PCLC vs. PCSG
PCLC (Polen 5Perspectives Large Growth ETF) and PCSG (Polen 5Perspectives Small-Mid Growth ETF) are both exchange-traded funds - PCLC is a Large Cap Growth Equities fund actively managed by Polen, while PCSG is a Mid Cap Growth Equities fund actively managed by Polen. Both are actively managed. Their correlation of 0.87 suggests significant overlap in exposure. PCLC charges 0.50%/yr vs 0.60%/yr for PCSG.
Performance
PCLC vs. PCSG - Performance Comparison
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Returns By Period
PCLC
- 1D
- -2.88%
- 1M
- -4.62%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
PCSG
- 1D
- -0.62%
- 1M
- -10.84%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $12.18K | $7.86K | $13.07K | |
| $3.95K | $14.31K | $29.15K |
PCLC vs. PCSG - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
PCLC Polen 5Perspectives Large Growth ETF | -3.26% |
PCSG Polen 5Perspectives Small-Mid Growth ETF | -6.75% |
Correlation
The correlation between PCLC and PCSG is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 18, 2026 | 0.87 |
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Return for Risk
PCLC vs. PCSG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen 5Perspectives Large Growth ETF (PCLC) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
PCLC vs. PCSG - Drawdown Comparison
The maximum PCLC drawdown since its inception was -9.62%, smaller than the maximum PCSG drawdown of -14.30%. Use the drawdown chart below to compare losses from any high point for PCLC and PCSG.
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Drawdown Indicators
| PCLC | PCSG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.62% | -14.30% | +4.68% |
Current DrawdownCurrent decline from peak | -9.62% | -13.11% | +3.49% |
Average DrawdownAverage peak-to-trough decline | -4.02% | -5.04% | +1.02% |
Volatility
PCLC vs. PCSG - Volatility Comparison
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Volatility by Period
| PCLC | PCSG | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 31.77% | 35.31% | -3.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.77% | 35.31% | -3.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.77% | 35.31% | -3.54% |
PCLC vs. PCSG - Expense Ratio Comparison
PCLC has a 0.50% expense ratio, which is lower than PCSG's 0.60% expense ratio.
Dividends
PCLC vs. PCSG - Dividend Comparison
Neither PCLC nor PCSG has paid dividends to shareholders.
Frequently Asked Questions
PCLC and PCSG have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PCLC is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PCLC is cheaper with a 0.50% expense ratio, compared with 0.60% for PCSG.
PCLC and PCSG have nearly identical dividend yields, around 0.00%.
PCLC is categorized as Large Cap Growth Equities, while PCSG is Mid Cap Growth Equities. Their fees differ too: 0.50% for PCLC and 0.60% for PCSG.
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