ARVR vs SCHD
First Trust Indxx Metaverse ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | ARVR | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.06% | |
| AUM | $6M | $108.7B | |
| Dividend Yield | 0.69% | 3.13% | |
| Holdings | 45 | 104 | |
| YTD Return | +16.09% | +26.54% | |
| 1Y Return | +20.66% | +30.90% | |
| 3Y Return (annualized) | +25.13% | +16.29% | |
| 5Y Return (annualized) | - | +9.65% | |
| Volatility (annualized) | 22.1% | 13.6% | |
| Max Drawdown | -26.3% | -33.4% | |
| Fund Family | First Trust Portfolios (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Apr 19, 2022 | Oct 20, 2011 |
ARVR vs SCHD Performance
First Trust Indxx Metaverse ETF (ARVR) is a ETF from First Trust Portfolios (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year ARVR returned +20.66% while SCHD returned +30.90%. Year to date, ARVR is up 16.09% versus a gain of 26.54% for SCHD.
Over three years, ARVR compounded at +25.13% per year against +16.29% for SCHD. Across the full 4-year window we track, ARVR has the edge at +17.47% annualized vs +11.51%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARVR has been the more volatile fund, with annualized monthly volatility of 22.1% compared with 13.6% for SCHD. 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 -26.3% for ARVR and -33.4% for SCHD. 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
ARVR charges 0.70% per year while SCHD charges 0.06%. On a $10,000 position that is $70 vs $6 annually, a gap of $64 per year that compounds over a long holding period. On income, ARVR currently yields 0.69% against 3.13% for SCHD.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, ARVR or SCHD?
ARVR has an expense ratio of 0.70% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $64 per year of difference.
Which performed better, ARVR or SCHD?
Over the past year ARVR returned +20.66% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), ARVR annualized +17.47% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, ARVR or SCHD?
ARVR has been the more volatile fund at 22.1% annualized versus 13.6% for SCHD. Worst drawdown: ARVR -26.3% vs SCHD -33.4%.
Should I hold both ARVR and SCHD?
ARVR and SCHD have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ARVR and SCHD?
ARVR and SCHD share 2 common holdings with a 5.4% weight overlap. Combined, they hold 139 unique securities.
Which pays a higher dividend, ARVR or SCHD?
ARVR yields 0.69% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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