DVAL vs ORCU

Comparison between BRANDYWINEGLOBAL-DYNAMIC US LARGE CAP VALUE ETF (DVAL, ETF) and Direxion Daily ORCL Bull 2X ETF (ORCU, ETF).

DVAL vs ORCU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DVAL(ETF)	ORCU(ETF)
Net Assets	$72M	$72M
Expense Ratio	0.49%	N/A
Max Drawdown	20.38%	67.92%
Sharpe Ratio	1.08	-0.40
5Y Beta	0.67	3.74
P/E Ratio	13.28	N/A
Forward P/E	12.85	N/A
PEG Ratio	0.28	N/A
5Y EPS CAGR	13.81%	N/A
Debt to Equity	57.79%	N/A
P/S Ratio	1.37	N/A
P/B Ratio	2.47	N/A

Net Assets

DVAL

$72M

Winner

ORCU

$72M

Expense Ratio

DVAL

0.49%

ORCU

N/A

Max Drawdown

Winner

DVAL

20.38%

ORCU

67.92%

Sharpe Ratio

Winner

DVAL

1.08

ORCU

-0.40

5Y Beta

Winner

DVAL

0.67

ORCU

3.74

P/E Ratio

DVAL

13.28

ORCU

N/A

Forward P/E

DVAL

12.85

ORCU

N/A

PEG Ratio

DVAL

0.28

ORCU

N/A

5Y EPS CAGR

DVAL

13.81%

ORCU

N/A

Debt to Equity

DVAL

57.79%

ORCU

N/A

P/S Ratio

DVAL

1.37

ORCU

N/A

P/B Ratio

DVAL

2.47

ORCU

N/A

DVAL vs ORCU - Holdings Comparison

DVAL and ORCU have 0 common holdings. Overlap is 0.00%

DVAL's top 25 holdings weight is 59.25%. ORCU's top 25 holdings weight is 5.13%.

Rank	DVAL	ORCU
#1	CISCO SYSTEMS INC (CSCO) - 5.28%	ORACLE CORP (ORCL) - 5.13%
#2	GE AEROSPACE (GE) - 4.14%	N/A
#3	JPMORGAN CHASE & CO (JPM) - 4.11%	N/A
#4	BANK OF AMERICA CORP (BAC) - 3.86%	N/A
#5	WELLS FARGO & CO (WFC) - 3.78%	N/A
#6	LOCKHEED MARTIN CORP (LMT) - 3.17%	N/A
#7	UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.93%	N/A
#8	COMCAST CORP CLASS A (CMCSA) - 2.74%	N/A
#9	VERIZON COMMUNICATIONS INC (VZ) - 2.60%	N/A
#10	THE CIGNA GROUP (CI) - 2.32%	N/A
#11	PEPSICO INC (PEP) - 2.28%	N/A
#12	AT&T INC (T) - 2.26%	N/A
#13	EOG RESOURCES INC (EOG) - 1.88%	N/A
#14	PFIZER INC (PFE) - 1.71%	N/A
#15	D.R. HORTON INC (DHI) - 1.69%	N/A
#16	T. ROWE PRICE GROUP INC (TROW) - 1.68%	N/A
#17	SYNCHRONY FINANCIAL (SYF) - 1.52%	N/A
#18	THE GOLDMAN SACHS GROUP INC (GS) - 1.51%	N/A
#19	NORTHERN TRUST CORP (NTRS) - 1.49%	N/A
#20	ELEVANCE HEALTH INC (ELV) - 1.44%	N/A
#21	QUALCOMM INC (QCOM) - 1.40%	N/A
#22	ALPHABET INC CLASS A (GOOGL) - 1.39%	N/A
#23	U.S. BANCORP (USB) - 1.38%	N/A
#24	ZOOM COMMUNICATIONS INC (ZM) - 1.37%	N/A
#25	AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.32%	N/A
Total Holdings	109	1

DVAL vs ORCU - Historical Returns

Returns include dividend reinvestment.

Period	DVAL	ORCU
1 month	+5.32%	-6.09%
3 months	+6.44%	+35.04%
6 months	+8.01%	-12.26%
1 year	+15.62%	N/A
Max(CAGR)	+11.37%	-63.27%

Winner

DVAL

+5.32%

ORCU

-6.09%

DVAL

+6.44%

Winner

ORCU

+35.04%

Winner

DVAL

+8.01%

ORCU

-12.26%

DVAL

+15.62%

ORCU

N/A

Max(CAGR)

Winner

DVAL

+11.37%

ORCU

-63.27%

DVAL vs ORCU - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	DVAL	ORCU
2026	+8.40%	-20.48%
2025	+9.14%	-29.41%
2024	+12.13%	N/A
2023	+8.56%	N/A
2022	+1.62%	N/A

DVAL vs ORCU Drawdown Comparison

The maximum drawdown for DVAL was -18.14%, occurring on Apr 8, 2025. Recovery took 258 trading sessions.

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

The current DVAL drawdown is -0.36%. The current ORCU drawdown is -43.47%.

Rank	DVAL	ORCU
#1	-18.14% Nov 29, 2024 - Dec 11, 2025	-67.65% Nov 19, 2025 - Apr 9, 2026
#2	-11.87% Feb 2, 2023 - Dec 19, 2023	N/A
#3	-6.20% Feb 9, 2026 - Jun 4, 2026	N/A
#4	-6.14% Nov 30, 2022 - Jan 11, 2023	N/A
#5	-6.09% Mar 28, 2024 - Jul 31, 2024	N/A
#6	-5.95% Jul 31, 2024 - Aug 23, 2024	N/A
#7	-3.74% Oct 18, 2024 - Nov 6, 2024	N/A
#8	-3.45% Aug 30, 2024 - Sep 19, 2024	N/A
#9	-3.07% Jan 13, 2023 - Jan 25, 2023	N/A
#10	-2.75% Nov 1, 2022 - Nov 7, 2022	N/A
#11	-2.11% Nov 11, 2022 - Nov 23, 2022	N/A
#12	-2.08% Nov 11, 2024 - Nov 22, 2024	N/A
#13	-2.01% Nov 8, 2022 - Nov 10, 2022	N/A
#14	-1.99% Jan 2, 2024 - Jan 26, 2024	N/A
#15	-1.84% Jan 15, 2026 - Jan 29, 2026	N/A

Correlation

Correlation between DVAL and ORCU is -0.32 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.32

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