PTLC vs VTV
5Y+14.4%3 years · per year$14,982 · $17,687+20.9%
+8.2%5 years · per year$14,819 · $17,585+12.0%
0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%
1.03%12-mo yield$103 · $187 on $10k1.87%
−8.8%Worst dropSmaller wins−6.4%
13.0%VolatilityLower wins10.7%
0–6VTV wins
$10,000 · 5 yearsOne scale
Shared top holdingsPTLC · VTV
1.7%BRK-B2.9%
1.4%JPM3.3%
1.2%MU4.6%
1.1%XOM2.6%
Held in common44.1%
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