PCLC vs. DGRO
PCLC (Polen 5Perspectives Large Growth ETF) and DGRO (iShares Core Dividend Growth ETF) are both Large Cap Growth Equities funds. PCLC is actively managed, while DGRO is passively managed. At a 0.09 correlation, their price movements are largely independent. PCLC charges 0.50%/yr vs 0.08%/yr for DGRO.
Performance
PCLC vs. DGRO - Performance Comparison
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Returns By Period
PCLC
- 1D
- -1.83%
- 1M
- -4.00%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DGRO
- 1D
- 1.52%
- 1M
- 3.26%
- 6M
- 11.69%
- YTD
- 12.30%
- 1Y
- 20.96%
- 3Y*
- 17.04%
- 5Y*
- 11.17%
- 10Y*
- 13.57%
PCLC vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
PCLC Polen 5Perspectives Large Growth ETF | 1.08% |
DGRO iShares Core Dividend Growth ETF | 5.78% |
Correlation
The correlation between PCLC and DGRO is 0.09, 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 | 0.09 |
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Return for Risk
PCLC vs. DGRO — Risk / Return Rank
PCLC
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
DGRO
PCLC vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen 5Perspectives Large Growth ETF (PCLC) and iShares Core Dividend Growth ETF (DGRO). 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.
| PCLC | DGRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.41 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.34 | — |
| Martin ratioReturn relative to average drawdown | — | 12.90 | — |
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Drawdowns
PCLC vs. DGRO - Drawdown Comparison
The maximum PCLC drawdown since its inception was -9.52%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for PCLC and DGRO.
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Drawdown Indicators
| PCLC | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.52% | -35.10% | +25.58% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.47% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.03% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.31% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.10% | — |
Current DrawdownCurrent decline from peak | -5.56% | 0.00% | -5.56% |
Average DrawdownAverage peak-to-trough decline | -3.13% | -3.42% | +0.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.67% | — |
Volatility
PCLC vs. DGRO - Volatility Comparison
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Volatility by Period
| PCLC | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.78% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.07% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 32.27% | 9.50% | +22.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.27% | 13.81% | +18.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.27% | 16.57% | +15.70% |
PCLC vs. DGRO - Expense Ratio Comparison
PCLC has a 0.50% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Dividends
PCLC vs. DGRO - Dividend Comparison
PCLC has not paid dividends to shareholders, while DGRO's dividend yield for the trailing twelve months is around 1.91%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO iShares Core Dividend Growth ETF | 1.91% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
PCLC Polen 5Perspectives Large 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% |
Frequently Asked Questions
PCLC and DGRO have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DGRO is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DGRO is cheaper with a 0.08% expense ratio, compared with 0.50% for PCLC.
DGRO has the higher dividend yield at 1.91%, compared with 0.00% for PCLC.
They also come from different issuers: Polen and iShares. Their fees differ too: 0.50% for PCLC and 0.08% for DGRO.
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