PCHI vs. PCSG
PCHI (Polen High Income ETF) and PCSG (Polen 5Perspectives Small-Mid Growth ETF) are both exchange-traded funds - PCHI is a High Yield Bonds fund actively managed by Polen, while PCSG is a Mid Cap Growth Equities fund actively managed by Polen. Both are actively managed. Their 0.39 correlation means their historical movements had little consistent relationship. PCHI charges 0.56%/yr vs 0.60%/yr for PCSG.
Performance
PCHI vs. PCSG - Performance Comparison
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Returns By Period
PCHI
- 1D
- 0.12%
- 1M
- -0.70%
- 6M
- -0.16%
- YTD
- 0.68%
- 1Y
- 3.16%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 4.34%
PCSG
- 1D
- 0.44%
- 1M
- -8.67%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $47.45K | $156.37K | $145.02K | |
| $6.29K | $4.65K | $26.46K |
PCHI vs. PCSG - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
PCHI Polen High Income ETF | -0.16% |
PCSG Polen 5Perspectives Small-Mid Growth ETF | -9.09% |
Correlation
The correlation between PCHI and PCSG is 0.39, 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 | 0.39 |
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Return for Risk
PCHI vs. PCSG — Risk / Return Rank
PCHI
PCSG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
PCHI vs. PCSG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen High Income ETF (PCHI) 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.
| PCHI | PCSG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.11 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.48 | — | — |
| Martin ratioReturn relative to average drawdown | 2.54 | — | — |
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Drawdowns
PCHI vs. PCSG - Drawdown Comparison
The maximum PCHI drawdown since its inception was -6.41%, smaller than the maximum PCSG drawdown of -19.62%. Use the drawdown chart below to compare losses from any high point for PCHI and PCSG.
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Drawdown Indicators
| PCHI | PCSG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.41% | -19.62% | +13.21% |
Max Drawdown (1Y)Largest decline over 1 year | -6.41% | — | — |
Current DrawdownCurrent decline from peak | -2.74% | -15.28% | +12.54% |
Average DrawdownAverage peak-to-trough decline | -0.89% | -6.34% | +5.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.22% | — | — |
Volatility
PCHI vs. PCSG - Volatility Comparison
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Volatility by Period
| PCHI | PCSG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.96% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 9.75% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.10% | 36.35% | -26.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.39% | 36.35% | -26.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.39% | 36.35% | -26.96% |
PCHI vs. PCSG - Expense Ratio Comparison
PCHI has a 0.56% expense ratio, which is lower than PCSG's 0.60% expense ratio.
Dividends
PCHI vs. PCSG - Dividend Comparison
PCHI's dividend yield for the trailing twelve months is around 7.95%, while PCSG has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
PCHI Polen High Income ETF | 7.95% | 5.62% |
PCSG Polen 5Perspectives Small-Mid Growth ETF | 0.00% | 0.00% |
Frequently Asked Questions
PCHI and PCSG have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PCHI is cheaper at 0.56% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PCHI is cheaper with a 0.56% expense ratio, compared with 0.60% for PCSG.
PCHI has the higher dividend yield at 7.95%, compared with 0.00% for PCSG.
PCHI is categorized as High Yield Bonds, while PCSG is Mid Cap Growth Equities. Their fees differ too: 0.56% for PCHI and 0.60% for PCSG.
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