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PCSG vs. QMID
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PCSG vs. QMID - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Polen 5Perspectives Small-Mid Growth ETF (PCSG) and WisdomTree U.S. MidCap Quality Growth Fund (QMID). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


PCSG

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

QMID

1D
0.39%
1M
1.48%
6M
3.70%
YTD
4.39%
1Y
8.43%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PCSG vs. QMID - Yearly Performance Comparison


Correlation

The correlation between PCSG and QMID is 0.36, 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

0.36

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Return for Risk

PCSG vs. QMID — 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.


QMID
QMID Risk / Return Rank: 2121
Overall Rank
QMID Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
QMID Sortino Ratio Rank: 2020
Sortino Ratio Rank
QMID Omega Ratio Rank: 1919
Omega Ratio Rank
QMID Calmar Ratio Rank: 2222
Calmar Ratio Rank
QMID Martin Ratio Rank: 2525
Martin Ratio Rank
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. QMID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Polen 5Perspectives Small-Mid Growth ETF (PCSG) and WisdomTree U.S. MidCap Quality Growth Fund (QMID). 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.


PCSGQMIDDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.11

Calmar ratioReturn relative to maximum drawdown

0.89

Martin ratioReturn relative to average drawdown

2.99

PCSG vs. QMID - Sharpe Ratio Comparison


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Drawdowns

PCSG vs. QMID - Drawdown Comparison

The maximum PCSG drawdown since its inception was -9.02%, smaller than the maximum QMID drawdown of -24.42%. Use the drawdown chart below to compare losses from any high point for PCSG and QMID.


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Drawdown Indicators


PCSGQMIDDifference

Max Drawdown

Largest peak-to-trough decline

-9.02%

-24.42%

+15.40%

Max Drawdown (1Y)

Largest decline over 1 year

-10.67%

Current Drawdown

Current decline from peak

-7.24%

0.00%

-7.24%

Average Drawdown

Average peak-to-trough decline

-2.57%

-5.36%

+2.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.17%

Volatility

PCSG vs. QMID - Volatility Comparison


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Volatility by Period


PCSGQMIDDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.17%

Volatility (6M)

Calculated over the trailing 6-month period

10.88%

Volatility (1Y)

Calculated over the trailing 1-year period

37.20%

15.12%

+22.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.20%

18.38%

+18.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.20%

18.38%

+18.82%

PCSG vs. QMID - Expense Ratio Comparison

PCSG has a 0.60% expense ratio, which is higher than QMID's 0.38% expense ratio.


Dividends

PCSG vs. QMID - Dividend Comparison

PCSG has not paid dividends to shareholders, while QMID's dividend yield for the trailing twelve months is around 0.49%.


PositionTTM20252024
PCSG
Polen 5Perspectives Small-Mid Growth ETF
0.00%0.00%0.00%
QMID
WisdomTree U.S. MidCap Quality Growth Fund
0.49%0.51%1.16%

Frequently Asked Questions


PCSG and QMID have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, QMID is cheaper at 0.38% per year. The better choice depends on whether you care most about return, fees, risk, or income.

QMID is cheaper with a 0.38% expense ratio, compared with 0.60% for PCSG.

QMID has the higher dividend yield at 0.49%, compared with 0.00% for PCSG.

They also come from different issuers: Polen and WisdomTree. Their fees differ too: 0.60% for PCSG and 0.38% for QMID.

Portfolio Optimizer

Find the right allocation for PCSG and QMID

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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