VIG vs PRTO

AVIG

BPRTO

Measures won2–0VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.46%VIG · $146 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common2.3%VIG and PRTO

VIG

PRTO

Vanguard Dividend Appreciation ETF · $109BRCN Pareto Strategic Allocation ETF · $17M

+18.8%3 years · per year$16,775 · […][…]

+10.7%5 years · per year$16,638 · […][…]

0.04%Expense ratio$4 · $82 on $10k · lower wins0.82%

1.46%12-mo yield$146 · $0 on $10k0.00%

−7.9%Worst dropSmaller wins[…]

11.0%VolatilityLower wins[…]

2–0VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · PRTO

1.1%TXN1.0%

1.0%LIN0.8%

0.5%LMT1.9%

Held in common2.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BPRTO	RCN Pareto Strategic Allocation ETFRead Desk		0.82%	0.00%	+2.5%	new	new	new	new	[…]	$17M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BPRTO	RCN Pareto Strategic Allocation ETFRead Desk		0.82%	0.00%	+2.5%	new	new	new	new	[…]	$17M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs PRTO

VIG

Vanguard Dividend Appreciation

$16,638

PRTO

RCN Pareto Strategic Allocation

[…]

MeasureVIGPRTO

Fee0.04%0.82%

Cost on $10k a year$4$82

Yield1.46%0.00%

5 years, per year+10.7%[…]

3 years, per year+18.8%[…]

Worst drop · 1Y−7.9%[…]

Volatility · 1Y11.0%[…]

2–0measures won
VIG first

2.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VIG, PRTO

Today

2.3%most shared, VIG and PRTO

VIGPRTO

VIG—2.3%

PRTO2.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

PRTO$0 − $82 = −$82

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee