PCSG vs. BKMC
PCSG (Polen 5Perspectives Small-Mid Growth ETF) and BKMC (BNY Mellon US Mid Cap Core Equity ETF) are both Mid Cap Growth Equities funds. PCSG is actively managed, while BKMC is passively managed. A 0.79 correlation means they provide meaningful diversification when combined. PCSG charges 0.60%/yr vs 0.04%/yr for BKMC.
Performance
PCSG vs. BKMC - Performance Comparison
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Returns By Period
PCSG
- 1D
- -0.62%
- 1M
- -10.84%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
BKMC
- 1D
- -0.70%
- 1M
- -0.43%
- 6M
- 2.68%
- YTD
- 10.86%
- 1Y
- 14.61%
- 3Y*
- 12.94%
- 5Y*
- 7.63%
- 10Y*
- —
- ALL TIME*
- 15.32%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $563.16K | $773.21K | $935.26K | |
| $3.95K | $14.31K | $29.15K |
PCSG vs. BKMC - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
PCSG Polen 5Perspectives Small-Mid Growth ETF | -6.75% |
BKMC BNY Mellon US Mid Cap Core Equity ETF | 3.54% |
Correlation
The correlation between PCSG and BKMC is 0.79, 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 May 18, 2026 | 0.79 |
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Return for Risk
PCSG vs. BKMC — Risk / Return Rank
PCSG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BKMC
PCSG vs. BKMC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen 5Perspectives Small-Mid Growth ETF (PCSG) and BNY Mellon US Mid Cap Core Equity ETF (BKMC). 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.
| PCSG | BKMC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.17 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.49 | — |
| Martin ratioReturn relative to average drawdown | — | 5.63 | — |
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Drawdowns
PCSG vs. BKMC - Drawdown Comparison
The maximum PCSG drawdown since its inception was -14.30%, smaller than the maximum BKMC drawdown of -25.02%. Use the drawdown chart below to compare losses from any high point for PCSG and BKMC.
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Drawdown Indicators
| PCSG | BKMC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.30% | -25.02% | +10.72% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.82% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -23.68% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.02% | — |
Current DrawdownCurrent decline from peak | -13.11% | -2.98% | -10.13% |
Average DrawdownAverage peak-to-trough decline | -5.04% | -6.43% | +1.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.61% | — |
Volatility
PCSG vs. BKMC - Volatility Comparison
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Volatility by Period
| PCSG | BKMC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.95% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 11.03% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 35.31% | 15.29% | +20.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.31% | 18.79% | +16.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.31% | 19.06% | +16.25% |
PCSG vs. BKMC - Expense Ratio Comparison
PCSG has a 0.60% expense ratio, which is higher than BKMC's 0.04% expense ratio.
Dividends
PCSG vs. BKMC - Dividend Comparison
PCSG has not paid dividends to shareholders, while BKMC's dividend yield for the trailing twelve months is around 1.43%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
BKMC BNY Mellon US Mid Cap Core Equity ETF | 1.43% | 1.35% | 1.54% | 1.38% | 1.63% | 1.15% | 0.86% |
PCSG Polen 5Perspectives Small-Mid Growth ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
PCSG and BKMC have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BKMC is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BKMC is cheaper with a 0.04% expense ratio, compared with 0.60% for PCSG.
BKMC has the higher dividend yield at 1.43%, compared with 0.00% for PCSG.
They also come from different issuers: Polen and BNY Mellon. Their fees differ too: 0.60% for PCSG and 0.04% for BKMC.
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