PCLG vs. PCSG

Last updated Jul 12, 2026

PCLG (Polen Focus Growth ETF) and PCSG (Polen 5Perspectives Small-Mid Growth ETF) are both exchange-traded funds - PCLG 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. At a 0.38 correlation, their price movements are largely independent. PCLG charges 0.49%/yr vs 0.60%/yr for PCSG.

Performance

PCLG vs. PCSG - Performance Comparison

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

Returns By Period

PCLG

• 1D: -0.05%
• 1M: 0.75%
• 6M: -11.53%
• YTD: -10.52%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

PCSG

• 1D: -1.40%
• 1M: -3.74%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

PCLG vs. PCSG - Yearly Performance Comparison

	2026 (YTD)
PCLG Polen Focus Growth ETF	-0.82%
PCSG Polen 5Perspectives Small-Mid Growth ETF	-1.44%

Correlation

The correlation between PCLG and PCSG is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 18, 2026	0.38

Return for Risk

PCLG vs. PCSG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Polen Focus Growth ETF (PCLG) 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

PCLG vs. PCSG - Drawdown Comparison

The maximum PCLG drawdown since its inception was -23.78%, which is greater than PCSG's maximum drawdown of -9.16%. Use the drawdown chart below to compare losses from any high point for PCLG and PCSG.

Drawdown Indicators

	PCLG	PCSG	Difference
Max Drawdown Largest peak-to-trough decline	-23.78%	-9.16%	-14.62%
Current Drawdown Current decline from peak	-14.45%	-8.15%	-6.30%
Average Drawdown Average peak-to-trough decline	-10.31%	-3.28%	-7.03%

Volatility

Volatility by Period

	PCLG	PCSG	Difference
Volatility (1Y) Calculated over the trailing 1-year period	17.81%	36.53%	-18.72%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.81%	36.53%	-18.72%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.81%	36.53%	-18.72%

PCLG vs. PCSG - Expense Ratio Comparison

PCLG has a 0.49% expense ratio, which is lower than PCSG's 0.60% expense ratio.

Dividends

PCLG vs. PCSG - Dividend Comparison

PCLG's dividend yield for the trailing twelve months is around 0.04%, while PCSG has not paid dividends to shareholders.

Position	TTM	2025
PCLG Polen Focus Growth ETF	0.04%	0.03%
PCSG Polen 5Perspectives Small-Mid Growth ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both PCLG and PCSG in my portfolio?

PCLG and PCSG have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, PCLG or PCSG?

On fees, PCLG is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, PCLG or PCSG?

PCLG is cheaper with a 0.49% expense ratio, compared with 0.60% for PCSG.

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

PCLG has the higher dividend yield at 0.04%, compared with 0.00% for PCSG.

What is the main difference between PCLG and PCSG?

PCLG is categorized as Large Cap Growth Equities, while PCSG is Mid Cap Growth Equities. Their fees differ too: 0.49% for PCLG and 0.60% for PCSG.