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PCGG vs. PCLG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PCGG vs. PCLG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Polen Capital Global Growth ETF (PCGG) and Polen Focus Growth ETF (PCLG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PCGG achieves a -5.73% return, which is significantly higher than PCLG's -8.60% return.


PCGG

1D
1.66%
1M
2.39%
6M
-2.39%
YTD
-5.73%
1Y
-5.25%
3Y*
5Y*
10Y*
ALL TIME*
4.00%

PCLG

1D
2.10%
1M
3.38%
6M
-3.17%
YTD
-8.60%
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$21.56K$40.61K$39.96K
$232.64K$284.12K$564.55K

PCGG vs. PCLG - Yearly Performance Comparison


2026 (YTD)2025
PCGG
Polen Capital Global Growth ETF
-5.73%-2.53%
PCLG
Polen Focus Growth ETF
-8.60%-0.45%

Correlation

The correlation between PCGG and PCLG is 0.91, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (All Time)
Calculated using the full available price history since Sep 30, 2025

0.91

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Return for Risk

PCGG vs. PCLG — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PCGG
PCGG Risk / Return Rank: 77
Overall Rank
PCGG Sharpe Ratio Rank: 77
Sharpe Ratio Rank
PCGG Sortino Ratio Rank: 66
Sortino Ratio Rank
PCGG Omega Ratio Rank: 66
Omega Ratio Rank
PCGG Calmar Ratio Rank: 88
Calmar Ratio Rank
PCGG Martin Ratio Rank: 77
Martin Ratio Rank

PCLG

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

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PCGG vs. PCLG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Polen Capital Global Growth ETF (PCGG) and Polen Focus Growth ETF (PCLG). 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.


PCGGPCLGDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

0.96

Calmar ratioReturn relative to maximum drawdown

-0.23

Martin ratioReturn relative to average drawdown

-0.50

PCGG vs. PCLG - Sharpe Ratio Comparison


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Drawdowns

PCGG vs. PCLG - Drawdown Comparison

The maximum PCGG drawdown since its inception was -22.66%, roughly equal to the maximum PCLG drawdown of -23.78%. Use the drawdown chart below to compare losses from any high point for PCGG and PCLG.


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Drawdown Indicators


PCGGPCLGDifference

Max Drawdown

Largest peak-to-trough decline

-22.66%

-23.78%

+1.12%

Max Drawdown (1Y)

Largest decline over 1 year

-22.66%

Current Drawdown

Current decline from peak

-10.44%

-12.61%

+2.17%

Average Drawdown

Average peak-to-trough decline

-5.40%

-10.74%

+5.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.57%

Volatility

PCGG vs. PCLG - Volatility Comparison


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Volatility by Period


PCGGPCLGDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.62%

Volatility (6M)

Calculated over the trailing 6-month period

13.45%

Volatility (1Y)

Calculated over the trailing 1-year period

16.30%

18.04%

-1.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.75%

18.04%

-1.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.75%

18.04%

-1.29%

PCGG vs. PCLG - Expense Ratio Comparison

PCGG has a 0.85% expense ratio, which is higher than PCLG's 0.49% expense ratio.


Dividends

PCGG vs. PCLG - Dividend Comparison

PCGG has not paid dividends to shareholders, while PCLG's dividend yield for the trailing twelve months is around 0.04%.


PositionTTM2025
PCGG
Polen Capital Global Growth ETF
0.00%0.00%
PCLG
Polen Focus Growth ETF
0.04%0.03%

Frequently Asked Questions


With a correlation of 0.91, PCGG and PCLG move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

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

PCLG is cheaper with a 0.49% expense ratio, compared with 0.85% for PCGG.

PCLG has the higher dividend yield at 0.04%, compared with 0.00% for PCGG.

PCGG is categorized as Global Equities, while PCLG is Large Cap Growth Equities. Their fees differ too: 0.85% for PCGG and 0.49% for PCLG.

Portfolio Optimizer

Find the right allocation for PCGG and PCLG

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