SCHD vs PRTO5YSCHDSCHDAvsBPRTOPRTOSchwab U.S. Dividend Equity ETF · $123BRCN Pareto Strategic Allocation ETF · $17MReturns · dividends in+19.9%3 years · per year$17,234 · […][…]+10.4%5 years · per year$16,418 · […][…]Cost and income0.06%Expense ratio$6 · $82 on $10k · lower wins0.82%2.93%12-mo yield$293 · $0 on $10k0.00%Risk · 1 year
Overlap: SCHD, PRTO, VIGToday14.5%most shared, SCHD and VIGSCHDPRTOVIGSCHD—3.1%14.5%PRTO3.1%—2.4%VIG14.5%2.4%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
SCHD vs PRTO5YASCHDSchwab U.S. Dividend Equity$16,418vsPRTOBRCN Pareto Strategic Allocation[…]MeasureSCHDPRTOFee0.06%0.82%Cost on $10k a year$6$82Yield2.93%0.00%5 years, per year+10.4%[…]3 years, per year+19.9%[…]Worst drop · 1Y−6.9%[…]Volatility · 1Y11.8%[…]
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%+0.8%+16.0%+17.8%+18.9%+10.7%−7.9%$109.1B2ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B3BPRTORCN Pareto Strategic Allocation ETFReadDesk0.82%0.00%+0.6%newnewnewnew[…]$17MEnd-of-day Nov 11, 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▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%+0.8%+16.0%+17.8%+18.9%+10.7%−7.9%$109.1B2ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B3BPRTORCN Pareto Strategic Allocation ETFReadDesk0.82%0.00%+0.6%newnewnewnew[…]$17MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
DGRO vs VIGYTDiSharesDGROiSA+19.8%vsBVVIGVanguard+16.0%Jan 1Nov 11+19.8%+16.0%+19.8%Year to date+16.0%1.8%Yield1.4%$45.7BAssets$109B2–0DGRO winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: SCHD, PRTO, VIGToday14.5%most shared, SCHD and VIGSCHDPRTOVIGSCHD—3.1%14.5%PRTO3.1%—2.4%VIG14.5%2.4%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287VIG$145 − $4 = $141PRTO$0 − $82 = −$82KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee