PRTO vs MRGR
Comparison between RCN PARETO STRATEGIC ALLOCATION ETF (PRTO, ETF) and PROSHARES MERGER ETF (MRGR, ETF).
PRTO vs MRGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PRTO
$16M
Winner
MRGR
$16M
Expense Ratio
PRTO
0.82%
Winner
MRGR
0.75%
Max Drawdown
Winner
PRTO
3.12%
MRGR
16.75%
Sharpe Ratio
Winner
PRTO
2.21
MRGR
1.72
5Y Beta
PRTO
0.95
Winner
MRGR
0.08
P/E Ratio
PRTO
N/A
MRGR
41.57
Forward P/E
PRTO
N/A
MRGR
15.92
5Y Dividends CAGR
PRTO
N/A
MRGR
74.38%
Debt to Equity
PRTO
N/A
MRGR
-33.40%
P/S Ratio
PRTO
N/A
MRGR
2.04
P/B Ratio
PRTO
N/A
MRGR
2.78
PRTO vs MRGR - Holdings Comparison
PRTO and MRGR have 0 common holdings. Overlap is 0.00%
PRTO's top 25 holdings weight is 100.02%. MRGR's top 25 holdings weight is 61.83%.
| Rank | PRTO | MRGR |
|---|---|---|
| #1 | ISHARES RUSSELL 2000 ETF (IWM) - 21.08% | TECK RESOURCES LTD CLASS B (SUB VOTING) (n/a) - 3.55% |
| #2 | SCHWAB US SMALL-CAP ETF„¢ (SCHA) - 21.00% | THERMON GROUP HOLDINGS INC (THR) - 3.04% |
| #3 | ABRDN PHYSICAL GOLD SHARES ETF (SGOL) - 12.89% | CASH (n/a) - 2.65% |
| #4 | INVESCO QQQ TRUST (QQQ) - 7.95% | NORTHWESTERN ENERGY GROUP INC (NWE) - 2.64% |
| #5 | STATE STREET® SPDR® S&P 500® ETF (SPY) - 7.62% | VALARIS LTD (VAL) - 2.63% |
| #6 | SPDR® GOLD MINISHARES (GLDM) - 7.20% | SILICON LABORATORIES INC (SLAB) - 2.46% |
| #7 | SCHWAB US DIVIDEND EQUITY ETF„¢ (SCHD) - 5.03% | KENVUE INC (KVUE) - 2.45% |
| #8 | SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA) - 3.68% | GLOBALSTAR INC (GSAT) - 2.43% |
| #9 | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 2.52% | NATIONAL STORAGE AFFILIATES TRUST (NSA) - 2.43% |
| #10 | VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) - 2.51% | NORFOLK SOUTHERN CORP (NSC) - 2.42% |
| #11 | LOCKHEED MARTIN CORP (LMT) - 1.69% | STELLAR BANCORP INC (STEL) - 2.38% |
| #12 | EQT CORP (EQT) - 1.17% | ORGANON & CO ORDINARY SHARES (OGN) - 2.37% |
| #13 | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.16% | IHS HOLDING LTD (IHS) - 2.36% |
| #14 | TEXAS INSTRUMENTS INC (TXN) - 1.13% | ALLFUNDS GROUP PLC (n/a) - 2.35% |
| #15 | ISHARES CORE S&P 500 ETF (IVV) - 1.03% | SELECT MEDICAL HOLDINGS CORP (SEM) - 2.34% |
| #16 | LINDE PLC (LIN) - 0.77% | MASIMO CORP (MASI) - 2.34% |
| #17 | UNION PACIFIC CORP (UNP) - 0.71% | CATALYST PHARMACEUTICALS INC (CPRX) - 2.34% |
| #18 | FIDELITY WISE ORIGIN BITCOIN FUND (FBTC) - 0.50% | DIGITALBRIDGE GROUP INC CLASS A (DBRG) - 2.34% |
| #19 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.38% | GLOBAL BUSINESS TRAVEL GROUP INC ORDINARY SHARES CLASS A (GBTG) - 2.34% |
| #20 | N/A | TALKSPACE INC ORDINARY SHARES (TALK) - 2.33% |
| #21 | N/A | QUBE HOLDINGS LTD (n/a) - 2.33% |
| #22 | N/A | KALVISTA PHARMACEUTICALS INC (KALV) - 2.33% |
| #23 | N/A | AVANOS MEDICAL INC (AVNS) - 2.33% |
| #24 | N/A | ESPERION THERAPEUTICS INC (ESPR) - 2.33% |
| #25 | N/A | LIVERAMP HOLDINGS INC (RAMP) - 2.32% |
| Total Holdings | 19 | 57 |
PRTO vs MRGR - Historical Returns
Returns include dividend reinvestment.
