Compare · 2 funds side by side · dividends reinvested

PRTO and DGRO

PRTOPareto×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,835DGRO · best of the two

02 / 03

PRTO and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B1.0

RCN Pareto Strategic Allocation ETFUnsorted0.82%0.00%[…][…][…][…][…][…]$17M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PRTO 2026 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

RCN Pareto Strategic Allocation ETF · $17M[…]

PRTO

DGRO

iShares Core Dividend Growth ETF · $44.9B$16,835

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

PRTOMeasureDGRO

[…]Year to dateJan 1 → Nov 6+16.6%

[…]1 yearTotal return+20.3%

[…]3 years · per year$10,000 became […] · $17,593+20.7%

[…]5 years · per year$10,000 became […] · $16,835+11.0%

0.82%Expense ratio$82 · $8 a year on $10k · lower is better0.08%

0.00%Trailing 12-mo yield$0 · $187 a year on $10k1.87%

[…]Worst dropSmaller is better−6.5%

[…]VolatilityLower is calmer10.2%

PRTODGRO Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2DGRO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PRTO vs DGRO: Top 5 Holdings

Today

PRTO

69.1%in top 5

DGRO

in top 515.0%

PRTOStockDGRO

21.1%SCHAnot top 5

20.9%IWMnot top 5

12.4%SGOLnot top 5

7.9%SPYnot top 5

6.9%GLDMnot top 5

not top 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

Held in common1.4%

End-of-day Nov 6, 2026 · share of each fund

PRTO vs DGRO Returns, Every Period

ParetoPRTO

[…]

past year

DGROiShares

+20.3%

past year

Returns […]

PRTODGROFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: PRTO vs DGRO

YTD

ParetoPRTO

[…]

DGROiShares

+16.6%

[…]Year to date+16.6%

[…]Worst drop · 1Y−6.5%

[…]Volatility · 1Y10.2%

0.0%Yield1.9%

$17.4MAssets$44.9B

1–0DGRO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PRTO, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

PRTO0.82%$82

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PRTO, DGRO

1.87%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.87%$187

PRTO0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$179most kept, DGRO

DGRO$187 − $8 = $179

PRTO$0 − $82 = −$82

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PRTO, DGRO

Today

1.4%most shared, PRTO and DGRO

PRTODGRO

PRTO—1.4%

DGRO1.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.3%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

PRTOWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026