VIG vs PRTO5YVIGVIGAvsBPRTOPRTOVanguard Dividend Appreciation ETF · $109BRCN Pareto Strategic Allocation ETF · $17MReturns · dividends in+18.9%3 years · per year$16,797 · […][…]+10.6%5 years · per year$16,513 · […][…]Cost and income0.04%Expense ratio$4 · $82 on $10k · lower wins0.82%1.45%12-mo yield$145 · $0 on $10k0.00%Risk · 1 year
Overlap: VIG, PRTO, JEPIToday31.6%most shared, VIG and JEPIVIGPRTOJEPIVIG—2.4%31.6%PRTO2.4%—0.6%JEPI31.6%0.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
VIG vs PRTO5YAVIGVanguard Dividend Appreciation$16,513vsPRTOBRCN Pareto Strategic Allocation[…]MeasureVIGPRTOFee0.04%0.82%Cost on $10k a year$4$82Yield1.45%0.00%5 years, per year+10.6%[…]3 years, per year+18.9%[…]Worst drop · 1Y−7.9%[…]Volatility · 1Y11.0%[…]
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.3B3BPRTORCN 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▲▼1AVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.3B3BPRTORCN 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%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
DGRO vs VIGYTDiSharesDGROiSA+19.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+19.9%+16.0%+19.9%Year to date+16.0%1.8%Yield1.4%$45.9BAssets$109B2–0DGRO winsEnd-of-day Nov 13, 2026
Overlap: VIG, PRTO, JEPIToday31.6%most shared, VIG and JEPIVIGPRTOJEPIVIG—2.4%31.6%PRTO2.4%—0.6%JEPI31.6%0.6%—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 = $752VIG$145 − $4 = $141PRTO$0 − $82 = −$82KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee