ORCU vs SPY
Direxion Daily ORCL Bull 2X ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ORCU | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.97% | 0.09% | |
| AUM | $150M | $814.4B | |
| Dividend Yield | 2.55% | 1.01% | |
| Holdings | 10 | 505 | |
| YTD Return | -53.62% | +13.78% | |
| 1Y Return | - | +21.44% | |
| 3Y Return (annualized) | - | +21.38% | |
| 5Y Return (annualized) | - | +12.80% | |
| Volatility (annualized) | - | 15.2% | |
| Max Drawdown | -80.7% | -56.5% | |
| Fund Family | Direxion Shares ETF Trust | State Street Investment Management | |
| Category | Alternative | Equity | |
| Inception | Nov 19, 2025 | Jan 22, 1993 |
ORCU vs SPY Performance
Direxion Daily ORCL Bull 2X ETF (ORCU) is a ETF from Direxion Shares ETF Trust and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, ORCU is down 53.62% versus a gain of 13.78% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -80.7% for ORCU and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
ORCU charges 0.97% per year while SPY charges 0.09%. On a $10,000 position that is $97 vs $9 annually, a gap of $88 per year that compounds over a long holding period. On income, ORCU currently yields 2.55% against 1.01% for SPY.
Holdings Overlap
ORCU and SPY share 1 holdings out of 507 unique holdings combined, representing a 0.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ORCU | Weight in SPY | Difference |
|---|---|---|---|
| ORCL | 13.42% | 0.37% | 13.05% |
Frequently Asked Questions
Which is cheaper, ORCU or SPY?
ORCU has an expense ratio of 0.97% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $88 per year of difference.
What is the holdings overlap between ORCU and SPY?
ORCU and SPY share 1 common holdings with a 0.4% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, ORCU or SPY?
ORCU yields 2.55% while SPY yields 1.01%, so ORCU currently pays the higher dividend yield.
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