ORR vs SCHD
Militia Long/Short Equity ETF vs Schwab US Dividend Equity ETF
Which is better, ORR or SCHD?
All Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. ORR led over the full window, SCHD over 1Y.
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
| Metric | ORR | SCHD |
|---|---|---|
| Expense Ratio | 10.91% | 0.06%Best |
| AUM | $354M | $112.1B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 181 | 103 |
| YTD Return | +11.46% | +21.73%Best |
| 1Y Return | +19.92% | +26.35%Best |
| 3Y Return (annualized) | - | +16.02% |
| 5Y Return (annualized) | - | +9.26% |
| Volatility (annualized) | 11.9%Best | 14.0% |
| Max Drawdown | -9.9%Best | -14.0% |
| $10,000 over 1.7 years | $14,875Best | $12,624 |
| Fund Family | Militia Investments | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | All Cap Blend | Large Cap Value |
| Inception | Jan 14, 2025 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Jan 15, 2025 to Sep 25, 2026 (1.7 years).
ORR 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 covers the 1.7 years both funds cover.
ORR vs SCHD Performance
Militia Long/Short Equity ETF (ORR) is an ETF from Militia Investments and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year ORR returned +19.92% while SCHD returned +26.35%. Year to date, ORR is up 11.46% versus a gain of 21.73% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 14.0% compared with 11.9% for ORR. 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 -9.9% for ORR and -14.0% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.61. They move together some of the time, and apart the rest.
Fees and Cost Over Time
ORR charges 10.91% per year while SCHD charges 0.06%. On a $10,000 position that is $1091 vs $6 annually, a gap of $1085 per year that compounds over a long holding period. On income, ORR currently yields 0.00% against 3.00% for SCHD.
Holdings Overlap
At least 3.2% of SCHD's money is in holdings ORR also owns.
Only one direction is shown: for ORR, our book for it lists positions totalling 142.0% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
SCHD and ORR share little of their money.
3 positions in common, counted across the 198 positions we hold weights for in ORR and 100 in SCHD, against full books of 181 and 103.
You are not choosing between two funds in isolation.
Whichever of ORR and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ORR or SCHD?
ORR has an expense ratio of 10.91% while SCHD charges 0.06%. SCHD is the cheaper option, by $1085 a year on a $10,000 investment.
Which performed better, ORR or SCHD?
Over the past year ORR returned +19.92% vs +26.35% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), ORR annualized +26.31% vs +14.69% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ORR or SCHD?
SCHD has been the more volatile fund at 14.0% annualized versus 11.9% for ORR. Worst drawdown: ORR -9.9% vs SCHD -14.0%.
Should I hold both ORR and SCHD?
ORR and SCHD have a monthly-return correlation of 0.61, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between ORR and SCHD?
At least 3.2% of SCHD's money is in holdings ORR also owns. Our book for ORR is partial, so the real figure is this or higher. They hold 3 positions in common, counted across the 198 positions we hold weights for in ORR and 100 in SCHD.
Which pays a higher dividend, ORR or SCHD?
ORR yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than ORR?
SCHD has a lower expense ratio. ORR led over the full window, SCHD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.