PCLC vs. ILCG
PCLC (Polen 5Perspectives Large Growth ETF) and ILCG (iShares Morningstar Growth ETF) are both Large Cap Growth Equities funds. PCLC is actively managed, while ILCG is passively managed. With a 0.97 correlation, they move nearly in lockstep. PCLC charges 0.50%/yr vs 0.04%/yr for ILCG.
Performance
PCLC vs. ILCG - Performance Comparison
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Returns By Period
PCLC
- 1D
- -1.26%
- 1M
- -4.70%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ILCG
- 1D
- -1.28%
- 1M
- -2.03%
- 6M
- 7.44%
- YTD
- 8.39%
- 1Y
- 14.48%
- 3Y*
- 21.04%
- 5Y*
- 12.12%
- 10Y*
- 17.28%
PCLC vs. ILCG - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
PCLC Polen 5Perspectives Large Growth ETF | -2.07% |
ILCG iShares Morningstar Growth ETF | -2.25% |
Correlation
The correlation between PCLC and ILCG is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 18, 2026 | 0.97 |
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Return for Risk
PCLC vs. ILCG — Risk / Return Rank
PCLC
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ILCG
PCLC vs. ILCG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen 5Perspectives Large Growth ETF (PCLC) and iShares Morningstar Growth ETF (ILCG). 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 | ILCG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.15 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.93 | — |
| Martin ratioReturn relative to average drawdown | — | 3.09 | — |
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Drawdowns
PCLC vs. ILCG - Drawdown Comparison
The maximum PCLC drawdown since its inception was -9.52%, smaller than the maximum ILCG drawdown of -52.98%. Use the drawdown chart below to compare losses from any high point for PCLC and ILCG.
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Drawdown Indicators
| PCLC | ILCG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.52% | -52.98% | +43.46% |
Max Drawdown (1Y)Largest decline over 1 year | — | -15.65% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -23.10% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.38% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.38% | — |
Current DrawdownCurrent decline from peak | -8.51% | -6.29% | -2.22% |
Average DrawdownAverage peak-to-trough decline | -3.65% | -8.20% | +4.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.70% | — |
Volatility
PCLC vs. ILCG - Volatility Comparison
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Volatility by Period
| PCLC | ILCG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 6.60% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 15.23% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 31.91% | 18.24% | +13.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.91% | 22.32% | +9.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.91% | 21.65% | +10.26% |
PCLC vs. ILCG - Expense Ratio Comparison
PCLC has a 0.50% expense ratio, which is higher than ILCG's 0.04% expense ratio.
Dividends
PCLC vs. ILCG - Dividend Comparison
PCLC has not paid dividends to shareholders, while ILCG's dividend yield for the trailing twelve months is around 0.42%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ILCG iShares Morningstar Growth ETF | 0.42% | 0.47% | 0.50% | 0.69% | 0.75% | 0.34% | 0.28% | 0.54% | 0.81% | 0.89% | 0.95% | 0.99% |
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
With a correlation of 0.97, PCLC and ILCG 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, ILCG is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ILCG is cheaper with a 0.04% expense ratio, compared with 0.50% for PCLC.
ILCG has the higher dividend yield at 0.42%, compared with 0.00% for PCLC.
They also come from different issuers: Polen and iShares. Their fees differ too: 0.50% for PCLC and 0.04% for ILCG.
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