DVXK vs HOLD
Comparison between WEBs Defined Volatility XLK ETF (DVXK, ETF) and HARBOR ALPHA LAYERING ETF (HOLD, ETF).
DVXK vs HOLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DVXK
$8M
HOLD
$8M
Expense Ratio
DVXK
0.89%
HOLD
N/A
Max Drawdown
Winner
DVXK
26.47%
HOLD
70.46%
Sharpe Ratio
Winner
DVXK
1.30
HOLD
-0.81
5Y Beta
DVXK
2.22
Winner
HOLD
0.74
5Y Dividends CAGR
DVXK
N/A
HOLD
7.97%
DVXK vs HOLD - Historical Returns
Returns include dividend reinvestment.
1M
DVXK
-4.19%
Winner
HOLD
-2.23%
3M
Winner
DVXK
+24.81%
HOLD
+1.06%
6M
Winner
DVXK
+30.42%
HOLD
+4.14%
1Y
Winner
DVXK
+49.88%
HOLD
+15.29%
5Y(CAGR)
DVXK
N/A
HOLD
-18.47%
10Y(CAGR)
DVXK
N/A
HOLD
-9.07%
Max(CAGR)
Winner
DVXK
+50.25%
HOLD
-7.24%
DVXK vs HOLD - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | DVXK | HOLD |
|---|---|---|
| 2026 | +29.14% | +5.73% |
| 2025 | +15.79% | +8.52% |
| 2023 | N/A | +1.16% |
| 2022 | N/A | +0.40% |
| 2021 | N/A | +0.15% |
| 2020 | N/A | +0.69% |
| 2019 | N/A | +3.06% |
| 2018 | N/A | +1.82% |
| 2017 | N/A | +1.30% |
| 2016 | N/A | +1.34% |
| 2015 | N/A | +0.16% |
| 2014 | N/A | -0.21% |
DVXK vs HOLD Drawdown Comparison
The maximum drawdown for DVXK was -24.07%, occurring on Mar 30, 2026. Recovery took 128 trading sessions.
The maximum drawdown for HOLD was -69.65%, occurring on Aug 20, 2025. This drawdown has not yet recovered.
The current DVXK drawdown is -10.49%. The current HOLD drawdown is -64.67%.
| Rank | DVXK | HOLD |
|---|---|---|
| #1 | -24.07% Oct 29, 2025 - May 5, 2026 | -69.65% Mar 23, 2023 - Aug 20, 2025 |
| #2 | -12.82% Jun 2, 2026 - Jun 10, 2026 | -5.23% Feb 25, 2020 - Dec 31, 2020 |
| #3 | -8.22% Oct 8, 2025 - Oct 27, 2025 | -1.59% Jul 23, 2021 - Jan 12, 2023 |
| #4 | -6.97% Aug 13, 2025 - Sep 10, 2025 | -0.54% Oct 28, 2014 - Jul 20, 2015 |
| #5 | -5.51% Jul 30, 2025 - Aug 8, 2025 | -0.49% Jul 20, 2015 - Mar 29, 2016 |
| #6 | -4.60% May 14, 2026 - May 22, 2026 | -0.37% Dec 31, 2020 - Jul 23, 2021 |
| #7 | -3.52% Sep 22, 2025 - Oct 1, 2025 | -0.35% Jul 7, 2016 - Oct 12, 2016 |
| #8 | -2.10% May 11, 2026 - May 14, 2026 | -0.34% Apr 13, 2018 - May 25, 2018 |
| #9 | -1.51% Oct 6, 2025 - Oct 8, 2025 | -0.28% May 17, 2017 - Jun 29, 2017 |
| #10 | -1.43% Sep 15, 2025 - Sep 18, 2025 | -0.28% Feb 2, 2023 - Feb 17, 2023 |
| #11 | -1.37% Aug 8, 2025 - Aug 12, 2025 | -0.24% Jan 11, 2017 - Feb 10, 2017 |
| #12 | -1.13% Oct 2, 2025 - Oct 6, 2025 | -0.24% Aug 5, 2014 - Sep 25, 2014 |
| #13 | -0.70% May 26, 2026 - May 28, 2026 | -0.21% Mar 14, 2023 - Mar 16, 2023 |
| #14 | -0.34% May 6, 2026 - May 8, 2026 | -0.21% Mar 16, 2023 - Mar 20, 2023 |
| #15 | -0.15% Sep 11, 2025 - Sep 15, 2025 | -0.21% Feb 20, 2019 - Feb 25, 2019 |
Correlation
Correlation between DVXK and HOLD is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2014 - 2025)
DVXK vs HOLD dividend yield comparison.
| Year | DVXK | HOLD |
|---|---|---|
| 2025 | 3.32% | 7.32% |
| 2023 | 0.00% | 0.75% |
| 2022 | 0.00% | 1.51% |
| 2021 | 0.00% | 0.55% |
| 2020 | 0.00% | 1.42% |
| 2019 | 0.00% | 2.33% |
| 2018 | 0.00% | 1.96% |
| 2017 | 0.00% | 1.30% |
| 2016 | 0.00% | 0.97% |
| 2015 | 0.00% | 0.39% |
| 2014 | 0.00% | 0.67% |
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