HUSV vs ORCU

Comparison between FIRST TRUST HORIZON MANAGED VOLATILITY DOMESTIC ETF (HUSV, ETF) and Direxion Daily ORCL Bull 2X ETF (ORCU, ETF).

HUSV vs ORCU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HUSV(ETF)	ORCU(ETF)
Net Assets	$72M	$72M
Expense Ratio	0.70%	N/A
Max Drawdown	35.72%	67.92%
Sharpe Ratio	-0.32	-0.40
5Y Beta	0.40	3.74
P/E Ratio	21.49	N/A
Forward P/E	19.25	N/A
PEG Ratio	0.72	N/A
5Y Dividends CAGR	5.85%	N/A
5Y EPS CAGR	11.91%	N/A
Debt to Equity	19.59%	N/A
P/S Ratio	3.39	N/A
P/B Ratio	3.44	N/A

Net Assets

HUSV

$72M

Winner

ORCU

$72M

Expense Ratio

HUSV

0.70%

ORCU

N/A

Max Drawdown

Winner

HUSV

35.72%

ORCU

67.92%

Sharpe Ratio

Winner

HUSV

-0.32

ORCU

-0.40

5Y Beta

Winner

HUSV

0.40

ORCU

3.74

P/E Ratio

HUSV

21.49

ORCU

N/A

Forward P/E

HUSV

19.25

ORCU

N/A

PEG Ratio

HUSV

0.72

ORCU

N/A

5Y Dividends CAGR

HUSV

5.85%

ORCU

N/A

5Y EPS CAGR

HUSV

11.91%

ORCU

N/A

Debt to Equity

HUSV

19.59%

ORCU

N/A

P/S Ratio

HUSV

3.39

ORCU

N/A

P/B Ratio

HUSV

3.44

ORCU

N/A

HUSV vs ORCU - Holdings Comparison

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

HUSV's top 25 holdings weight is 50.75%. ORCU's top 25 holdings weight is 5.13%.

Rank	HUSV	ORCU
#1	CISCO SYSTEMS INC (CSCO) - 3.97%	ORACLE CORP (ORCL) - 5.13%
#2	VERISIGN INC (VRSN) - 3.17%	N/A
#3	GEN DIGITAL INC (GEN) - 3.16%	N/A
#4	APPLE INC (AAPL) - 3.02%	N/A
#5	MICROSOFT CORP (MSFT) - 2.78%	N/A
#6	TELEDYNE TECHNOLOGIES INC (TDY) - 2.44%	N/A
#7	ROPER TECHNOLOGIES INC (ROP) - 2.39%	N/A
#8	MOTOROLA SOLUTIONS INC (MSI) - 2.20%	N/A
#9	PTC INC (PTC) - 2.15%	N/A
#10	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.04%	N/A
#11	COCA-COLA CO (KO) - 2.04%	N/A
#12	REALTY INCOME CORP (O) - 2.02%	N/A
#13	REGENCY CENTERS CORP (REG) - 1.79%	N/A
#14	LOEWS CORP (L) - 1.75%	N/A
#15	REPUBLIC SERVICES INC (RSG) - 1.61%	N/A
#16	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.60%	N/A
#17	WEC ENERGY GROUP INC (WEC) - 1.58%	N/A
#18	MCDONALD'S CORP (MCD) - 1.55%	N/A
#19	TJX COMPANIES INC (TJX) - 1.54%	N/A
#20	JOHNSON & JOHNSON (JNJ) - 1.52%	N/A
#21	AFLAC INC (AFL) - 1.47%	N/A
#22	WASTE MANAGEMENT INC (WM) - 1.26%	N/A
#23	FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.26%	N/A
#24	LINDE PLC (LIN) - 1.22%	N/A
#25	VENTAS INC (VTR) - 1.22%	N/A
Total Holdings	101	1

HUSV vs ORCU - Historical Returns

Returns include dividend reinvestment.

Period	HUSV	ORCU
1 month	+1.48%	-8.70%
3 months	+0.98%	+18.40%
6 months	+2.16%	-23.74%
1 year	-0.50%	N/A
5 years(CAGR)	+5.77%	N/A
10 years(CAGR)	+8.69%	N/A
Max(CAGR)	+8.69%	-69.04%

Winner

HUSV

+1.48%

ORCU

-8.70%

HUSV

+0.98%

Winner

ORCU

+18.40%

Winner

HUSV

+2.16%

ORCU

-23.74%

HUSV

-0.50%

ORCU

N/A

5Y(CAGR)

HUSV

+5.77%

ORCU

N/A

10Y(CAGR)

HUSV

+8.69%

ORCU

N/A

Max(CAGR)

Winner

HUSV

+8.69%

ORCU

-69.04%

HUSV vs ORCU - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	HUSV	ORCU
2026	+2.64%	-27.15%
2025	+5.32%	-29.41%
2024	+12.39%	N/A
2023	+3.48%	N/A
2022	-5.39%	N/A
2021	+27.66%	N/A
2020	+5.36%	N/A
2019	+28.57%	N/A
2018	-1.51%	N/A
2017	+15.78%	N/A
2016	+0.69%	N/A

HUSV vs ORCU Drawdown Comparison

The maximum drawdown for HUSV was -35.72%, occurring on Mar 23, 2020. Recovery took 191 trading sessions.

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

The current HUSV drawdown is -2.74%. The current ORCU drawdown is -48.21%.

Rank	HUSV	ORCU
#1	-35.72% Feb 14, 2020 - Nov 16, 2020	-67.65% Nov 19, 2025 - Apr 9, 2026
#2	-17.00% Apr 20, 2022 - Feb 22, 2024	N/A
#3	-12.46% Sep 21, 2018 - Feb 13, 2019	N/A
#4	-9.50% Dec 31, 2021 - Apr 20, 2022	N/A
#5	-9.35% Mar 3, 2025 - May 16, 2025	N/A
#6	-7.68% Jan 26, 2018 - Aug 6, 2018	N/A
#7	-7.26% Nov 29, 2024 - Feb 13, 2025	N/A
#8	-6.78% Feb 27, 2026 - Mar 27, 2026	N/A
#9	-5.27% Aug 20, 2025 - Feb 26, 2026	N/A
#10	-5.22% Sep 2, 2021 - Oct 22, 2021	N/A
#11	-5.17% Mar 28, 2024 - Jun 21, 2024	N/A
#12	-5.07% Jan 8, 2021 - Mar 15, 2021	N/A
#13	-4.99% Sep 6, 2016 - Dec 9, 2016	N/A
#14	-4.20% Jul 15, 2019 - Aug 29, 2019	N/A
#15	-3.60% Nov 23, 2021 - Dec 7, 2021	N/A

Correlation

Correlation between HUSV and ORCU is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.33

-101

Dividend Comparison (2016 - 2026)

HUSV vs ORCU dividend yield comparison.

Year	HUSV	ORCU
2026	0.30%	0.49%
2025	1.38%	0.17%
2024	1.14%	0.00%
2023	1.80%	0.00%
2022	1.68%	0.00%
2021	1.35%	0.00%
2020	1.29%	0.00%
2019	1.36%	0.00%
2018	1.48%	0.00%
2017	1.31%	0.00%
2016	0.35%	0.00%