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ORC vs SPY

Comparison between Orchid Island Capital Inc (ORC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed ORC, delivering a return of +13.3% compared to -9.0%

ORC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
ORC
$1.36B
Winner
SPY
$735B
Expense Ratio
ORC
N/A
SPY
0.09%
Max Drawdown
ORC
92.01%
Winner
SPY
56.47%
Sharpe Ratio
ORC
0.66
Winner
SPY
1.62
5Y Beta
Winner
ORC
0.65
SPY
1.00
Industry
ORC
Reit - Mortgage
SPY
N/A
P/E Ratio
Winner
ORC
10.05
SPY
28.99
Forward P/E
Winner
ORC
6.75
SPY
22.37
PEG Ratio
ORC
0.12
SPY
N/A
Dividend Yield
ORC
21.60%
SPY
N/A
5Y Dividends CAGR
ORC
-16.85%
Winner
SPY
5.43%
5Y EPS CAGR
ORC
-33.37%
Winner
SPY
26.05%
Debt to Equity
Winner
ORC
0.00%
SPY
32.40%
Free Cash Flow Yield
ORC
10.54%
SPY
N/A
P/S Ratio
ORC
9.52
Winner
SPY
3.74
P/B Ratio
Winner
ORC
0.99
SPY
5.61

ORC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
ORC
-2.63%
Winner
SPY
+1.90%
3M
ORC
-5.93%
Winner
SPY
+8.55%
6M
ORC
-0.66%
Winner
SPY
+8.18%
1Y
ORC
+16.37%
Winner
SPY
+25.79%
5Y(CAGR)
ORC
-8.96%
Winner
SPY
+13.32%
10Y(CAGR)
ORC
-3.19%
Winner
SPY
+15.19%
Max(CAGR)
ORC
-1.19%
Winner
SPY
+8.47%

ORC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearORCSPY
2026-2.55%+8.26%
2025+11.23%+18.00%
2024+11.24%+25.59%
2023-4.69%+26.72%
2022-43.39%-18.64%
2021+2.10%+30.52%
2020+5.43%+17.28%
2019+6.69%+31.09%
2018-19.90%-5.24%
2017-0.16%+20.78%
2016+28.47%+13.59%
2015-11.75%+1.31%
2014+16.12%+14.56%
2013-1.75%+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

ORC vs SPY Drawdown Comparison

The maximum drawdown for ORC was -75.69%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current ORC drawdown is -45.67%. The current SPY drawdown is -2.90%.

RankORCSPY
#1-75.69%
Feb 13, 2017 - Mar 18, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-42.94%
May 12, 2015 - Dec 22, 2016		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-27.14%
Feb 14, 2013 - Jan 3, 2014		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-11.66%
Mar 14, 2014 - May 29, 2014		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-11.57%
Oct 23, 2014 - Feb 19, 2015		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.38%
Jan 13, 2014 - Mar 14, 2014		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.60%
Sep 9, 2014 - Oct 17, 2014		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.27%
Feb 19, 2015 - Apr 10, 2015		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.93%
Jul 29, 2014 - Aug 11, 2014		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.41%
Apr 23, 2015 - May 12, 2015		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.79%
Aug 13, 2014 - Sep 9, 2014		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.16%
Jan 11, 2017 - Jan 20, 2017		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.07%
Jan 27, 2017 - Feb 6, 2017		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.53%
Dec 22, 2016 - Jan 3, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.42%
Jan 6, 2014 - Jan 10, 2014		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ORC and SPY is -0.47 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.47
-101

Dividend Comparison (1999 - 2026)

ORC vs SPY dividend yield comparison.

YearORCSPY
20268.42%0.24%
202520.00%1.07%
202418.51%1.21%
202321.35%1.40%
202229.67%1.65%
202117.33%1.20%
202015.13%1.52%
201916.41%1.75%
201816.74%2.04%
201718.10%1.80%
201615.51%2.03%
201519.34%2.06%
201416.55%1.87%
201310.73%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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