PCGG vs. PCSG

Last updated Aug 4, 2026

PCGG (Polen Capital Global Growth ETF) and PCSG (Polen 5Perspectives Small-Mid Growth ETF) are both exchange-traded funds - PCGG is a Global Equities fund actively managed by Polen, while PCSG is a Mid Cap Growth Equities fund actively managed by Polen. Both are actively managed. Their 0.48 correlation means their historical movements had little consistent relationship. PCGG charges 0.85%/yr vs 0.60%/yr for PCSG.

Performance

PCGG vs. PCSG - Performance Comparison

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

Returns By Period

PCGG

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

PCSG

• 1D: 2.50%
• 1M: -6.39%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
PCGG Polen Capital Global Growth ETF	$21.56K	$40.61K	$39.96K
PCSG Polen 5Perspectives Small-Mid Growth ETF	$6.50K	$4.74K	$26.00K

PCGG vs. PCSG - Yearly Performance Comparison

	2026 (YTD)
PCGG Polen Capital Global Growth ETF	3.81%
PCSG Polen 5Perspectives Small-Mid Growth ETF	-6.81%

Correlation

The correlation between PCGG and PCSG is 0.48, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 18, 2026	0.48

Return for Risk

PCGG vs. PCSG — Risk / Return Rank

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

PCGG

PCGG Risk / Return Rank: 7
PCGG Sharpe Ratio Rank: 7
PCGG Sortino Ratio Rank: 6
PCGG Omega Ratio Rank: 6
PCGG Calmar Ratio Rank: 8
PCGG Martin Ratio Rank: 7

PCSG

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. PCSG - Risk-Adjusted Trends Comparison

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

	PCGG	PCSG	Difference
Sharpe ratio: Return per unit of total volatility	-0.32	—	—
Sortino ratio: Return per unit of downside risk	-0.34	—	—
Omega ratio: Gain probability vs. loss probability	0.96	—	—
Calmar ratio: Return relative to maximum drawdown	-0.23	—	—
Martin ratio: Return relative to average drawdown	-0.50	—	—

Drawdowns

PCGG vs. PCSG - Drawdown Comparison

The maximum PCGG drawdown since its inception was -22.66%, which is greater than PCSG's maximum drawdown of -19.62%. Use the drawdown chart below to compare losses from any high point for PCGG and PCSG.

Drawdown Indicators

	PCGG	PCSG	Difference
Max Drawdown Largest peak-to-trough decline	-22.66%	-19.62%	-3.04%
Max Drawdown (1Y) Largest decline over 1 year	-22.66%	—	—
Current Drawdown Current decline from peak	-10.44%	-13.16%	+2.72%
Average Drawdown Average peak-to-trough decline	-5.40%	-6.46%	+1.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	10.57%	—	—

Volatility

Volatility by Period

	PCGG	PCSG	Difference
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%	36.46%	-20.16%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.75%	36.46%	-19.71%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.75%	36.46%	-19.71%

PCGG vs. PCSG - Expense Ratio Comparison

PCGG has a 0.85% expense ratio, which is higher than PCSG's 0.60% expense ratio.

Dividends

PCGG vs. PCSG - Dividend Comparison

Neither PCGG nor PCSG has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both PCGG and PCSG in my portfolio?

PCGG and PCSG have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, PCGG or PCSG?

On fees, PCSG is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, PCGG or PCSG?

PCSG is cheaper with a 0.60% expense ratio, compared with 0.85% for PCGG.

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

PCGG and PCSG have nearly identical dividend yields, around 0.00%.

What is the main difference between PCGG and PCSG?

PCGG is categorized as Global Equities, while PCSG is Mid Cap Growth Equities. Their fees differ too: 0.85% for PCGG and 0.60% for PCSG.