ORCX vs VTI
Defiance Daily Target 2X Long ORCL ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | ORCX | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 1.36% | 0.03% | |
| AUM | $278M | $666.9B | |
| Dividend Yield | 0.00% | 1.07% | |
| Holdings | 10 | 3,543 | |
| YTD Return | -60.67% | +12.65% | |
| 1Y Return | -78.22% | +21.39% | |
| 3Y Return (annualized) | - | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | 136.0% | 15.3% | |
| Max Drawdown | -91.7% | -56.6% | |
| Fund Family | Defiance ETFs, LLC | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Feb 6, 2025 | May 24, 2001 |
ORCX vs VTI Performance
Defiance Daily Target 2X Long ORCL ETF (ORCX) is a ETF from Defiance ETFs, LLC and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year ORCX returned -78.22% while VTI returned +21.39%. Year to date, ORCX is down 60.67% versus a gain of 12.65% for VTI.
Risk: Volatility and Drawdowns
ORCX has been the more volatile fund, with annualized monthly volatility of 136.0% compared with 15.3% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -91.7% for ORCX and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
ORCX charges 1.36% per year while VTI charges 0.03%. On a $10,000 position that is $136 vs $3 annually, a gap of $133 per year that compounds over a long holding period. On income, ORCX currently yields 0.00% against 1.07% for VTI.
Holdings Overlap
ORCX and VTI share 1 holdings out of 2788 unique holdings combined, representing a 0.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ORCX | Weight in VTI | Difference |
|---|---|---|---|
| ORCL | 30.63% | 0.35% | 30.28% |
Frequently Asked Questions
Which is cheaper, ORCX or VTI?
ORCX has an expense ratio of 1.36% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $133 per year of difference.
Which performed better, ORCX or VTI?
Over the past year ORCX returned -78.22% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), ORCX annualized -51.37% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, ORCX or VTI?
ORCX has been the more volatile fund at 136.0% annualized versus 15.3% for VTI. Worst drawdown: ORCX -91.7% vs VTI -56.6%.
Should I hold both ORCX and VTI?
ORCX and VTI have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ORCX and VTI?
ORCX and VTI share 1 common holdings with a 0.3% weight overlap. Combined, they hold 2788 unique securities.
Which pays a higher dividend, ORCX or VTI?
ORCX yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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