Polen Floating Rate Income ETF (PCFI) belongs to the Bank Loan category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with PCFI. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PCFI
PCFI charges 0.49% annually. There are 2 ETFs in the Bank Loan category with lower expense ratios, going as low as 0.40%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR S&P Leveraged Loan ETF | 0.40% | 44.48M | Nov 2025 | PCFI vs LVLN | |
| iShares Broad USD Floating Rate Loan ETF | 0.43% | — | Mar 2026 | PCFI vs USLN | |
| Regan Floating Rate MBS ETF | 0.49% | 154.00M | Feb 2024 | PCFI vs MBSF | |
| BlackRock Floating Rate Loan ETF | 0.55% | 53.61M | Oct 2022 | PCFI vs BRLN | |
| Virtus Seix Senior Loan ETF | 0.57% | 250.00M | Apr 2019 | PCFI vs SEIX |
Best Risk-Adjusted Alternatives to PCFI
PCFI has a PortfoliosLab risk / return rank of 10. There are 11 ETFs in the Bank Loan category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Seix Senior Loan ETF | 95 | 250.00M | Apr 2019 | PCFI vs SEIX | |
| PGIM Floating Rate Income ETF | 94 | 121.61M | May 2022 | PCFI vs PFRL | |
| Regan Floating Rate MBS ETF | 89 | 154.00M | Feb 2024 | PCFI vs MBSF | |
| Pacer Aristotle Pacific Floating Rate High Income ... | 88 | 652.88M | Feb 2015 | PCFI vs FLRT | |
| T. Rowe Price Floating Rate ETF | 83 | 670.05M | Nov 2022 | PCFI vs TFLR |
Top Performing PCFI Alternatives (YTD)
PCFI is at 1.10% YTD. There are 10 ETFs in the Bank Loan category with higher YTD returns, going as high as 2.96%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Seix Senior Loan ETF | 2.96% | 250.00M | Apr 2019 | PCFI vs SEIX | |
| PGIM Floating Rate Income ETF | 2.89% | 121.61M | May 2022 | PCFI vs PFRL | |
| TCW Senior Loan ETF | 2.46% | 222.10M | Jun 2013 | PCFI vs SLNZ | |
| Regan Floating Rate MBS ETF | 2.34% | 154.00M | Feb 2024 | PCFI vs MBSF | |
| Pacer Aristotle Pacific Floating Rate High Income ... | 2.24% | 652.88M | Feb 2015 | PCFI vs FLRT |
Lowest Volatility Alternatives to PCFI
PCFI has 5.87% 1-year volatility. There are 14 ETFs in the Bank Loan category with lower 1-year volatility, going as low as 1.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pacer Aristotle Pacific Floating Rate High Income ... | 1.48% | 652.88M | Feb 2015 | PCFI vs FLRT | |
| Virtus Seix Senior Loan ETF | 1.60% | 250.00M | Apr 2019 | PCFI vs SEIX | |
| Eaton Vance Floating-Rate ETF | 1.86% | 1.37B | Feb 2024 | PCFI vs EVLN | |
| PGIM Floating Rate Income ETF | 1.92% | 121.61M | May 2022 | PCFI vs PFRL | |
| T. Rowe Price Floating Rate ETF | 2.00% | 670.05M | Nov 2022 | PCFI vs TFLR |
Lowest Drawdown Alternatives to PCFI
PCFI has a 1-year max drawdown of -4.01%. There are 11 ETFs in the Bank Loan category with shallower 1-year drawdowns, going as shallow as -0.79%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Regan Floating Rate MBS ETF | -0.79% | 154.00M | Feb 2024 | PCFI vs MBSF | |
| Virtus Seix Senior Loan ETF | -1.13% | 250.00M | Apr 2019 | PCFI vs SEIX | |
| PGIM Floating Rate Income ETF | -1.25% | 121.61M | May 2022 | PCFI vs PFRL | |
| Eaton Vance Floating-Rate ETF | -1.77% | 1.37B | Feb 2024 | PCFI vs EVLN | |
| Pacer Aristotle Pacific Floating Rate High Income ... | -1.78% | 652.88M | Feb 2015 | PCFI vs FLRT |
Other ETFs from Polen
The 5 most viewed Polen ETFs shown here include PCLG, PCGG, PCEB and span 4 categories. AUM among these funds goes as high as $195M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Polen Focus Growth ETF | Large Cap Growth Equities | — | -15.17% | 113.07M | Sep 2025 | PCFI vs PCLG | |
| Polen Capital Global Growth ETF | Global Equities | 4 | -10.66% | 194.66M | Aug 2023 | PCFI vs PCGG | |
| Polen Euro High Yield Bond ETF | European High Yield Bonds | — | — | 9.82M | Jun 2026 | PCFI vs PCEB | |
| Polen 5Perspectives Small-Mid Growth ETF | Mid Cap Growth Equities | — | — | 2.07M | May 2026 | PCFI vs PCSG | |
| Polen 5Perspectives Large Growth ETF | Large Cap Growth Equities | — | — | 1.44M | May 2026 | PCFI vs PCLC |
Often Compared With PCFI
Investors most often compare PCFI with JHLN, SRLN, LONZ. These 6 comparison targets span 5 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| John Hancock Global Senior Loan ETF | Bank Loan | — | 1.07% | 639.94M | Aug 2025 | PCFI vs JHLN | |
| State Street Blackstone Senior Loan ETF | Bank Loan, High Yield Bonds | 50 | 1.11% | 5.31B | Apr 2013 | PCFI vs SRLN | |
| PIMCO Senior Loan Active Exchange-Traded Fund | Bank Loan | 77 | 2.22% | 574.01M | Jun 2022 | PCFI vs LONZ | |
| Invesco Senior Loan ETF | Bank Loan | 49 | 0.55% | 7.10B | Mar 2011 | PCFI vs BKLN | |
| Polen Capital International Growth ETF | Foreign Large Cap Equities | 4 | -7.63% | 26.47M | Mar 2024 | PCFI vs PCIG | |
| Polen Capital China Growth ETF | China Equities, Asia Pacific Equities | 8 | -6.29% | 1.65M | Mar 2024 | PCFI vs PCCE |
Compare PCFI with Any Fund or Stock
Compare PCFI with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PCFI with funds that move differently
Polen Floating Rate Income ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PCFI.
Explore PCFI Diversifiers