PCFI vs. PCSG

Last updated Jul 4, 2026

PCFI (Polen Floating Rate Income ETF) and PCSG (Polen 5Perspectives Small-Mid Growth ETF) are both exchange-traded funds - PCFI is a Bank Loan fund actively managed by Polen, while PCSG is a Mid Cap Growth Equities fund actively managed by Polen. Both are actively managed. At a 0.06 correlation, their price movements are largely independent. PCFI charges 0.49%/yr vs 0.60%/yr for PCSG.

Performance

PCFI vs. PCSG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Polen Floating Rate Income ETF (PCFI) and Polen 5Perspectives Small-Mid Growth ETF (PCSG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

PCFI

• 1D: 0.07%
• 1M: 1.43%
• 6M: 0.97%
• YTD: 0.97%
• 1Y: 0.05%
• 3Y*: —
• 5Y*: —
• 10Y*: —

PCSG

• 1D: -3.77%
• 1M: -5.56%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

PCFI vs. PCSG - Yearly Performance Comparison

	2026 (YTD)
PCFI Polen Floating Rate Income ETF	-0.11%
PCSG Polen 5Perspectives Small-Mid Growth ETF	-0.46%

Correlation

The correlation between PCFI and PCSG is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 18, 2026	0.06

Return for Risk

PCFI vs. PCSG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PCFI

PCFI Risk / Return Rank: 9
PCFI Sharpe Ratio Rank: 10
PCFI Sortino Ratio Rank: 9
PCFI Omega Ratio Rank: 9
PCFI Calmar Ratio Rank: 10
PCFI Martin Ratio Rank: 10

PCSG

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PCFI vs. PCSG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Polen Floating Rate Income ETF (PCFI) and Polen 5Perspectives Small-Mid Growth ETF (PCSG). 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.

	PCFI	PCSG	Difference
Sharpe ratio: Return per unit of total volatility	0.05	—	—
Sortino ratio: Return per unit of downside risk	0.10	—	—
Omega ratio: Gain probability vs. loss probability	1.01	—	—
Calmar ratio: Return relative to maximum drawdown	0.07	—	—
Martin ratio: Return relative to average drawdown	0.13	—	—

Drawdowns

PCFI vs. PCSG - Drawdown Comparison

The maximum PCFI drawdown since its inception was -4.01%, smaller than the maximum PCSG drawdown of -9.02%. Use the drawdown chart below to compare losses from any high point for PCFI and PCSG.

Drawdown Indicators

	PCFI	PCSG	Difference
Max Drawdown Largest peak-to-trough decline	-4.01%	-9.02%	+5.01%
Max Drawdown (1Y) Largest decline over 1 year	-4.01%	—	—
Current Drawdown Current decline from peak	-1.53%	-7.24%	+5.71%
Average Drawdown Average peak-to-trough decline	-1.78%	-2.57%	+0.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.25%	—	—

Volatility

Volatility by Period

	PCFI	PCSG	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.35%	—	—
Volatility (6M) Calculated over the trailing 6-month period	4.38%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	5.93%	37.20%	-31.27%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	7.17%	37.20%	-30.03%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	7.17%	37.20%	-30.03%

PCFI vs. PCSG - Expense Ratio Comparison

PCFI has a 0.49% expense ratio, which is lower than PCSG's 0.60% expense ratio.

Dividends

PCFI vs. PCSG - Dividend Comparison

PCFI's dividend yield for the trailing twelve months is around 9.59%, while PCSG has not paid dividends to shareholders.

Position	TTM	2025
PCFI Polen Floating Rate Income ETF	9.59%	7.83%
PCSG Polen 5Perspectives Small-Mid Growth ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both PCFI and PCSG in my portfolio?

PCFI and PCSG have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, PCFI or PCSG?

On fees, PCFI is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, PCFI or PCSG?

PCFI is cheaper with a 0.49% expense ratio, compared with 0.60% for PCSG.

Which ETF pays a higher dividend yield, PCFI or PCSG?

PCFI has the higher dividend yield at 9.59%, compared with 0.00% for PCSG.

What is the main difference between PCFI and PCSG?

PCFI is categorized as Bank Loan, while PCSG is Mid Cap Growth Equities. Their fees differ too: 0.49% for PCFI and 0.60% for PCSG.