PortfoliosLab logoPortfoliosLab logo
DVXK vs. XT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DVXK vs. XT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WEBs Technology XLK Defined Volatility ETF (DVXK) and iShares Future Exponential Technologies ETF (XT). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, DVXK achieves a 30.18% return, which is significantly higher than XT's 15.24% return.


DVXK

1D
-0.62%
1M
1.58%
YTD
30.18%
6M
26.55%
1Y
3Y*
5Y*
10Y*

XT

1D
-0.42%
1M
-0.76%
YTD
15.24%
6M
13.65%
1Y
34.32%
3Y*
17.57%
5Y*
7.05%
10Y*
14.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DVXK vs. XT - Yearly Performance Comparison


Correlation

The correlation between DVXK and XT is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.81

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

DVXK vs. XT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DVXK

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


XT
XT Risk / Return Rank: 7070
Overall Rank
XT Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
XT Sortino Ratio Rank: 6565
Sortino Ratio Rank
XT Omega Ratio Rank: 6565
Omega Ratio Rank
XT Calmar Ratio Rank: 7373
Calmar Ratio Rank
XT Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DVXK vs. XT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WEBs Technology XLK Defined Volatility ETF (DVXK) and iShares Future Exponential Technologies ETF (XT). 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.


DVXKXTDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.35

Calmar ratioReturn relative to maximum drawdown

3.30

Martin ratioReturn relative to average drawdown

13.05

DVXK vs. XT - Sharpe Ratio Comparison


Loading charts...

Drawdowns

DVXK vs. XT - Drawdown Comparison

The maximum DVXK drawdown since its inception was -24.08%, smaller than the maximum XT drawdown of -34.41%. Use the drawdown chart below to compare losses from any high point for DVXK and XT.


Loading charts...

Drawdown Indicators


DVXKXTDifference

Max Drawdown

Largest peak-to-trough decline

-24.08%

-34.41%

+10.33%

Max Drawdown (1Y)

Largest decline over 1 year

-10.45%

Max Drawdown (3Y)

Largest decline over 3 years

-22.09%

Max Drawdown (5Y)

Largest decline over 5 years

-34.41%

Max Drawdown (10Y)

Largest decline over 10 years

-34.41%

Current Drawdown

Current decline from peak

-9.98%

-4.59%

-5.39%

Average Drawdown

Average peak-to-trough decline

-6.82%

-7.39%

+0.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.64%

Volatility

DVXK vs. XT - Volatility Comparison


Loading charts...

Volatility by Period


DVXKXTDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.06%

Volatility (6M)

Calculated over the trailing 6-month period

13.76%

Volatility (1Y)

Calculated over the trailing 1-year period

33.30%

17.30%

+16.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.30%

21.00%

+12.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.30%

20.12%

+13.18%

DVXK vs. XT - Expense Ratio Comparison

DVXK has a 0.89% expense ratio, which is higher than XT's 0.46% expense ratio.


Dividends

DVXK vs. XT - Dividend Comparison

DVXK's dividend yield for the trailing twelve months is around 2.55%, less than XT's 7.11% yield.


PositionTTM20252024202320222021202020192018201720162015
DVXK
WEBs Technology XLK Defined Volatility ETF
2.55%3.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XT
iShares Future Exponential Technologies ETF
7.11%7.95%0.66%0.41%0.78%0.84%0.77%1.55%1.40%0.97%1.37%1.34%

Frequently Asked Questions


DVXK and XT have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XT is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XT is cheaper with a 0.46% expense ratio, compared with 0.89% for DVXK.

XT has the higher dividend yield at 7.11%, compared with 2.55% for DVXK.

DVXK tracks Syntax Defined Volatility XLK Index, while XT tracks Morningstar Exponential Technologies Index (Net). They also come from different issuers: WEBs and iShares. Their fees differ too: 0.89% for DVXK and 0.46% for XT.

Portfolio Optimizer

Find the right allocation for DVXK and XT

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer