Polen 5Perspectives Small-Mid Growth ETF (PCSG) belongs to the Mid Cap Growth Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with PCSG. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PCSG
PCSG charges 0.60% annually. There are 24 ETFs in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| BNY Mellon US Mid Cap Core Equity ETF | 0.04% | 652.49M | Apr 2020 | PCSG vs BKMC | |
| Vanguard Mid-Cap Growth ETF | 0.05% | 34.80B | Aug 2006 | PCSG vs VOT | |
| iShares Morningstar Mid-Cap Growth ETF | 0.06% | 3.92B | Jun 2004 | PCSG vs IMCG | |
| Vanguard S&P Mid-Cap 400 Growth ETF | 0.10% | 1.90B | Sep 2010 | PCSG vs IVOG | |
| SPDR S&P 400 Mid Cap Growth ETF | 0.15% | 2.81B | Nov 2005 | PCSG vs MDYG |
Best Risk-Adjusted Alternatives to PCSG
Among 35 ETFs in the Mid Cap Growth Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Galaxy Transformative Tech Accelerators ETF | 92 | 16.06M | Sep 2024 | PCSG vs TEKX | |
| Invesco NASDAQ Next Gen 100 ETF | 70 | 1.12B | Oct 2020 | PCSG vs QQQJ | |
| Inspire Faithward Mid Cap Momentum ESG ETF | 55 | 166.67M | Dec 2020 | PCSG vs GLRY | |
| Pinnacle Focused Opportunities ETF | 53 | 86.33M | Dec 2022 | PCSG vs FCUS | |
| Pacer Lunt MidCap Multi-Factor Alternator ETF | 53 | 53.99M | Jun 2020 | PCSG vs PAMC |
Top Performing PCSG Alternatives (YTD)
Among 38 ETFs in the Mid Cap Growth Equities category with YTD return data, the top-performing alternatives shown here go as high as 74.38%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Galaxy Transformative Tech Accelerators ETF | 74.38% | 16.06M | Sep 2024 | PCSG vs TEKX | |
| Innovator IBD Breakout Opportunities ETF | 27.10% | 15.73M | Sep 2018 | PCSG vs BOUT | |
| Pinnacle Focused Opportunities ETF | 23.96% | 86.33M | Dec 2022 | PCSG vs FCUS | |
| Invesco Dorsey Wright Momentum ETF | 20.75% | 1.47B | Mar 2007 | PCSG vs PDP | |
| iShares Morningstar Mid-Cap Growth ETF | 19.78% | 3.92B | Jun 2004 | PCSG vs IMCG |
Lowest Volatility Alternatives to PCSG
PCSG has 35.31% 1-year volatility. There are 39 ETFs in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 0.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| VictoryShares Nasdaq Next 50 ETF | 0.00% | 30.47M | Sep 2020 | PCSG vs QQQN | |
| Timothy Plan Fund Timothy Plan US Large/Mid Cap Co... | 11.54% | 303.80M | Apr 2019 | PCSG vs TPLC | |
| John Hancock Multifactor Mid Cap ETF | 14.31% | 5.88B | Sep 2015 | PCSG vs JHMM | |
| Virtus KAR Mid-Cap ETF | 14.88% | 47.34M | Oct 2024 | PCSG vs KMID | |
| WisdomTree U.S. MidCap Quality Growth Fund | 14.96% | 2.19M | Jan 2024 | PCSG vs QMID |
Lowest Drawdown Alternatives to PCSG
Among 35 ETFs in the Mid Cap Growth Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -7.58%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Timothy Plan Fund Timothy Plan US Large/Mid Cap Co... | -7.58% | 303.80M | Apr 2019 | PCSG vs TPLC | |
| John Hancock Multifactor Mid Cap ETF | -8.64% | 5.88B | Sep 2015 | PCSG vs JHMM | |
| Vanguard S&P Mid-Cap 400 Growth ETF | -9.69% | 1.90B | Sep 2010 | PCSG vs IVOG | |
| BNY Mellon US Mid Cap Core Equity ETF | -9.82% | 652.49M | Apr 2020 | PCSG vs BKMC | |
| SPDR S&P 400 Mid Cap Growth ETF | -9.91% | 2.81B | Nov 2005 | PCSG vs MDYG |
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 | PCSG vs PCLG | |
| Polen Capital Global Growth ETF | Global Equities | 4 | -10.66% | 194.66M | Aug 2023 | PCSG vs PCGG | |
| Polen Euro High Yield Bond ETF | European High Yield Bonds | — | — | 9.82M | Jun 2026 | PCSG vs PCEB | |
| Polen 5Perspectives Large Growth ETF | Large Cap Growth Equities | — | — | 1.44M | May 2026 | PCSG vs PCLC | |
| Polen Floating Rate Income ETF | Bank Loan | 10 | 1.10% | 10.22M | Jun 2022 | PCSG vs PCFI |
Often Compared With PCSG
Investors most often compare PCSG with PCIG, PCCE, IPO. These 8 comparison targets span 6 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Polen Capital International Growth ETF | Foreign Large Cap Equities | 4 | -7.63% | 26.47M | Mar 2024 | PCSG vs PCIG | |
| Polen Capital China Growth ETF | China Equities, Asia Pacific Equities | 8 | -6.29% | 1.65M | Mar 2024 | PCSG vs PCCE | |
| Renaissance IPO ETF | Mid Cap Growth Equities | 21 | 16.36% | 159.56M | Oct 2013 | PCSG vs IPO | |
| First Trust Multi Cap Growth AlphaDEX Fund | Mid Cap Growth Equities | 51 | 14.84% | 563.28M | May 2007 | PCSG vs FAD | |
| Invesco S&P MidCap Momentum ETF | Momentum, Mid Cap Growth Equities | 53 | 17.67% | 7.22B | Mar 2005 | PCSG vs XMMO | |
| iShares Russell Midcap ETF | Mid Cap Blend Equities | 48 | 13.67% | 56.77B | Jul 2001 | PCSG vs IWR | |
| Janus Henderson Small/Mid Cap Growth Alpha ETF | Mid Cap Growth Equities | 36 | 17.57% | 1.07B | Feb 2016 | PCSG vs JSMD | |
| iShares S&P MidCap 400 Growth ETF | Mid Cap Growth Equities | 51 | 17.17% | 10.77B | Jul 2000 | PCSG vs IJK |
Compare PCSG with Any Fund or Stock
Compare PCSG with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PCSG with funds that move differently
Polen 5Perspectives Small-Mid Growth ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PCSG.
Explore PCSG Diversifiers