUT

1D
2.63%
1M
-8.88%
YTD
3.22%
6M
-1.12%
1Y
3Y*
5Y*
10Y*

BILT

1D
1.02%
1M
-2.06%
YTD
12.39%
6M
11.94%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DVUT vs. BILT - Yearly Performance Comparison


Correlation

The correlation between DVUT and BILT is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Aug 1, 2025

0.73

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Return for Risk

DVUT vs. BILT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WEBs Utilities XLU Defined Volatility ETF (DVUT) and iShares Infrastructure Active ETF (BILT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

DVUT vs. BILT - Sharpe Ratio Comparison


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Sharpe Ratios by Period


DVUTBILTDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

2.00

-1.76

Drawdowns

DVUT vs. BILT - Drawdown Comparison

The maximum DVUT drawdown since its inception was -18.27%, which is greater than BILT's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for DVUT and BILT.


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Drawdown Indicators


DVUTBILTDifference

Max Drawdown

Largest peak-to-trough decline

-18.27%

-5.38%

-12.89%

Current Drawdown

Current decline from peak

-13.63%

-2.36%

-11.27%

Average Drawdown

Average peak-to-trough decline

-7.60%

-1.43%

-6.17%

Volatility

DVUT vs. BILT - Volatility Comparison


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Volatility by Period


DVUTBILTDifference

Volatility (1Y)

Calculated over the trailing 1-year period

26.73%

10.30%

+16.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.73%

10.30%

+16.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.73%

10.30%

+16.43%

DVUT vs. BILT - Expense Ratio Comparison

DVUT has a 0.89% expense ratio, which is higher than BILT's 0.60% expense ratio.


Dividends

DVUT vs. BILT - Dividend Comparison

DVUT has not paid dividends to shareholders, while BILT's dividend yield for the trailing twelve months is around 1.33%.


Frequently Asked Questions


DVUT and BILT have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BILT is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BILT is cheaper with a 0.60% expense ratio, compared with 0.89% for DVUT.

BILT has the higher dividend yield at 1.33%, compared with 0.00% for DVUT.

They also come from different issuers: WEBs and iShares. Their fees differ too: 0.89% for DVUT and 0.60% for BILT.

Portfolio Optimizer

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