PCLG vs. TDVG
PCLG (Polen Focus Growth ETF) and TDVG (T. Rowe Price Dividend Growth ETF) are both Large Cap Growth Equities funds. Both are actively managed. A 0.55 correlation means they provide meaningful diversification when combined. PCLG charges 0.49%/yr vs 0.50%/yr for TDVG.
Performance
PCLG vs. TDVG - Performance Comparison
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Returns By Period
In the year-to-date period, PCLG achieves a -13.43% return, which is significantly lower than TDVG's 8.04% return.
PCLG
- 1D
- -1.11%
- 1M
- -5.24%
- YTD
- -13.43%
- 6M
- -13.98%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TDVG
- 1D
- -0.55%
- 1M
- 1.22%
- YTD
- 8.04%
- 6M
- 7.41%
- 1Y
- 17.57%
- 3Y*
- 15.55%
- 5Y*
- 10.19%
- 10Y*
- —
PCLG vs. TDVG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
PCLG Polen Focus Growth ETF | -13.43% | -0.45% |
TDVG T. Rowe Price Dividend Growth ETF | 8.04% | 3.04% |
Correlation
The correlation between PCLG and TDVG is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025 | 0.55 |
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Return for Risk
PCLG vs. TDVG — Risk / Return Rank
PCLG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
TDVG
PCLG vs. TDVG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen Focus Growth ETF (PCLG) and T. Rowe Price Dividend Growth ETF (TDVG). 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.
| PCLG | TDVG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.32 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.44 | — |
| Martin ratioReturn relative to average drawdown | — | 10.01 | — |
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Drawdowns
PCLG vs. TDVG - Drawdown Comparison
The maximum PCLG drawdown since its inception was -23.78%, which is greater than TDVG's maximum drawdown of -19.20%. Use the drawdown chart below to compare losses from any high point for PCLG and TDVG.
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Drawdown Indicators
| PCLG | TDVG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.78% | -19.20% | -4.58% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.24% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.02% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.20% | — |
Current DrawdownCurrent decline from peak | -17.23% | -0.82% | -16.41% |
Average DrawdownAverage peak-to-trough decline | -9.95% | -3.73% | -6.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.76% | — |
Volatility
PCLG vs. TDVG - Volatility Comparison
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Volatility by Period
| PCLG | TDVG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.78% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.61% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.09% | 9.79% | +8.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.09% | 13.92% | +4.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.09% | 13.90% | +4.19% |
PCLG vs. TDVG - Expense Ratio Comparison
PCLG has a 0.49% expense ratio, which is lower than TDVG's 0.50% expense ratio.
Dividends
PCLG vs. TDVG - Dividend Comparison
PCLG's dividend yield for the trailing twelve months is around 0.04%, less than TDVG's 0.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
PCLG Polen Focus Growth ETF | 0.04% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TDVG T. Rowe Price Dividend Growth ETF | 0.98% | 1.00% | 1.06% | 1.31% | 1.15% | 0.80% | 0.40% |
Frequently Asked Questions
PCLG and TDVG have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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.
PCLG is cheaper with a 0.49% expense ratio, compared with 0.50% for TDVG.
TDVG has the higher dividend yield at 0.98%, compared with 0.04% for PCLG.
They also come from different issuers: Polen and T. Rowe Price. Their fees differ too: 0.49% for PCLG and 0.50% for TDVG.
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