PRTO vs JEPI5YPRTOPRTOAvsBJEPIJEPIRCN Pareto Strategic Allocation ETF · $17MJPMorgan Equity Premium Income ETF · $47.1BReturns · dividends in[…]3 years · per year[…] · $13,696+11.1%[…]5 years · per year[…] · $14,519+7.7%Cost and income0.82%Expense ratio$82 · $35 on $10k · lower wins0.35%0.00%12-mo yield$0 · $787 on $10k7.87%Risk · 1 year
Overlap: PRTO, JEPI, VYMToday26.0%most shared, JEPI and VYMPRTOJEPIVYMPRTO—0.6%2.5%JEPI0.6%—26.0%VYM2.5%26.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
PRTO vs JEPI5YAPRTORCN Pareto Strategic Allocation[…]vsJEPIBJPMorgan Equity Premium Income$14,519MeasurePRTOJEPIFee0.82%0.35%Cost on $10k a year$82$35Yield0.00%7.87%5 years, per year[…]+7.7%3 years, per year[…]+11.1%Worst drop · 1Y[…]−6.7%Volatility · 1Y[…]9.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.23%−0.1%+17.0%+18.3%+20.4%+11.5%−6.7%$78.9B2BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.1B3APRTORCN Pareto Strategic Allocation ETFReadDesk0.82%0.00%−0.3%newnewnewnew[…]$17MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.23%−0.1%+17.0%+18.3%+20.4%+11.5%−6.7%$78.9B2BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.1B3APRTORCN Pareto Strategic Allocation ETFReadDesk0.82%0.00%−0.3%newnewnewnew[…]$17MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: PRTO, JEPI, VYMToday26.0%most shared, JEPI and VYMPRTOJEPIVYMPRTO—0.6%2.5%JEPI0.6%—26.0%VYM2.5%26.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$752most kept, JEPIJEPI$787 − $35 = $752VYM$223 − $4 = $219PRTO$0 − $82 = −$82KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee