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ORCU vs ITDB

Comparison between Direxion Daily ORCL Bull 2X ETF (ORCU, ETF) and ISHARES LIFEPATH TARGET DATE 2030 ETF (ITDB, ETF).

ORCU vs ITDB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
ORCU
$72M
ITDB
$72M
Expense Ratio
ORCU
N/A
ITDB
0.09%
Max Drawdown
ORCU
67.92%
Winner
ITDB
10.12%
Sharpe Ratio
ORCU
-0.40
Winner
ITDB
1.44
5Y Beta
ORCU
3.81
Winner
ITDB
0.47

ORCU vs ITDB - Holdings Comparison

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

ORCU's top 25 holdings weight is 5.91%. ITDB's top 25 holdings weight is 99.81%.

RankORCUITDB
#1
ORACLE CORP (ORCL) - 5.91%
ISHARES RUSSELL 1000 ETF (IWB) - 29.39%
#2N/A
ISHARES US TREASURY BOND ETF (GOVT) - 14.58%
#3N/A
ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 12.29%
#4N/A
ISHARES MBS ETF (MBB) - 10.33%
#5N/A
ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 8.51%
#6N/A
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 5.51%
#7N/A
ISHARES 1-5 YEAR INVMT GRD CORP BD ETF (IGSB) - 5.21%
#8N/A
ISHARES 10-20 YEAR TREASURY BOND ETF (TLH) - 4.11%
#9N/A
ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 3.58%
#10N/A
ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 2.29%
#11N/A
ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) - 1.77%
#12N/A
ISHARES CORE US REIT ETF (USRT) - 1.65%
#13N/A
ISHARES RUSSELL 2000 ETF (IWM) - 0.59%
#14N/AN/A
#15N/AN/A
#16N/AN/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings113

ORCU vs ITDB - Historical Returns

Returns include dividend reinvestment.

1M
ORCU
-8.99%
Winner
ITDB
+1.36%
3M
Winner
ORCU
+23.96%
ITDB
+4.99%
6M
ORCU
-14.55%
Winner
ITDB
+6.92%
1Y
ORCU
N/A
ITDB
+15.61%
Max(CAGR)
ORCU
-68.86%
Winner
ITDB
+16.04%

ORCU vs ITDB - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearORCUITDB
2026-28.07%+5.50%
2025-29.41%+14.61%
2024N/A+10.32%
2023N/A+11.73%

ORCU vs ITDB Drawdown Comparison

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

The maximum drawdown for ITDB was -8.41%, occurring on Apr 7, 2025. Recovery took 62 trading sessions.

The current ORCU drawdown is -48.87%. The current ITDB drawdown is -0.91%.

RankORCUITDB
#1-67.65%
Nov 19, 2025 - Apr 9, 2026
-8.41%
Feb 14, 2025 - May 15, 2025
#2N/A-5.66%
Feb 25, 2026 - Apr 17, 2026
#3N/A-4.20%
Dec 6, 2024 - Feb 14, 2025
#4N/A-3.99%
Mar 28, 2024 - May 15, 2024
#5N/A-3.50%
Jul 16, 2024 - Aug 16, 2024
#6N/A-2.74%
Oct 27, 2025 - Dec 11, 2025
#7N/A-2.50%
Sep 26, 2024 - Nov 29, 2024
#8N/A-2.34%
Jun 2, 2026 - Jun 10, 2026
#9N/A-2.06%
Dec 27, 2023 - Feb 1, 2024
#10N/A-1.70%
Aug 23, 2024 - Sep 13, 2024
#11N/A-1.68%
May 15, 2024 - Jun 5, 2024
#12N/A-1.65%
May 14, 2026 - May 26, 2026
#13N/A-1.54%
Oct 24, 2023 - Nov 1, 2023
#14N/A-1.34%
Oct 8, 2025 - Oct 20, 2025
#15N/A-1.33%
Feb 12, 2024 - Feb 15, 2024

Correlation

Correlation between ORCU and ITDB is 0.03 which considered as a very weak or no correlation - the stocks move independently of each other.

0.03
-101

Dividend Comparison (2023 - 2026)

ORCU vs ITDB dividend yield comparison.

YearORCUITDB
20260.49%0.00%
20250.17%2.05%
20240.00%1.96%
20230.00%0.62%

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