POLIX vs. BGRO
POLIX (Polen Growth Fund) and BGRO (BlackRock Large Cap Growth ETF) are both Large Cap Growth Equities funds. Over the past year, POLIX returned -8.22% vs 15.19% for BGRO. A 0.71 correlation means they provide meaningful diversification when combined. POLIX charges 0.96%/yr vs 0.55%/yr for BGRO.
Performance
POLIX vs. BGRO - Performance Comparison
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Returns By Period
In the year-to-date period, POLIX achieves a -10.21% return, which is significantly lower than BGRO's 9.95% return.
POLIX
- 1D
- -0.06%
- 1M
- 0.78%
- 6M
- -11.57%
- YTD
- -10.21%
- 1Y
- -8.22%
- 3Y*
- 7.98%
- 5Y*
- 0.48%
- 10Y*
- 11.78%
BGRO
- 1D
- -1.28%
- 1M
- 1.23%
- 6M
- 7.66%
- YTD
- 9.95%
- 1Y
- 15.19%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
POLIX vs. BGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
POLIX Polen Growth Fund | -10.21% | 3.87% | 18.54% |
BGRO BlackRock Large Cap Growth ETF | 9.95% | 12.37% | 11.06% |
Correlation
The correlation between POLIX and BGRO is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jun 5, 2024 | 0.71 |
The correlation between POLIX and BGRO has been stable across timeframes, ranging from 0.71 to 0.79 - a consistent structural relationship.
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Return for Risk
POLIX vs. BGRO — Risk / Return Rank
POLIX
BGRO
POLIX vs. BGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen Growth Fund (POLIX) and BlackRock Large Cap Growth ETF (BGRO). 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.
| POLIX | BGRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.34 | ||
| Sortino ratioReturn per unit of downside risk | -1.82 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.15 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.40 | 0.87 | -1.26 |
| Martin ratioReturn relative to average drawdown | -0.88 | 2.75 | -3.63 |
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Drawdowns
POLIX vs. BGRO - Drawdown Comparison
The maximum POLIX drawdown since its inception was -42.84%, which is greater than BGRO's maximum drawdown of -24.94%. Use the drawdown chart below to compare losses from any high point for POLIX and BGRO.
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Drawdown Indicators
| POLIX | BGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.84% | -24.94% | -17.90% |
Max Drawdown (1Y)Largest decline over 1 year | -23.94% | -17.64% | -6.30% |
Max Drawdown (3Y)Largest decline over 3 years | -23.94% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -42.84% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -42.84% | — | — |
Current DrawdownCurrent decline from peak | -14.09% | -5.30% | -8.79% |
Average DrawdownAverage peak-to-trough decline | -7.13% | -4.78% | -2.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.65% | 5.54% | +5.11% |
Volatility
POLIX vs. BGRO - Volatility Comparison
The current volatility for Polen Growth Fund (POLIX) is 5.11%, while BlackRock Large Cap Growth ETF (BGRO) has a volatility of 6.33%. This indicates that POLIX experiences smaller price fluctuations and is considered to be less risky than BGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POLIX | BGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.11% | 6.33% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 14.03% | 15.52% | -1.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.40% | 19.34% | -1.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.06% | 23.59% | -0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.89% | 23.59% | -1.70% |
POLIX vs. BGRO - Expense Ratio Comparison
POLIX has a 0.96% expense ratio, which is higher than BGRO's 0.55% expense ratio.
Dividends
POLIX vs. BGRO - Dividend Comparison
POLIX's dividend yield for the trailing twelve months is around 40.49%, more than BGRO's 0.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGRO BlackRock Large Cap Growth ETF | 0.03% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
POLIX Polen Growth Fund | 40.49% | 36.35% | 10.47% | 0.00% | 10.54% | 3.97% | 1.25% | 0.12% | 2.77% | 1.66% | 0.01% | 4.29% |
Frequently Asked Questions
POLIX and BGRO have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BGRO has higher volatility (6.33%) compared to POLIX (5.11%). In terms of maximum drawdown, POLIX dropped -42.84% vs BGRO's -24.94%.
BGRO currently has the higher Sharpe Ratio (0.79 vs -0.55), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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