BGRO vs. POLIX
BGRO (BlackRock Large Cap Growth ETF) and POLIX (Polen Growth Fund) are both Large Cap Growth Equities funds. Over the past year, BGRO returned 16.68% vs -8.16% for POLIX. A 0.72 correlation means they provide meaningful diversification when combined. BGRO charges 0.55%/yr vs 0.96%/yr for POLIX.
Performance
BGRO vs. POLIX - Performance Comparison
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Returns By Period
In the year-to-date period, BGRO achieves a 11.37% return, which is significantly higher than POLIX's -10.15% return.
BGRO
- 1D
- -0.02%
- 1M
- 2.54%
- 6M
- 9.38%
- YTD
- 11.37%
- 1Y
- 16.68%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
POLIX
- 1D
- 1.10%
- 1M
- 0.85%
- 6M
- -11.20%
- YTD
- -10.15%
- 1Y
- -8.16%
- 3Y*
- 8.38%
- 5Y*
- 0.50%
- 10Y*
- 11.82%
BGRO vs. POLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BGRO BlackRock Large Cap Growth ETF | 11.37% | 12.37% | 11.06% |
POLIX Polen Growth Fund | -10.15% | 3.87% | 18.54% |
Correlation
The correlation between BGRO and POLIX is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jun 5, 2024 | 0.72 |
The correlation between BGRO and POLIX has been stable across timeframes, ranging from 0.72 to 0.79 - a consistent structural relationship.
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Return for Risk
BGRO vs. POLIX — Risk / Return Rank
BGRO
POLIX
BGRO vs. POLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Large Cap Growth ETF (BGRO) and Polen Growth Fund (POLIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BGRO | POLIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.42 | ||
| Sortino ratioReturn per unit of downside risk | +1.91 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 0.92 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.92 | -0.41 | +1.34 |
| Martin ratioReturn relative to average drawdown | 2.94 | -0.92 | +3.86 |
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Drawdowns
BGRO vs. POLIX - Drawdown Comparison
The maximum BGRO drawdown since its inception was -24.94%, smaller than the maximum POLIX drawdown of -42.84%. Use the drawdown chart below to compare losses from any high point for BGRO and POLIX.
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Drawdown Indicators
| BGRO | POLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.94% | -42.84% | +17.90% |
Max Drawdown (1Y)Largest decline over 1 year | -17.64% | -23.94% | +6.30% |
Max Drawdown (3Y)Largest decline over 3 years | — | -23.94% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -42.84% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.84% | — |
Current DrawdownCurrent decline from peak | -4.07% | -14.04% | +9.97% |
Average DrawdownAverage peak-to-trough decline | -4.77% | -7.13% | +2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.53% | 10.62% | -5.09% |
Volatility
BGRO vs. POLIX - Volatility Comparison
BlackRock Large Cap Growth ETF (BGRO) has a higher volatility of 6.57% compared to Polen Growth Fund (POLIX) at 5.12%. This indicates that BGRO's price experiences larger fluctuations and is considered to be riskier than POLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGRO | POLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.57% | 5.12% | +1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 15.50% | 14.06% | +1.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.26% | 17.41% | +1.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.59% | 23.07% | +0.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.59% | 21.89% | +1.70% |
BGRO vs. POLIX - Expense Ratio Comparison
BGRO has a 0.55% expense ratio, which is lower than POLIX's 0.96% expense ratio.
Dividends
BGRO vs. POLIX - Dividend Comparison
BGRO's dividend yield for the trailing twelve months is around 0.03%, less than POLIX's 40.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGRO BlackRock Large Cap Growth ETF | 0.03% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
POLIX Polen Growth Fund | 40.46% | 36.35% | 10.47% | 0.00% | 10.54% | 3.97% | 1.25% | 0.12% | 2.77% | 1.66% | 0.01% | 4.29% |
Frequently Asked Questions
BGRO and POLIX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BGRO has higher volatility (6.57%) compared to POLIX (5.12%). In terms of maximum drawdown, BGRO dropped -24.94% vs POLIX's -42.84%.
BGRO currently has the higher Sharpe Ratio (0.85 vs -0.57), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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