PRTO vs VYM
PRTO vs VYM
RCN Pareto Strategic Allocation ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | PRTO | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.82% | 0.04% | |
| AUM | $17M | $79.0B | |
| Dividend Yield | 0.00% | 2.86% | |
| Holdings | 17 | 568 | |
| YTD Return | +9.89% | +15.20% | |
| 1Y Return | - | +25.56% | |
| 3Y Return (annualized) | - | +17.86% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -4.7% | -58.8% | |
| Fund Family | RCN Wealth Advisors, Inc. | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Mar 24, 2026 | Nov 10, 2006 |
PRTO vs VYM Performance
RCN Pareto Strategic Allocation ETF (PRTO) is a ETF from RCN Wealth Advisors, Inc. and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, PRTO is up 9.89% versus a gain of 15.20% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -4.7% for PRTO and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
PRTO charges 0.82% per year while VYM charges 0.04%. On a $10,000 position that is $82 vs $4 annually, a gap of $78 per year that compounds over a long holding period. On income, PRTO currently yields 0.00% against 2.86% for VYM.
Holdings Overlap
PRTO and VYM share 4 holdings out of 571 unique holdings combined, representing a 2.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
Frequently Asked Questions
Which is cheaper, PRTO or VYM?
PRTO has an expense ratio of 0.82% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $78 per year of difference.
What is the holdings overlap between PRTO and VYM?
PRTO and VYM share 4 common holdings with a 2.3% weight overlap. Combined, they hold 571 unique securities.
Which pays a higher dividend, PRTO or VYM?
PRTO yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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