PRTO vs WMTI
Comparison between RCN PARETO STRATEGIC ALLOCATION ETF (PRTO, ETF) and REX WMT GROWTH & INCOME ETF (WMTI, ETF).
PRTO vs WMTI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PRTO vs WMTI - Holdings Comparison
PRTO and WMTI have 1 common holdings. Overlap is 0.35%
PRTO's top 25 holdings weight is 99.20%. WMTI's top 25 holdings weight is 2.10%.
| Rank | PRTO | WMTI |
|---|---|---|
| #1 | SCHWAB US SMALL-CAP ETF„¢ (SCHA) - 21.38% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.10% |
| #2 | ISHARES RUSSELL 2000 ETF (IWM) - 21.26% | N/A |
| #3 | ABRDN PHYSICAL GOLD SHARES ETF (SGOL) - 12.51% | N/A |
| #4 | INVESCO QQQ TRUST (QQQ) - 7.92% | N/A |
| #5 | STATE STREET® SPDR® S&P 500® ETF (SPY) - 7.69% | N/A |
| #6 | SPDR® GOLD MINISHARES (GLDM) - 6.99% | N/A |
| #7 | SCHWAB US DIVIDEND EQUITY ETF„¢ (SCHD) - 5.13% | N/A |
| #8 | SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA) - 3.66% | N/A |
| #9 | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 2.53% | N/A |
| #10 | VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) - 2.51% | N/A |
| #11 | LOCKHEED MARTIN CORP (LMT) - 1.72% | N/A |
| #12 | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.20% | N/A |
| #13 | EQT CORP (EQT) - 1.13% | N/A |
| #14 | ISHARES CORE S&P 500 ETF (IVV) - 1.04% | N/A |
| #15 | TEXAS INSTRUMENTS INC (TXN) - 1.03% | N/A |
| #16 | UNION PACIFIC CORP (UNP) - 0.73% | N/A |
| #17 | FIDELITY WISE ORIGIN BITCOIN FUND (FBTC) - 0.42% | N/A |
| #18 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.35% | N/A |
| #19 | N/A | N/A |
| #20 | N/A | N/A |
| #21 | N/A | N/A |
| #22 | N/A | N/A |
| #23 | N/A | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 18 | 1 |
PRTO vs WMTI - Historical Returns
Returns include dividend reinvestment.
PRTO vs WMTI - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | PRTO | WMTI |
|---|---|---|
| 2026 | +9.28% | +5.16% |
| 2025 | N/A | +9.75% |
PRTO vs WMTI Drawdown Comparison
The maximum drawdown for PRTO was -4.46%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The maximum drawdown for WMTI was -17.22%, occurring on Jun 2, 2026. This drawdown has not yet recovered.
The current PRTO drawdown is -1.51%. The current WMTI drawdown is -10.22%.
| Rank | PRTO | WMTI |
|---|---|---|
| #1 | -4.46% Jun 2, 2026 - Jun 10, 2026 | -17.22% May 19, 2026 - Jun 2, 2026 |
| #2 | -2.98% May 11, 2026 - May 26, 2026 | -11.71% Feb 13, 2026 - May 14, 2026 |
| #3 | -2.45% Mar 25, 2026 - Apr 1, 2026 | -5.32% Dec 12, 2025 - Jan 12, 2026 |
| #4 | -1.38% Apr 24, 2026 - Apr 30, 2026 | -3.47% Feb 6, 2026 - Feb 12, 2026 |
| #5 | -1.22% Apr 20, 2026 - Apr 24, 2026 | -3.05% Jan 13, 2026 - Feb 2, 2026 |
| #6 | -0.88% May 6, 2026 - May 8, 2026 | -2.94% Nov 20, 2025 - Nov 25, 2025 |
| #7 | -0.73% May 1, 2026 - May 5, 2026 | -2.84% Nov 11, 2025 - Nov 20, 2025 |
| #8 | -0.39% May 26, 2026 - May 28, 2026 | -2.01% Dec 5, 2025 - Dec 11, 2025 |
| #9 | -0.35% Apr 9, 2026 - Apr 13, 2026 | -1.58% Feb 3, 2026 - Feb 6, 2026 |
| #10 | -0.27% May 28, 2026 - Jun 2, 2026 | -0.84% Nov 4, 2025 - Nov 7, 2025 |
| #11 | -0.14% Apr 14, 2026 - Apr 16, 2026 | -0.36% May 14, 2026 - May 18, 2026 |
| #12 | -0.10% Apr 1, 2026 - Apr 6, 2026 | N/A |
Correlation
Correlation between PRTO and WMTI is -0.27 which considered as a very weak or no correlation - the stocks move independently of each other.
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