PCSG vs. PCGG

Last updated Jul 4, 2026

PCSG (Polen 5Perspectives Small-Mid Growth ETF) and PCGG (Polen Capital Global Growth ETF) are both exchange-traded funds - PCSG is a Mid Cap Growth Equities fund actively managed by Polen, while PCGG is a Global Equities fund actively managed by Polen. Both are actively managed. At a 0.46 correlation, their price movements are largely independent. PCSG charges 0.60%/yr vs 0.85%/yr for PCGG.

Performance

PCSG vs. PCGG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Polen 5Perspectives Small-Mid Growth ETF (PCSG) and Polen Capital Global Growth ETF (PCGG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

PCSG

• 1D: -3.77%
• 1M: -5.56%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

PCGG

• 1D: 0.28%
• 1M: -1.07%
• 6M: -7.23%
• YTD: -7.93%
• 1Y: -8.99%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

PCSG vs. PCGG - Yearly Performance Comparison

	2026 (YTD)
PCSG Polen 5Perspectives Small-Mid Growth ETF	-0.46%
PCGG Polen Capital Global Growth ETF	1.39%

Correlation

The correlation between PCSG and PCGG is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 18, 2026	0.46

Return for Risk

PCSG vs. PCGG — Risk / Return Rank

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

PCSG

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

PCGG

PCGG Risk / Return Rank: 5
PCGG Sharpe Ratio Rank: 5
PCGG Sortino Ratio Rank: 5
PCGG Omega Ratio Rank: 5
PCGG Calmar Ratio Rank: 6
PCGG Martin Ratio Rank: 6

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.

PCSG vs. PCGG - 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 Global Growth ETF (PCGG). 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	PCGG	Difference
Sharpe ratio: Return per unit of total volatility	—	-0.50	—
Sortino ratio: Return per unit of downside risk	—	-0.59	—
Omega ratio: Gain probability vs. loss probability	—	0.93	—
Calmar ratio: Return relative to maximum drawdown	—	-0.35	—
Martin ratio: Return relative to average drawdown	—	-0.80	—

Drawdowns

PCSG vs. PCGG - Drawdown Comparison

The maximum PCSG drawdown since its inception was -9.02%, smaller than the maximum PCGG drawdown of -22.66%. Use the drawdown chart below to compare losses from any high point for PCSG and PCGG.

Drawdown Indicators

	PCSG	PCGG	Difference
Max Drawdown Largest peak-to-trough decline	-9.02%	-22.66%	+13.64%
Max Drawdown (1Y) Largest decline over 1 year	—	-22.66%	—
Current Drawdown Current decline from peak	-7.24%	-12.53%	+5.29%
Average Drawdown Average peak-to-trough decline	-2.57%	-5.19%	+2.62%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	9.91%	—

Volatility

Volatility by Period

	PCSG	PCGG	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.34%	—
Volatility (6M) Calculated over the trailing 6-month period	—	13.22%	—
Volatility (1Y) Calculated over the trailing 1-year period	37.20%	15.92%	+21.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	37.20%	16.77%	+20.43%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	37.20%	16.77%	+20.43%

PCSG vs. PCGG - Expense Ratio Comparison

PCSG has a 0.60% expense ratio, which is lower than PCGG's 0.85% expense ratio.

Dividends

PCSG vs. PCGG - Dividend Comparison

Neither PCSG nor PCGG has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both PCSG and PCGG in my portfolio?

PCSG and PCGG have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, PCSG or PCGG?

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.

Which ETF is cheaper, PCSG or PCGG?

PCSG is cheaper with a 0.60% expense ratio, compared with 0.85% for PCGG.

Which ETF pays a higher dividend yield, PCSG or PCGG?

PCSG and PCGG have nearly identical dividend yields, around 0.00%.

What is the main difference between PCSG and PCGG?

PCSG is categorized as Mid Cap Growth Equities, while PCGG is Global Equities. Their fees differ too: 0.60% for PCSG and 0.85% for PCGG.