XVZ yields 5.21% · ORCC yields 4.00%● Live data
📍 XVZ pulled ahead of the other in Year 1
Combined, XVZ + ORCC cover 0 of 12 months — good coverage
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What's the optimal mix of XVZ + ORCC for your $10,000?
The investment seeks to provide investors with exposure to the S&P 500 Dynamic VIX Futures⢠Total Return Index. The S&P 500 Dynamic VIX Futures⢠Total Return Index (the "index") is designed to dynamically allocate between the S&P 500 VIX Short-Term Futures⢠Index Excess Return and the S&P 500 VIX Mid-Term Futures⢠Index Excess Return by monitoring the steepness of the implied volatility curve. The index seeks to react positively to overall increases in market volatility and aims to lower the roll cost of investments linked to future implied volatility.
Full XVZ Calculator →ORCC is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in ORCC shares.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.