ORCU vs. SOXS
ORCU (Direxion Daily ORCL Bull 2X ETF) and SOXS (Direxion Daily Semiconductor Bear 3x Shares) are both Leveraged Equities funds from Direxion. ORCU is actively managed, while SOXS is passively managed. At a correlation of -0.30, they often move in opposite directions. ORCU charges 0.97%/yr vs 1.08%/yr for SOXS.
Performance
ORCU vs. SOXS - Performance Comparison
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Returns By Period
In the year-to-date period, ORCU achieves a 17.65% return, which is significantly higher than SOXS's -92.10% return.
ORCU
- 1D
- -11.68%
- 1M
- 56.16%
- YTD
- 17.65%
- 6M
- -0.60%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SOXS
- 1D
- -5.03%
- 1M
- -62.97%
- YTD
- -92.10%
- 6M
- -91.70%
- 1Y
- -97.75%
- 3Y*
- -86.64%
- 5Y*
- -79.66%
- 10Y*
- -78.92%
ORCU vs. SOXS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ORCU Direxion Daily ORCL Bull 2X ETF | 17.65% | -29.42% |
SOXS Direxion Daily Semiconductor Bear 3x Shares | -92.10% | -23.20% |
Correlation
The correlation between ORCU and SOXS is -0.30, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 20, 2025 | -0.30 |
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Return for Risk
ORCU vs. SOXS — Risk / Return Rank
ORCU
SOXS
ORCU vs. SOXS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily ORCL Bull 2X ETF (ORCU) and Direxion Daily Semiconductor Bear 3x Shares (SOXS). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| ORCU | SOXS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | -0.96 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.74 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | -0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.25 | -0.79 | +0.54 |
Drawdowns
ORCU vs. SOXS - Drawdown Comparison
The maximum ORCU drawdown since its inception was -67.67%, smaller than the maximum SOXS drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for ORCU and SOXS.
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Drawdown Indicators
| ORCU | SOXS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.67% | -100.00% | +32.33% |
Max Drawdown (1Y)Largest decline over 1 year | — | -97.68% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -99.80% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -99.97% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -100.00% | — |
Current DrawdownCurrent decline from peak | -16.96% | -100.00% | +83.04% |
Average DrawdownAverage peak-to-trough decline | -43.89% | -92.60% | +48.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 68.64% | — |
Volatility
ORCU vs. SOXS - Volatility Comparison
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Volatility by Period
| ORCU | SOXS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 44.22% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 83.94% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 118.61% | 102.18% | +16.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 118.61% | 108.21% | +10.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 118.61% | 100.48% | +18.13% |
ORCU vs. SOXS - Expense Ratio Comparison
ORCU has a 0.97% expense ratio, which is lower than SOXS's 1.08% expense ratio.
Dividends
ORCU vs. SOXS - Dividend Comparison
ORCU's dividend yield for the trailing twelve months is around 0.45%, less than SOXS's 68.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
ORCU Direxion Daily ORCL Bull 2X ETF | 0.45% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SOXS Direxion Daily Semiconductor Bear 3x Shares | 68.34% | 10.79% | 5.45% | 9.22% | 0.19% | 0.00% | 3.58% | 2.30% | 0.76% |
Frequently Asked Questions
ORCU and SOXS have a correlation of -0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ORCU is cheaper at 0.97% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ORCU is cheaper with a 0.97% expense ratio, compared with 1.08% for SOXS.
SOXS has the higher dividend yield at 68.34%, compared with 0.45% for ORCU.
Their fees differ too: 0.97% for ORCU and 1.08% for SOXS.
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