BWMX vs. ORC

Last updated Jun 5, 2026

BWMX (Betterware de Mexico, S.A.B. de C.V.) and ORC (Orchid Island Capital, Inc.) are both stocks. BWMX operates in Specialty Retail (Consumer Cyclical), while ORC operates in REIT - Mortgage (Real Estate). Over the past 5 years, BWMX returned -8.75%/yr vs -9.01%/yr for ORC. At a 0.19 correlation, their price movements are largely independent.

Performance

BWMX vs. ORC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Betterware de Mexico, S.A.B. de C.V. (BWMX) and Orchid Island Capital, Inc. (ORC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BWMX achieves a 32.38% return, which is significantly higher than ORC's -0.26% return.

BWMX

• 1D: -2.16%
• 1M: 7.24%
• YTD: 32.38%
• 6M: 31.18%
• 1Y: 156.41%
• 3Y*: 22.77%
• 5Y*: -8.75%
• 10Y*: —

ORC

• 1D: -0.45%
• 1M: -3.06%
• YTD: -0.26%
• 6M: -0.66%
• 1Y: 16.47%
• 3Y*: 4.48%
• 5Y*: -9.01%
• 10Y*: -3.26%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BWMX vs. ORC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
BWMX Betterware de Mexico, S.A.B. de C.V.	32.38%	40.14%	-12.00%	133.93%	-66.11%	-35.74%	298.90%
ORC Orchid Island Capital, Inc.	-0.26%	12.66%	9.87%	-3.10%	-41.63%	0.07%	68.68%

Correlation

The correlation between BWMX and ORC is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.23
Correlation (3Y) Calculated over the trailing 3-year period	0.21
Correlation (5Y) Calculated over the trailing 5-year period	0.21
Correlation (All Time) Calculated using the full available price history since Mar 17, 2020	0.19

Fundamentals

Market Cap BWMX : $676.92M ORC : $1.26B
EPS BWMX : $17.99 ORC : $0.85
PE Ratio BWMX : 1.01 ORC : 7.79
PS Ratio BWMX : 0.09 ORC : 5.56
PB Ratio BWMX : 8.22 ORC : 0.90
Total Revenue (TTM) BWMX : $7.35B ORC : $181.13M
Gross Profit (TTM) BWMX : $4.97B ORC : $87.42M
EBITDA (TTM) BWMX : $1.58B ORC : $197.11M

Return for Risk

BWMX vs. ORC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BWMX

BWMX Risk / Return Rank: 96
BWMX Sharpe Ratio Rank: 96
BWMX Sortino Ratio Rank: 97
BWMX Omega Ratio Rank: 95
BWMX Calmar Ratio Rank: 98
BWMX Martin Ratio Rank: 97

ORC

ORC Risk / Return Rank: 62
ORC Sharpe Ratio Rank: 66
ORC Sortino Ratio Rank: 59
ORC Omega Ratio Rank: 58
ORC Calmar Ratio Rank: 63
ORC Martin Ratio Rank: 63

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BWMX vs. ORC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Betterware de Mexico, S.A.B. de C.V. (BWMX) and Orchid Island Capital, Inc. (ORC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	BWMX	ORC	Difference
Sharpe ratio: Return per unit of total volatility	3.54	0.79	+2.75
Sortino ratio: Return per unit of downside risk	4.58	1.19	+3.39
Omega ratio: Gain probability vs. loss probability	1.57	1.15	+0.42
Calmar ratio: Return relative to maximum drawdown	10.66	1.05	+9.61
Martin ratio: Return relative to average drawdown	25.25	2.45	+22.79
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BWMX vs. ORC - Sharpe Ratio Comparison

The current BWMX Sharpe Ratio is 3.54, which is higher than the ORC Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of BWMX and ORC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BWMX	ORC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.54	0.79	+2.75
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.15	-0.30	+0.15
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	-0.09	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.32	-0.04	+0.35

Drawdowns

BWMX vs. ORC - Drawdown Comparison

The maximum BWMX drawdown since its inception was -85.67%, which is greater than ORC's maximum drawdown of -75.77%. Use the drawdown chart below to compare losses from any high point for BWMX and ORC.

Drawdown Indicators

	BWMX	ORC	Difference
Max Drawdown Largest peak-to-trough decline	-85.67%	-75.77%	-9.90%
Max Drawdown (1Y) Largest decline over 1 year	-14.76%	-15.79%	+1.03%
Max Drawdown (3Y) Largest decline over 3 years	-57.50%	-43.06%	-14.44%
Max Drawdown (5Y) Largest decline over 5 years	-85.67%	-67.00%	-18.67%
Max Drawdown (10Y) Largest decline over 10 years	—	-75.77%	—
Current Drawdown Current decline from peak	-44.34%	-46.23%	+1.89%
Average Drawdown Average peak-to-trough decline	-51.41%	-28.81%	-22.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.22%	6.72%	-0.50%

Volatility

BWMX vs. ORC - Volatility Comparison

Betterware de Mexico, S.A.B. de C.V. (BWMX) has a higher volatility of 9.25% compared to Orchid Island Capital, Inc. (ORC) at 4.34%. This indicates that BWMX's price experiences larger fluctuations and is considered to be riskier than ORC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BWMX	ORC	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.25%	4.34%	+4.91%
Volatility (6M) Calculated over the trailing 6-month period	28.58%	17.21%	+11.37%
Volatility (1Y) Calculated over the trailing 1-year period	44.52%	20.95%	+23.57%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	56.81%	29.80%	+27.01%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	67.35%	37.67%	+29.68%

Dividends

BWMX vs. ORC - Dividend Comparison

BWMX's dividend yield for the trailing twelve months is around 6.58%, less than ORC's 21.05% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BWMX Betterware de Mexico, S.A.B. de C.V.	6.58%	8.24%	13.05%	7.03%	19.37%	8.10%	2.77%	0.00%	0.00%	0.00%	0.00%	0.00%
ORC Orchid Island Capital, Inc.	21.05%	20.00%	18.51%	21.35%	29.67%	17.33%	15.13%	16.41%	16.74%	18.10%	15.51%	19.34%

Financials

Frequently Asked Questions

Can I hold both BWMX and ORC in my portfolio?

BWMX and ORC have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BWMX or ORC?

BWMX has higher volatility (9.25%) compared to ORC (4.34%). In terms of maximum drawdown, BWMX dropped -85.67% vs ORC's -75.77%.

Which has better risk-adjusted returns?

BWMX currently has the higher Sharpe Ratio (3.54 vs 0.79), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.