PTLC vs IWF
5Y+14.4%3 years · per year$14,982 · $17,022+19.4%
+8.2%5 years · per year$14,819 · $15,442+9.1%
0.60%Expense ratio$60 · $18 on $10k · lower wins0.18%
1.03%12-mo yield$103 · $39 on $10k0.39%
−8.8%Worst dropSmaller wins−14.6%
13.0%VolatilityLower wins19.4%
3–3Level
$10,000 · 5 yearsOne scale
Shared top holdingsPTLC · IWF
7.9%AAPL9.0%
6.9%NVDA14.1%
6.3%MSFT6.6%
2.6%GOOGL5.5%
Held in common55.6%
End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two