PCSG vs. PDP
PCSG (Polen 5Perspectives Small-Mid Growth ETF) and PDP (Invesco Dorsey Wright Momentum ETF) are both exchange-traded funds - PCSG is a Mid Cap Growth Equities fund actively managed by Polen, while PDP is a Momentum fund tracking the Dorsey Wright Technical Leaders Index. PCSG is actively managed, while PDP is passively managed. Their correlation of 0.91 suggests significant overlap in exposure. PCSG charges 0.60%/yr vs 0.62%/yr for PDP.
Performance
PCSG vs. PDP - Performance Comparison
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Returns By Period
PCSG
- 1D
- -0.62%
- 1M
- -10.84%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
PDP
- 1D
- 0.29%
- 1M
- -5.57%
- 6M
- 12.85%
- YTD
- 20.75%
- 1Y
- 26.02%
- 3Y*
- 20.32%
- 5Y*
- 9.15%
- 10Y*
- 12.91%
- ALL TIME*
- 9.96%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.95K | $14.31K | $29.15K | |
| $2.95M | $2.97M | $3.71M |
PCSG vs. PDP - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
PCSG Polen 5Perspectives Small-Mid Growth ETF | -6.75% |
PDP Invesco Dorsey Wright Momentum ETF | 0.56% |
Correlation
The correlation between PCSG and PDP is 0.91, 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 | 0.91 |
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Return for Risk
PCSG vs. PDP — Risk / Return Rank
PCSG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
PDP
PCSG vs. PDP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen 5Perspectives Small-Mid Growth ETF (PCSG) and Invesco Dorsey Wright Momentum ETF (PDP). 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 | PDP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.19 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.16 | — |
| Martin ratioReturn relative to average drawdown | — | 6.49 | — |
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Drawdowns
PCSG vs. PDP - Drawdown Comparison
The maximum PCSG drawdown since its inception was -14.30%, smaller than the maximum PDP drawdown of -59.34%. Use the drawdown chart below to compare losses from any high point for PCSG and PDP.
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Drawdown Indicators
| PCSG | PDP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.30% | -59.34% | +45.04% |
Max Drawdown (1Y)Largest decline over 1 year | — | -12.12% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -23.79% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -33.91% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.70% | — |
Current DrawdownCurrent decline from peak | -13.11% | -8.24% | -4.87% |
Average DrawdownAverage peak-to-trough decline | -5.04% | -10.56% | +5.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.02% | — |
Volatility
PCSG vs. PDP - Volatility Comparison
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Volatility by Period
| PCSG | PDP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 9.94% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 19.81% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 35.31% | 24.70% | +10.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.31% | 22.55% | +12.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.31% | 21.87% | +13.44% |
PCSG vs. PDP - Expense Ratio Comparison
PCSG has a 0.60% expense ratio, which is lower than PDP's 0.62% expense ratio.
Dividends
PCSG vs. PDP - Dividend Comparison
PCSG has not paid dividends to shareholders, while PDP's dividend yield for the trailing twelve months is around 0.08%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PDP Invesco Dorsey Wright Momentum ETF | 0.08% | 0.17% | 0.15% | 0.42% | 0.45% | 0.00% | 0.11% | 0.25% | 0.18% | 0.28% | 0.81% | 0.39% |
Frequently Asked Questions
With a correlation of 0.91, PCSG and PDP move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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 0.62% for PDP.
PDP has the higher dividend yield at 0.08%, compared with 0.00% for PCSG.
PCSG is categorized as Mid Cap Growth Equities, while PDP is Momentum. They also come from different issuers: Polen and Invesco. Their fees differ too: 0.60% for PCSG and 0.62% for PDP.
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