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PRTO vs AOR

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

PRTO

RCN Pareto Strategic Allocation ETF

Annual cost

Fund size

AOR

iShares Core 60/40 Balanced Allocation ETF

iShares

Annual cost

0.15%

Fund size

$3.5B

Side-by-side comparison

PRTOAOR
Annual cost (TER)0.15%
Fund size (AUM)$3.5B
Since2008
Dividend yield2.53%
Asset classmixed assetmixed asset
Regionglobal
Strategyactive selectionactive selection
CAGR 1YN/A+19.9%
CAGR 3YN/A+14.3%
CAGR 5YN/A+6.9%
Sharpe 3YN/A1.11
Volatility 1Y8.39%
Max drawdown-2.45%-22.95%

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