PCLG vs. SGRT

Last updated Apr 1, 2026

Compare and contrast key facts about Polen Focus Growth ETF (PCLG) and SMART Earnings Growth 30 ETF (SGRT).

PCLG and SGRT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PCLG is an actively managed fund by Polen. It was launched on Sep 29, 2025.

Performance

PCLG vs. SGRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Polen Focus Growth ETF (PCLG) and SMART Earnings Growth 30 ETF (SGRT). The values are adjusted to include any dividend payments, if applicable.

PCLG vs. SGRT - Yearly Performance Comparison

	2026 (YTD)	2025
PCLG Polen Focus Growth ETF	-17.33%	-1.09%
SGRT SMART Earnings Growth 30 ETF	6.68%	6.36%

Returns By Period

In the year-to-date period, PCLG achieves a -17.33% return, which is significantly lower than SGRT's 6.68% return.

PCLG

• 1D: 2.82%
• 1M: -5.61%
• YTD: -17.33%
• 6M: -18.23%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SGRT

• 1D: 4.18%
• 1M: -8.35%
• YTD: 6.68%
• 6M: 13.46%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

PCLG vs. SGRT - Expense Ratio Comparison

PCLG has a 0.49% expense ratio, which is lower than SGRT's 0.59% expense ratio.

SGRT

SMART Earnings Growth 30 ETF

PCLG

Polen Focus Growth ETF

Return for Risk

PCLG vs. SGRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Polen Focus Growth ETF (PCLG) and SMART Earnings Growth 30 ETF (SGRT). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	PCLG	SGRT	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	-1.93	1.89	-3.81

Correlation

The correlation between PCLG and SGRT is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

PCLG vs. SGRT - Dividend Comparison

PCLG's dividend yield for the trailing twelve months is around 0.04%, less than SGRT's 0.15% yield.

	TTM	2025
PCLG Polen Focus Growth ETF	0.04%	0.03%
SGRT SMART Earnings Growth 30 ETF	0.15%	0.16%

Drawdowns

PCLG vs. SGRT - Drawdown Comparison

The maximum PCLG drawdown since its inception was -23.78%, which is greater than SGRT's maximum drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for PCLG and SGRT.

Drawdown Indicators

	PCLG	SGRT	Difference
Max Drawdown Largest peak-to-trough decline	-23.78%	-17.87%	-5.91%
Current Drawdown Current decline from peak	-20.96%	-9.53%	-11.43%
Average Drawdown Average peak-to-trough decline	-8.08%	-3.50%	-4.58%

Volatility

Volatility by Period

	PCLG	SGRT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	17.38%	32.55%	-15.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.38%	32.55%	-15.17%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.38%	32.55%	-15.17%