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APRT vs ORCU

Comparison between ALLIANZIM U.S. EQUITY BUFFER10 APR ETF (APRT, ETF) and Direxion Daily ORCL Bull 2X ETF (ORCU, ETF).

APRT vs ORCU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
APRT
$47M
ORCU
$47M
Expense Ratio
APRT
0.74%
ORCU
N/A
Max Drawdown
Winner
APRT
14.98%
ORCU
67.92%
Sharpe Ratio
Winner
APRT
2.62
ORCU
0.02
5Y Beta
Winner
APRT
0.60
ORCU
4.25

APRT vs ORCU - Historical Returns

Returns include dividend reinvestment.

1M
APRT
+1.08%
Winner
ORCU
+25.74%
3M
APRT
+8.09%
Winner
ORCU
+68.58%
6M
Winner
APRT
+9.90%
ORCU
-23.01%
1Y
APRT
+18.64%
ORCU
N/A
5Y(CAGR)
APRT
+10.49%
ORCU
N/A
Max(CAGR)
Winner
APRT
+11.21%
ORCU
-47.59%

APRT vs ORCU - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearAPRTORCU
2026+9.15%-0.89%
2025+7.98%-29.41%
2024+15.54%N/A
2023+22.36%N/A
2022-6.97%N/A
2021+12.35%N/A
2020+9.08%N/A

APRT vs ORCU Drawdown Comparison

The maximum drawdown for APRT was -14.98%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.

The maximum drawdown for ORCU was -67.65%, occurring on Apr 9, 2026. This drawdown has not yet recovered.

The current APRT drawdown is -0.87%. The current ORCU drawdown is -29.55%.

RankAPRTORCU
#1-14.98%
Feb 19, 2025 - Aug 12, 2025
-67.65%
Nov 19, 2025 - Apr 9, 2026
#2-13.91%
Mar 31, 2022 - Apr 28, 2023
N/A
#3-6.64%
Jul 28, 2023 - Nov 15, 2023
N/A
#4-5.89%
Jul 16, 2024 - Aug 23, 2024
N/A
#5-5.67%
Jan 3, 2022 - Mar 24, 2022
N/A
#6-4.04%
Jun 8, 2020 - Jul 17, 2020
N/A
#7-3.62%
Apr 1, 2024 - May 10, 2024
N/A
#8-3.02%
Aug 30, 2024 - Sep 19, 2024
N/A
#9-2.85%
Oct 12, 2020 - Nov 5, 2020
N/A
#10-2.68%
Sep 2, 2020 - Oct 9, 2020
N/A
#11-2.49%
May 7, 2021 - Jun 4, 2021
N/A
#12-2.34%
Dec 6, 2024 - Jan 21, 2025
N/A
#13-2.01%
Sep 2, 2021 - Oct 15, 2021
N/A
#14-1.82%
May 1, 2023 - May 17, 2023
N/A
#15-1.74%
Nov 16, 2021 - Dec 10, 2021
N/A

Correlation

Correlation between APRT and ORCU is 0.21 which considered as a very weak or no correlation - the stocks move independently of each other.

0.21
-101

Dividend Comparison (2020 - 2026)

APRT vs ORCU dividend yield comparison.

YearAPRTORCU
20260.00%0.36%
20250.00%0.17%
20204.67%0.00%

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