ORCC vs. SCHD
Compare and contrast key facts about Owl Rock Capital Corporation (ORCC) and Schwab US Dividend Equity ETF (SCHD).
SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ORCC or SCHD.
Key characteristics
| ORCC | SCHD |
|---|
Correlation
The correlation between ORCC and SCHD is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ORCC vs. SCHD - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
ORCC vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Owl Rock Capital Corporation (ORCC) and Schwab US Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ORCC vs. SCHD - Dividend Comparison
ORCC has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.43%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ORCC Owl Rock Capital Corporation | 5.85% | 8.56% | 11.01% | 8.63% | 2.53% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.43% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
ORCC vs. SCHD - Drawdown Comparison
Volatility
ORCC vs. SCHD - Volatility Comparison
The current volatility for Owl Rock Capital Corporation (ORCC) is 0.00%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.61%. This indicates that ORCC experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.