PCSG vs. IJK
PCSG (Polen 5Perspectives Small-Mid Growth ETF) and IJK (iShares S&P MidCap 400 Growth ETF) are both Mid Cap Growth Equities funds. PCSG is actively managed, while IJK is passively managed. Their correlation of 0.87 suggests significant overlap in exposure. PCSG charges 0.60%/yr vs 0.17%/yr for IJK.
Performance
PCSG vs. IJK - Performance Comparison
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Returns By Period
PCSG
- 1D
- -3.11%
- 1M
- -10.96%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IJK
- 1D
- -0.64%
- 1M
- -1.57%
- 6M
- 8.91%
- YTD
- 16.27%
- 1Y
- 21.77%
- 3Y*
- 13.97%
- 5Y*
- 8.35%
- 10Y*
- 10.95%
PCSG vs. IJK - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
PCSG Polen 5Perspectives Small-Mid Growth ETF | -7.29% |
IJK iShares S&P MidCap 400 Growth ETF | 1.99% |
Correlation
The correlation between PCSG and IJK is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 18, 2026 | 0.87 |
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Return for Risk
PCSG vs. IJK — Risk / Return Rank
PCSG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IJK
PCSG vs. IJK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen 5Perspectives Small-Mid Growth ETF (PCSG) and iShares S&P MidCap 400 Growth ETF (IJK). 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 | IJK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.22 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.20 | — |
| Martin ratioReturn relative to average drawdown | — | 8.37 | — |
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Drawdowns
PCSG vs. IJK - Drawdown Comparison
The maximum PCSG drawdown since its inception was -13.61%, smaller than the maximum IJK drawdown of -54.47%. Use the drawdown chart below to compare losses from any high point for PCSG and IJK.
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Drawdown Indicators
| PCSG | IJK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.61% | -54.47% | +40.86% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.92% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -25.63% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.24% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.25% | — |
Current DrawdownCurrent decline from peak | -13.61% | -4.34% | -9.27% |
Average DrawdownAverage peak-to-trough decline | -4.07% | -10.76% | +6.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.61% | — |
Volatility
PCSG vs. IJK - Volatility Comparison
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Volatility by Period
| PCSG | IJK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.53% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 13.91% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 36.39% | 17.74% | +18.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.39% | 20.79% | +15.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.39% | 21.06% | +15.33% |
PCSG vs. IJK - Expense Ratio Comparison
PCSG has a 0.60% expense ratio, which is higher than IJK's 0.17% expense ratio.
Dividends
PCSG vs. IJK - Dividend Comparison
PCSG has not paid dividends to shareholders, while IJK's dividend yield for the trailing twelve months is around 0.54%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJK iShares S&P MidCap 400 Growth ETF | 0.54% | 0.66% | 0.79% | 1.13% | 1.08% | 0.50% | 0.70% | 1.09% | 1.13% | 0.93% | 1.15% | 1.12% |
PCSG Polen 5Perspectives Small-Mid Growth ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
PCSG and IJK have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IJK is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IJK is cheaper with a 0.17% expense ratio, compared with 0.60% for PCSG.
IJK has the higher dividend yield at 0.54%, compared with 0.00% for PCSG.
They also come from different issuers: Polen and iShares. Their fees differ too: 0.60% for PCSG and 0.17% for IJK.
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