PCLC vs. PCSG

Last updated Jul 4, 2026

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 0.89 suggests significant overlap in exposure. PCLC charges 0.50%/yr vs 0.60%/yr for PCSG.

Performance

PCLC vs. PCSG - Performance Comparison

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

Returns By Period

PCLC

• 1D: -1.83%
• 1M: -4.00%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

PCSG

• 1D: -3.77%
• 1M: -5.56%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

PCLC vs. PCSG - Yearly Performance Comparison

	2026 (YTD)
PCLC Polen 5Perspectives Large Growth ETF	1.08%
PCSG Polen 5Perspectives Small-Mid Growth ETF	-0.46%

Correlation

The correlation between PCLC and PCSG is 0.89, 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	0.89

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.

Drawdowns

PCLC vs. PCSG - Drawdown Comparison

The maximum PCLC drawdown since its inception was -9.52%, which is greater than PCSG's maximum drawdown of -9.02%. Use the drawdown chart below to compare losses from any high point for PCLC and PCSG.

Drawdown Indicators

	PCLC	PCSG	Difference
Max Drawdown Largest peak-to-trough decline	-9.52%	-9.02%	-0.50%
Current Drawdown Current decline from peak	-5.56%	-7.24%	+1.68%
Average Drawdown Average peak-to-trough decline	-3.13%	-2.57%	-0.56%

Volatility

Volatility by Period

	PCLC	PCSG	Difference
Volatility (1Y) Calculated over the trailing 1-year period	32.27%	37.20%	-4.93%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	32.27%	37.20%	-4.93%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	32.27%	37.20%	-4.93%

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.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both PCLC and PCSG in my portfolio?

PCLC and PCSG have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, PCLC or PCSG?

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.

Which ETF is cheaper, PCLC or PCSG?

PCLC is cheaper with a 0.50% expense ratio, compared with 0.60% for PCSG.

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

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

What is the main difference between PCLC and PCSG?

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.