PRTO vs. SFYI
PRTO (RCN Pareto Strategic Allocation ETF) and SFYI (SoFi Social 50 Income ETF) are both exchange-traded funds - PRTO is a Tactical Allocation fund actively managed by Tidal, while SFYI is a Derivative Income fund actively managed by Tidal. Both are actively managed. At a 0.20 correlation, their price movements are largely independent. PRTO charges 0.82%/yr vs 0.73%/yr for SFYI.
Performance
PRTO vs. SFYI - Performance Comparison
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Returns By Period
PRTO
- 1D
- -0.16%
- 1M
- 0.30%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SFYI
- 1D
- -0.43%
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PRTO vs. SFYI - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
PRTO RCN Pareto Strategic Allocation ETF | -0.76% |
SFYI SoFi Social 50 Income ETF | 0.78% |
Correlation
The correlation between PRTO and SFYI is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 7, 2026 | 0.20 |
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Return for Risk
PRTO vs. SFYI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RCN Pareto Strategic Allocation ETF (PRTO) and SoFi Social 50 Income ETF (SFYI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
PRTO vs. SFYI - Drawdown Comparison
The maximum PRTO drawdown since its inception was -4.46%, which is greater than SFYI's maximum drawdown of -0.43%. Use the drawdown chart below to compare losses from any high point for PRTO and SFYI.
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Drawdown Indicators
| PRTO | SFYI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.46% | -0.43% | -4.03% |
Current DrawdownCurrent decline from peak | -1.77% | -0.43% | -1.34% |
Average DrawdownAverage peak-to-trough decline | -1.01% | -0.13% | -0.88% |
Volatility
PRTO vs. SFYI - Volatility Comparison
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Volatility by Period
| PRTO | SFYI | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 15.56% | 11.09% | +4.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.56% | 11.09% | +4.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.56% | 11.09% | +4.47% |
PRTO vs. SFYI - Expense Ratio Comparison
PRTO has a 0.82% expense ratio, which is higher than SFYI's 0.73% expense ratio.
Dividends
PRTO vs. SFYI - Dividend Comparison
Neither PRTO nor SFYI has paid dividends to shareholders.
Frequently Asked Questions
PRTO and SFYI have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SFYI is cheaper at 0.73% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SFYI is cheaper with a 0.73% expense ratio, compared with 0.82% for PRTO.
PRTO and SFYI have nearly identical dividend yields, around 0.00%.
PRTO is categorized as Tactical Allocation, while SFYI is Derivative Income. Their fees differ too: 0.82% for PRTO and 0.73% for SFYI.
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