1M
PRTO
-0.86%
Winner
MRGR
+0.44%
3M
PRTO
N/A
MRGR
+1.07%
6M
PRTO
N/A
MRGR
+1.74%
1Y
PRTO
N/A
MRGR
+11.15%
5Y(CAGR)
PRTO
N/A
MRGR
+3.99%
10Y(CAGR)
PRTO
N/A
MRGR
+3.48%
Max(CAGR)
Winner
PRTO
+44.33%
MRGR
+2.17%
PRTO vs MRGR - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | PRTO | MRGR |
|---|---|---|
| 2026 | +7.50% | +1.84% |
| 2025 | N/A | +11.75% |
| 2024 | N/A | +5.28% |
| 2023 | N/A | +5.09% |
| 2022 | N/A | -4.84% |
| 2021 | N/A | +6.35% |
| 2020 | N/A | +1.96% |
| 2019 | N/A | +4.66% |
| 2018 | N/A | +3.41% |
| 2017 | N/A | +2.08% |
| 2016 | N/A | -1.33% |
| 2015 | N/A | -0.48% |
| 2014 | N/A | -1.43% |
| 2013 | N/A | -4.37% |
| 2012 | N/A | +1.00% |
PRTO vs MRGR Drawdown Comparison
The maximum drawdown for PRTO was -3.12%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The maximum drawdown for MRGR was -13.23%, occurring on Mar 18, 2020. Recovery took 180 trading sessions.
The current PRTO drawdown is -3.12%. The current MRGR drawdown is -0.31%.
| Rank | PRTO | MRGR |
|---|---|---|
| #1 | -3.12% Jun 2, 2026 - Jun 5, 2026 | -13.23% Feb 19, 2020 - Nov 3, 2020 |
| #2 | -2.98% May 11, 2026 - May 26, 2026 | -10.02% Dec 31, 2012 - Oct 24, 2019 |
| #3 | -2.45% Mar 25, 2026 - Apr 1, 2026 | -8.39% Nov 9, 2021 - Mar 1, 2024 |
| #4 | -1.38% Apr 24, 2026 - Apr 30, 2026 | -2.31% Feb 16, 2021 - Apr 1, 2021 |
| #5 | -1.22% Apr 20, 2026 - Apr 24, 2026 | -2.10% Feb 28, 2025 - May 27, 2025 |
| #6 | -0.88% May 6, 2026 - May 8, 2026 | -1.95% Jun 7, 2021 - Sep 1, 2021 |
| #7 | -0.73% May 1, 2026 - May 5, 2026 | -1.69% Mar 5, 2024 - Jul 8, 2024 |
| #8 | -0.39% May 26, 2026 - May 28, 2026 | -1.29% Jan 14, 2026 - Mar 31, 2026 |
| #9 | -0.35% Apr 9, 2026 - Apr 13, 2026 | -1.13% Oct 31, 2024 - Jan 3, 2025 |
| #10 | -0.27% May 28, 2026 - Jun 2, 2026 | -1.12% Jan 22, 2021 - Feb 2, 2021 |
| #11 | -0.14% Apr 14, 2026 - Apr 16, 2026 | -1.01% Oct 21, 2025 - Nov 3, 2025 |
| #12 | -0.10% Apr 1, 2026 - Apr 6, 2026 | -0.99% Dec 12, 2025 - Jan 13, 2026 |
| #13 | N/A | -0.97% Apr 23, 2026 - May 26, 2026 |
| #14 | N/A | -0.97% Nov 6, 2020 - Dec 3, 2020 |
| #15 | N/A | -0.93% Sep 2, 2025 - Sep 26, 2025 |
Correlation
Correlation between PRTO and MRGR is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
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