Skip to content
Beacon
Screener

PRTO vs AOM

RCN Pareto Strategic Allocation ETF vs iShares Core 40/60 Moderate Allocation ETF

PRTO

RCN Pareto Strategic Allocation ETF

Annual cost

Fund size

AOM

iShares Core 40/60 Moderate Allocation ETF

iShares

Annual cost

0.15%

Fund size

$1.7B

Key differences

  • PRTO follows a active selection strategy; AOM uses index tracking.

Side-by-side comparison

PRTOAOM
Annual cost (TER)0.15%
Fund size (AUM)$1.7B
Since2008
Dividend yield3.04%
Asset classmixed assetmixed asset
Regionglobal
Strategyactive selectionindex tracking
CAGR 1YN/A+15.1%
CAGR 3YN/A+10.8%
CAGR 5YN/A+4.8%
Sharpe 3YN/A0.95
Volatility 1Y6.51%
Max drawdown-2.45%-19.96%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.