ORO vs SCHD
Arrow Valtoro ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | ORO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.25% | 0.06% | |
| AUM | $3M | $108.7B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 4 | 104 | |
| YTD Return | +12.40% | +27.93% | |
| 1Y Return | - | +30.06% | |
| 3Y Return (annualized) | - | +16.25% | |
| 5Y Return (annualized) | - | +10.03% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -14.3% | -33.4% | |
| Fund Family | Arrow Investment Trust | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Oct 17, 2025 | Oct 20, 2011 |
ORO vs SCHD Performance
Arrow Valtoro ETF (ORO) is a ETF from Arrow Investment Trust and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, ORO is up 12.40% versus a gain of 27.93% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -14.3% for ORO and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
ORO charges 1.25% per year while SCHD charges 0.06%. On a $10,000 position that is $125 vs $6 annually, a gap of $119 per year that compounds over a long holding period. On income, ORO currently yields 0.00% against 3.13% for SCHD.
Frequently Asked Questions
Which is cheaper, ORO or SCHD?
ORO has an expense ratio of 1.25% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $119 per year of difference.
Which pays a higher dividend, ORO or SCHD?
ORO yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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