HFEQ vs PRTO
Comparison between UNLIMITED HFEQ EQUITY LONG/SHORT ETF (HFEQ, ETF) and RCN PARETO STRATEGIC ALLOCATION ETF (PRTO, ETF).
HFEQ vs PRTO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HFEQ
$16M
PRTO
$16M
Expense Ratio
HFEQ
0.96%
Winner
PRTO
0.82%
Max Drawdown
HFEQ
13.58%
Winner
PRTO
4.46%
Sharpe Ratio
HFEQ
1.27
Winner
PRTO
2.26
5Y Beta
HFEQ
1.57
Winner
PRTO
0.98
HFEQ vs PRTO - Holdings Comparison
HFEQ and PRTO have 1 common holdings. Overlap is 0.40%
HFEQ's top 25 holdings weight is 99.99%. PRTO's top 25 holdings weight is 100.06%.
| Rank | HFEQ | PRTO |
|---|---|---|
| #1 | E-MINI NASDAQ 100 FUTURE JUNE 26 (n/a) - 24.04% | SCHWAB US SMALL-CAP ETF„¢ (SCHA) - 21.11% |
| #2 | VANGUARD VALUE ETF (VTV) - 17.98% | ISHARES RUSSELL 2000 ETF (IWM) - 21.10% |
| #3 | MSCI EMERGING MARKETS INDEX FUTURE JUNE 26 (n/a) - 17.95% | ABRDN PHYSICAL GOLD SHARES ETF (SGOL) - 12.78% |
| #4 | EURO STOXX 50 FUTURE JUNE 26 (n/a) - 14.98% | INVESCO QQQ TRUST (QQQ) - 8.10% |
| #5 | E-MINI FINANCIAL SELECT SECTOR FUTURE JUNE 26 (n/a) - 13.72% | STATE STREET® SPDR® S&P 500® ETF (SPY) - 7.69% |
| #6 | MSCI EAFE INDEX FUTURE JUNE 26 (n/a) - 13.68% | SPDR® GOLD MINISHARES (GLDM) - 7.14% |
| #7 | STATE STREET®MATSELSECTSPDR®ETF (XLB) - 13.45% | SCHWAB US DIVIDEND EQUITY ETF„¢ (SCHD) - 4.97% |
| #8 | E-MINI S&P 500 FUTURE JUNE 26 (n/a) - 9.93% | SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA) - 3.65% |
| #9 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 9.86% | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 2.69% |
| #10 | VANGUARD MID-CAP ETF (VO) - 9.43% | VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) - 2.53% |
| #11 | VANGUARD US MOMENTUM FACTOR ETF (VFMO) - 8.64% | LOCKHEED MARTIN CORP (LMT) - 1.62% |
| #12 | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 7.44% | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.16% |
| #13 | NIKKEI/USD FUTURE JUNE 26 (n/a) - 7.21% | EQT CORP (EQT) - 1.14% |
| #14 | STATE STREET® SPDR® S&P® BIOTECH ETF (XBI) - 6.56% | TEXAS INSTRUMENTS INC (TXN) - 1.07% |
| #15 | E-MINI RUSSELL 2000 INDEX FUTURE JUNE 26 (n/a) - 6.36% | ISHARES CORE S&P 500 ETF (IVV) - 1.04% |
| #16 | CBOE VIX FUTURE JUN26 (n/a) - 6.24% | LINDE PLC (LIN) - 0.74% |
| #17 | STATE STREET® SPDR® S&P® RETAIL ETF (XRT) - 5.17% | UNION PACIFIC CORP (UNP) - 0.69% |
| #18 | OTHER ASSETS AND LIABILITIES (n/a) - 4.22% | FIDELITY WISE ORIGIN BITCOIN FUND (FBTC) - 0.44% |
| #19 | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 4.00% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.40% |
| #20 | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 3.64% | N/A |
| #21 | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 2.98% | N/A |
| #22 | BTIC ON E-MINI S&P REAL ESTATE SELECT SECTOR INDEX FUTURE JUNE 26 (n/a) - -4.43% | N/A |
| #23 | CASH OFFSET (n/a) - -103.06% | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 23 | 19 |
HFEQ vs PRTO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HFEQ
+3.14%
PRTO
-0.36%
3M
Winner
HFEQ
+12.41%
PRTO
+9.28%
6M
HFEQ
+13.56%
PRTO
N/A
1Y
HFEQ
+31.43%
PRTO
N/A
Max(CAGR)
HFEQ
+35.07%
Winner
PRTO
+50.73%
HFEQ vs PRTO - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | HFEQ | PRTO |
|---|---|---|
| 2026 | +12.91% | +9.28% |
| 2025 | +14.87% | N/A |
HFEQ vs PRTO Drawdown Comparison
The maximum drawdown for HFEQ was -12.46%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The maximum drawdown for PRTO was -4.46%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The current HFEQ drawdown is -0.09%. The current PRTO drawdown is -1.51%.
| Rank | HFEQ | PRTO |
|---|---|---|
| #1 | -12.46% Feb 25, 2026 - May 6, 2026 | -4.46% Jun 2, 2026 - Jun 10, 2026 |
| #2 | -10.71% Oct 27, 2025 - Jan 5, 2026 | -2.98% May 11, 2026 - May 26, 2026 |
| #3 | -7.12% Oct 6, 2025 - Oct 24, 2025 | -2.45% Mar 25, 2026 - Apr 1, 2026 |
| #4 | -5.24% May 6, 2026 - May 26, 2026 | -1.38% Apr 24, 2026 - Apr 30, 2026 |
| #5 | -4.42% Jun 4, 2026 - Jun 10, 2026 | -1.22% Apr 20, 2026 - Apr 24, 2026 |
| #6 | -2.72% Jul 23, 2025 - Aug 8, 2025 | -0.88% May 6, 2026 - May 8, 2026 |
| #7 | -2.36% Feb 20, 2026 - Feb 25, 2026 | -0.73% May 1, 2026 - May 5, 2026 |
| #8 | -2.20% Jan 28, 2026 - Feb 6, 2026 | -0.39% May 26, 2026 - May 28, 2026 |
| #9 | -2.15% Aug 22, 2025 - Sep 9, 2025 | -0.35% Apr 9, 2026 - Apr 13, 2026 |
| #10 | -2.12% Feb 11, 2026 - Feb 20, 2026 | -0.27% May 28, 2026 - Jun 2, 2026 |
| #11 | -2.10% Jan 12, 2026 - Jan 22, 2026 | -0.14% Apr 14, 2026 - Apr 16, 2026 |
| #12 | -1.81% Aug 13, 2025 - Aug 22, 2025 | -0.10% Apr 1, 2026 - Apr 6, 2026 |
| #13 | -1.34% Sep 22, 2025 - Sep 30, 2025 | N/A |
| #14 | -1.22% Jan 6, 2026 - Jan 9, 2026 | N/A |
| #15 | -1.09% Jan 22, 2026 - Jan 27, 2026 | N/A |
Correlation
Correlation between HFEQ and PRTO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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