PCSG vs. PCCE
PCSG (Polen 5Perspectives Small-Mid Growth ETF) and PCCE (Polen Capital China Growth ETF) are both exchange-traded funds - PCSG is a Mid Cap Growth Equities fund actively managed by Polen, while PCCE is a China Equities fund actively managed by Polen. Both are actively managed. Their 0.54 correlation means they have sometimes moved together and sometimes differently. PCSG charges 0.60%/yr vs 1.00%/yr for PCCE.
Performance
PCSG vs. PCCE - Performance Comparison
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Returns By Period
PCSG
- 1D
- 2.50%
- 1M
- -6.39%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
PCCE
- 1D
- -0.28%
- 1M
- 2.90%
- 6M
- -5.93%
- YTD
- -3.59%
- 1Y
- 1.31%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 12.15%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.55K | $4.12K | $4.24K | |
| $6.50K | $4.74K | $26.00K |
PCSG vs. PCCE - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
PCSG Polen 5Perspectives Small-Mid Growth ETF | -6.81% |
PCCE Polen Capital China Growth ETF | -3.84% |
Correlation
The correlation between PCSG and PCCE is 0.54, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 18, 2026 | 0.54 |
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Return for Risk
PCSG vs. PCCE — Risk / Return Rank
PCSG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
PCCE
PCSG vs. PCCE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen 5Perspectives Small-Mid Growth ETF (PCSG) and Polen Capital China Growth ETF (PCCE). 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 | PCCE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.03 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.08 | — |
| Martin ratioReturn relative to average drawdown | — | 0.14 | — |
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Drawdowns
PCSG vs. PCCE - Drawdown Comparison
The maximum PCSG drawdown since its inception was -19.62%, smaller than the maximum PCCE drawdown of -26.38%. Use the drawdown chart below to compare losses from any high point for PCSG and PCCE.
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Drawdown Indicators
| PCSG | PCCE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.62% | -26.38% | +6.76% |
Max Drawdown (1Y)Largest decline over 1 year | — | -16.59% | — |
Current DrawdownCurrent decline from peak | -13.16% | -12.02% | -1.14% |
Average DrawdownAverage peak-to-trough decline | -6.46% | -10.18% | +3.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 9.09% | — |
Volatility
PCSG vs. PCCE - Volatility Comparison
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Volatility by Period
| PCSG | PCCE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.88% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 15.27% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 36.46% | 19.98% | +16.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.46% | 25.88% | +10.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.46% | 25.88% | +10.58% |
PCSG vs. PCCE - Expense Ratio Comparison
PCSG has a 0.60% expense ratio, which is lower than PCCE's 1.00% expense ratio.
Dividends
PCSG vs. PCCE - Dividend Comparison
PCSG has not paid dividends to shareholders, while PCCE's dividend yield for the trailing twelve months is around 2.37%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
PCCE Polen Capital China Growth ETF | 2.37% | 2.29% | 1.95% |
PCSG Polen 5Perspectives Small-Mid Growth ETF | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
PCSG and PCCE have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PCSG is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PCSG is cheaper with a 0.60% expense ratio, compared with 1.00% for PCCE.
PCCE has the higher dividend yield at 2.37%, compared with 0.00% for PCSG.
PCSG is categorized as Mid Cap Growth Equities, while PCCE is China Equities. Their fees differ too: 0.60% for PCSG and 1.00% for PCCE.
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