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PCLG vs. TDVG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PCLG vs. TDVG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Polen Focus Growth ETF (PCLG) and T. Rowe Price Dividend Growth ETF (TDVG). The values are adjusted to include any dividend payments, if applicable.

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

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

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PCLG

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


TDVG
TDVG Risk / Return Rank: 5656
Overall Rank
TDVG Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
TDVG Sortino Ratio Rank: 5858
Sortino Ratio Rank
TDVG Omega Ratio Rank: 5454
Omega Ratio Rank
TDVG Calmar Ratio Rank: 5252
Calmar Ratio Rank
TDVG Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


PCLGTDVGDifference
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

PCLG vs. TDVG - Sharpe Ratio Comparison


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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


PCLGTDVGDifference

Max Drawdown

Largest 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 Drawdown

Current decline from peak

-17.23%

-0.82%

-16.41%

Average Drawdown

Average peak-to-trough decline

-9.95%

-3.73%

-6.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.76%

Volatility

PCLG vs. TDVG - Volatility Comparison


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Volatility by Period


PCLGTDVGDifference

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.


PositionTTM202520242023202220212020
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.

Portfolio Optimizer

Find the right allocation for PCLG and TDVG

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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