ORCZ vs SCHD

ORCZ vs SCHD

Which is better, ORCZ or SCHD?

Trading-Inverse Equity against Large Cap Value.

SCHD has a lower expense ratio.

Lower Fees: SCHD

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricORCZSCHD
Expense Ratio1.49%0.06%Best
AUM$2M$112.1B
Dividend Yield0.00%3.00%
Holdings4103
YTD Return-42.26%+24.96%Best
1Y Return-+28.75%
3Y Return (annualized)-+15.71%
5Y Return (annualized)-+9.86%
Fund FamilyTradr ETFsCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Inverse EquityLarge Cap Value
InceptionJul 14, 2026Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

ORCZ vs SCHD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

ORCZ vs SCHD Performance

Tradr 2X Short ORCL Daily ETF (ORCZ) is an ETF from Tradr ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, ORCZ is down 42.26% versus a gain of 24.96% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

ORCZ charges 1.49% per year while SCHD charges 0.06%. On a $10,000 position that is $149 vs $6 annually, a gap of $143 per year that compounds over a long holding period. On income, ORCZ currently yields 0.00% against 3.00% for SCHD.

You are not choosing between two funds in isolation.

Whichever of ORCZ and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ORCZSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ORCZ or SCHD?

ORCZ has an expense ratio of 1.49% while SCHD charges 0.06%. SCHD is the cheaper option, by $143 a year on a $10,000 investment.

Which pays a higher dividend, ORCZ or SCHD?

ORCZ yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than ORCZ?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.