PGIIX vs. VUSA.L
Compare and contrast key facts about Polen Global Growth Fund (PGIIX) and Vanguard S&P 500 UCITS ETF (VUSA.L).
PGIIX is managed by Polen Capital. It was launched on Dec 29, 2014. VUSA.L is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 TR USD. It was launched on May 22, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PGIIX or VUSA.L.
Correlation
The correlation between PGIIX and VUSA.L is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PGIIX vs. VUSA.L - Performance Comparison
Key characteristics
PGIIX:
0.61
VUSA.L:
1.95
PGIIX:
0.88
VUSA.L:
2.79
PGIIX:
1.11
VUSA.L:
1.37
PGIIX:
0.60
VUSA.L:
3.63
PGIIX:
2.57
VUSA.L:
13.97
PGIIX:
3.17%
VUSA.L:
1.63%
PGIIX:
13.36%
VUSA.L:
11.63%
PGIIX:
-38.63%
VUSA.L:
-25.47%
PGIIX:
-3.05%
VUSA.L:
-1.92%
Returns By Period
In the year-to-date period, PGIIX achieves a 4.33% return, which is significantly higher than VUSA.L's 2.65% return. Over the past 10 years, PGIIX has underperformed VUSA.L with an annualized return of 10.88%, while VUSA.L has yielded a comparatively higher 15.16% annualized return.
PGIIX
4.33%
4.22%
5.65%
6.71%
6.18%
10.88%
VUSA.L
2.65%
-0.01%
13.52%
23.18%
14.77%
15.16%
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PGIIX vs. VUSA.L - Expense Ratio Comparison
PGIIX has a 0.99% expense ratio, which is higher than VUSA.L's 0.07% expense ratio.
Risk-Adjusted Performance
PGIIX vs. VUSA.L — Risk-Adjusted Performance Rank
PGIIX
VUSA.L
PGIIX vs. VUSA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen Global Growth Fund (PGIIX) and Vanguard S&P 500 UCITS ETF (VUSA.L). 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.
Dividends
PGIIX vs. VUSA.L - Dividend Comparison
PGIIX has not paid dividends to shareholders, while VUSA.L's dividend yield for the trailing twelve months is around 0.98%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGIIX Polen Global Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.91% | 0.00% | 0.00% | 0.00% | 0.09% | 0.00% |
VUSA.L Vanguard S&P 500 UCITS ETF | 0.98% | 1.00% | 1.24% | 1.41% | 1.04% | 1.44% | 1.50% | 1.72% | 1.61% | 1.58% | 1.73% | 1.50% |
Drawdowns
PGIIX vs. VUSA.L - Drawdown Comparison
The maximum PGIIX drawdown since its inception was -38.63%, which is greater than VUSA.L's maximum drawdown of -25.47%. Use the drawdown chart below to compare losses from any high point for PGIIX and VUSA.L. For additional features, visit the drawdowns tool.
Volatility
PGIIX vs. VUSA.L - Volatility Comparison
The current volatility for Polen Global Growth Fund (PGIIX) is 2.92%, while Vanguard S&P 500 UCITS ETF (VUSA.L) has a volatility of 3.46%. This indicates that PGIIX experiences smaller price fluctuations and is considered to be less risky than VUSA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.