PTLC vs VOO
5Y+14.9%3 years · per year$15,183 · $18,159+22.0%
+8.6%5 years · per year$15,140 · $17,543+11.9%
0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%
1.01%12-mo yield$101 · $107 on $10k1.07%
−8.8%Worst dropSmaller wins−8.9%
13.1%VolatilityLower wins13.7%
2–4VOO wins
$10,000 · 5 yearsAll three, one scale
Shared top holdingsPTLC · VOO
7.8%AAPL7.4%
7.1%NVDA8.4%
6.2%MSFT5.8%
4.0%AMZN3.7%
Held in common92.6%
End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two