ORCX vs VYM
Defiance Daily Target 2X Long ORCL ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | ORCX | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.36% | 0.04% | |
| AUM | $213M | $79.0B | |
| Dividend Yield | 0.00% | 2.86% | |
| Holdings | 10 | 568 | |
| YTD Return | -55.00% | +16.10% | |
| 1Y Return | -78.68% | +25.99% | |
| 3Y Return (annualized) | - | +18.29% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 138.0% | 14.6% | |
| Max Drawdown | -91.7% | -58.8% | |
| Fund Family | Defiance ETFs, LLC | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Feb 6, 2025 | Nov 10, 2006 |
ORCX vs VYM Performance
Defiance Daily Target 2X Long ORCL ETF (ORCX) is a ETF from Defiance ETFs, LLC and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year ORCX returned -78.68% while VYM returned +25.99%. Year to date, ORCX is down 55.00% versus a gain of 16.10% for VYM.
Risk: Volatility and Drawdowns
ORCX has been the more volatile fund, with annualized monthly volatility of 138.0% compared with 14.6% for VYM. 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 -58.8% for VYM. 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 0.17. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
ORCX charges 1.36% per year while VYM charges 0.04%. On a $10,000 position that is $136 vs $4 annually, a gap of $132 per year that compounds over a long holding period. On income, ORCX currently yields 0.00% against 2.86% for VYM.
Holdings Overlap
ORCX and VYM share 0 holdings out of 560 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ORCX or VYM?
ORCX has an expense ratio of 1.36% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $132 per year of difference.
Which performed better, ORCX or VYM?
Over the past year ORCX returned -78.68% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), ORCX annualized -47.51% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, ORCX or VYM?
ORCX has been the more volatile fund at 138.0% annualized versus 14.6% for VYM. Worst drawdown: ORCX -91.7% vs VYM -58.8%.
Should I hold both ORCX and VYM?
ORCX and VYM have a monthly-return correlation of 0.17, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ORCX and VYM?
ORCX and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 560 unique securities.
Which pays a higher dividend, ORCX or VYM?
ORCX yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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