PCGG vs. MDIJX
Compare and contrast key facts about Polen Capital Global Growth ETF (PCGG) and MFS International Diversification Fund (MDIJX).
PCGG is an actively managed fund by Polen. It was launched on Aug 29, 2023. MDIJX is managed by MFS. It was launched on Sep 30, 2004.
Performance
PCGG vs. MDIJX - Performance Comparison
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PCGG vs. MDIJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
PCGG Polen Capital Global Growth ETF | -16.12% | 1.62% | 12.40% | 4.01% |
MDIJX MFS International Diversification Fund | -2.70% | 27.84% | 6.41% | 3.99% |
Returns By Period
In the year-to-date period, PCGG achieves a -16.12% return, which is significantly lower than MDIJX's -2.70% return.
PCGG
- 1D
- 2.93%
- 1M
- -7.21%
- YTD
- -16.12%
- 6M
- -18.32%
- 1Y
- -9.79%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MDIJX
- 1D
- 0.11%
- 1M
- -11.30%
- YTD
- -2.70%
- 6M
- 0.89%
- 1Y
- 17.54%
- 3Y*
- 12.07%
- 5Y*
- 5.82%
- 10Y*
- 8.91%
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PCGG vs. MDIJX - Expense Ratio Comparison
PCGG has a 0.85% expense ratio, which is higher than MDIJX's 0.82% expense ratio.
Return for Risk
PCGG vs. MDIJX — Risk / Return Rank
PCGG
MDIJX
PCGG vs. MDIJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen Capital Global Growth ETF (PCGG) and MFS International Diversification Fund (MDIJX). 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.
| PCGG | MDIJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.50 | 1.20 | -1.70 |
Sortino ratioReturn per unit of downside risk | -0.61 | 1.60 | -2.21 |
Omega ratioGain probability vs. loss probability | 0.92 | 1.24 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | -0.44 | 1.34 | -1.78 |
Martin ratioReturn relative to average drawdown | -1.37 | 5.33 | -6.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PCGG | MDIJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.50 | 1.20 | -1.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.42 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.61 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.01 | 0.44 | -0.45 |
Correlation
The correlation between PCGG and MDIJX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PCGG vs. MDIJX - Dividend Comparison
PCGG has not paid dividends to shareholders, while MDIJX's dividend yield for the trailing twelve months is around 5.31%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCGG Polen Capital Global Growth ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MDIJX MFS International Diversification Fund | 5.31% | 5.17% | 3.50% | 4.14% | 2.64% | 2.70% | 1.64% | 2.50% | 3.14% | 1.63% | 2.18% | 1.69% |
Drawdowns
PCGG vs. MDIJX - Drawdown Comparison
The maximum PCGG drawdown since its inception was -22.66%, smaller than the maximum MDIJX drawdown of -56.60%. Use the drawdown chart below to compare losses from any high point for PCGG and MDIJX.
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Drawdown Indicators
| PCGG | MDIJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.66% | -56.60% | +33.94% |
Max Drawdown (1Y)Largest decline over 1 year | -22.66% | -11.40% | -11.26% |
Max Drawdown (5Y)Largest decline over 5 years | — | -30.19% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.19% | — |
Current DrawdownCurrent decline from peak | -20.32% | -11.30% | -9.02% |
Average DrawdownAverage peak-to-trough decline | -4.35% | -9.14% | +4.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.21% | 2.87% | +4.34% |
Volatility
PCGG vs. MDIJX - Volatility Comparison
Polen Capital Global Growth ETF (PCGG) has a higher volatility of 6.31% compared to MFS International Diversification Fund (MDIJX) at 5.67%. This indicates that PCGG's price experiences larger fluctuations and is considered to be riskier than MDIJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCGG | MDIJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.31% | 5.67% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 11.66% | 9.05% | +2.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.79% | 13.79% | +6.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.64% | 14.04% | +2.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.64% | 14.62% | +2.02% |