ORO vs. LEXI
ORO (Arrow Valtoro ETF) and LEXI (Alexis Practical Tactical ETF) are both Tactical Allocation funds. Both are actively managed. A 0.53 correlation means they provide meaningful diversification when combined. ORO charges 1.25%/yr vs 1.00%/yr for LEXI.
Performance
ORO vs. LEXI - Performance Comparison
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Returns By Period
In the year-to-date period, ORO achieves a 7.13% return, which is significantly lower than LEXI's 13.13% return.
ORO
- 1D
- -0.51%
- 1M
- -3.85%
- YTD
- 7.13%
- 6M
- 6.27%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LEXI
- 1D
- -0.17%
- 1M
- 5.37%
- YTD
- 13.13%
- 6M
- 13.75%
- 1Y
- 29.19%
- 3Y*
- 20.28%
- 5Y*
- —
- 10Y*
- —
ORO vs. LEXI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ORO Arrow Valtoro ETF | 7.13% | -8.96% |
LEXI Alexis Practical Tactical ETF | 13.13% | 2.46% |
Correlation
The correlation between ORO and LEXI is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 20, 2025 | 0.53 |
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Return for Risk
ORO vs. LEXI — Risk / Return Rank
ORO
LEXI
ORO vs. LEXI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Arrow Valtoro ETF (ORO) and Alexis Practical Tactical ETF (LEXI). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| ORO | LEXI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.17 | 0.78 | -0.95 |
Drawdowns
ORO vs. LEXI - Drawdown Comparison
The maximum ORO drawdown since its inception was -12.46%, smaller than the maximum LEXI drawdown of -22.01%. Use the drawdown chart below to compare losses from any high point for ORO and LEXI.
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Drawdown Indicators
| ORO | LEXI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.46% | -22.01% | +9.55% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.12% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -15.94% | — |
Current DrawdownCurrent decline from peak | -6.56% | -0.17% | -6.39% |
Average DrawdownAverage peak-to-trough decline | -6.54% | -5.19% | -1.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.68% | — |
Volatility
ORO vs. LEXI - Volatility Comparison
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Volatility by Period
| ORO | LEXI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.07% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.79% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 23.68% | 10.64% | +13.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.68% | 14.64% | +9.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.68% | 14.64% | +9.04% |
ORO vs. LEXI - Expense Ratio Comparison
ORO has a 1.25% expense ratio, which is higher than LEXI's 1.00% expense ratio.
Dividends
ORO vs. LEXI - Dividend Comparison
ORO has not paid dividends to shareholders, while LEXI's dividend yield for the trailing twelve months is around 0.83%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
LEXI Alexis Practical Tactical ETF | 0.83% | 0.94% | 2.17% | 1.34% | 0.95% | 0.23% |
ORO Arrow Valtoro ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ORO and LEXI have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LEXI is cheaper at 1.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LEXI is cheaper with a 1.00% expense ratio, compared with 1.25% for ORO.
LEXI has the higher dividend yield at 0.83%, compared with 0.00% for ORO.
They also come from different issuers: Arrow Funds and Alexis. Their fees differ too: 1.25% for ORO and 1.00% for LEXI.
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