DVXE vs. DVRE

Last updated Jun 23, 2026

DVXE (WEBs Energy XLE Defined Volatility ETF) and DVRE (WEBs Real Estate XLRE Defined Volatility ETF) are both exchange-traded funds - DVXE is a Energy Equities fund tracking the Syntax Defined Volatility XLE Index, while DVRE is a REIT fund tracking the Syntax Defined Volatility XLRE Index. Both are passively managed. At a 0.13 correlation, their price movements are largely independent. Both charge a 0.89% expense ratio.

Performance

DVXE vs. DVRE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WEBs Energy XLE Defined Volatility ETF (DVXE) and WEBs Real Estate XLRE Defined Volatility ETF (DVRE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DVXE achieves a 32.83% return, which is significantly higher than DVRE's 10.42% return.

DVXE

• 1D: 1.51%
• 1M: -9.73%
• YTD: 32.83%
• 6M: 34.88%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

DVRE

• 1D: 1.61%
• 1M: -1.62%
• YTD: 10.42%
• 6M: 11.27%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

DVXE vs. DVRE - Yearly Performance Comparison

	2026 (YTD)	2025
DVXE WEBs Energy XLE Defined Volatility ETF	32.83%	4.49%
DVRE WEBs Real Estate XLRE Defined Volatility ETF	10.42%	-11.17%

Correlation

The correlation between DVXE and DVRE is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 23, 2025	0.13

Return for Risk

DVXE vs. DVRE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WEBs Energy XLE Defined Volatility ETF (DVXE) and WEBs Real Estate XLRE Defined Volatility ETF (DVRE). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

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

Drawdowns

DVXE vs. DVRE - Drawdown Comparison

The maximum DVXE drawdown since its inception was -20.56%, which is greater than DVRE's maximum drawdown of -15.88%. Use the drawdown chart below to compare losses from any high point for DVXE and DVRE.

Drawdown Indicators

	DVXE	DVRE	Difference
Max Drawdown Largest peak-to-trough decline	-20.56%	-15.88%	-4.68%
Current Drawdown Current decline from peak	-19.36%	-3.61%	-15.75%
Average Drawdown Average peak-to-trough decline	-6.30%	-6.23%	-0.07%

Volatility

Volatility by Period

	DVXE	DVRE	Difference
Volatility (1Y) Calculated over the trailing 1-year period	31.18%	25.31%	+5.87%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.18%	25.31%	+5.87%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.18%	25.31%	+5.87%

DVXE vs. DVRE - Expense Ratio Comparison

Both DVXE and DVRE have an expense ratio of 0.89%.

Dividends

DVXE vs. DVRE - Dividend Comparison

DVXE has not paid dividends to shareholders, while DVRE's dividend yield for the trailing twelve months is around 0.90%.

Position	TTM	2025
DVRE WEBs Real Estate XLRE Defined Volatility ETF	0.90%	0.99%
DVXE WEBs Energy XLE Defined Volatility ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both DVXE and DVRE in my portfolio?

DVXE and DVRE have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, DVXE or DVRE?

Both ETFs have the same 0.89% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, DVXE or DVRE?

DVXE and DVRE have the same expense ratio: 0.89% per year.

Which ETF pays a higher dividend yield, DVXE or DVRE?

DVRE has the higher dividend yield at 0.90%, compared with 0.00% for DVXE.

What is the main difference between DVXE and DVRE?

DVXE is categorized as Energy Equities, while DVRE is REIT. DVXE tracks Syntax Defined Volatility XLE Index, while DVRE tracks Syntax Defined Volatility XLRE Index.