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