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PTMC and IJH share 99.5% of their holdings.
| Side by side | PTMC | IJH |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.60% | 0.05% |
| Cost per year on $10k | $60 | $5 |
| Trailing 12-mo yield | 1.64% | 1.22% |
| Income per year on $10k | $164 | $122 |
| YTD | +12.3% | +12.9% |
| 1 year | +15.3% | +16.1% |
| 3 years · per year | +11.1% | +17.8% |
| 5 years · per year | +3.1% | +7.2% |
| Worst drop · 1Y | −8.9% | −8.8% |
| Volatility · 1Y | 15.0% | 15.0% |
| Holdings | 402 | 407 |
| Assets | $370M | $124B |
| Leverage | None | None |
| Since | 2015 | 2000 |
Highlighted = best in the row. Returns include dividends.