POLIX vs. VV
Compare and contrast key facts about Polen Growth Fund (POLIX) and Vanguard Large-Cap ETF (VV).
POLIX is managed by Polen Capital. It was launched on Sep 15, 2010. VV is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Index. It was launched on Jan 27, 2004.
Performance
POLIX vs. VV - Performance Comparison
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POLIX vs. VV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POLIX Polen Growth Fund | -19.94% | 3.87% | 22.57% | 39.17% | -38.36% | 23.51% | 33.25% | 37.34% | 7.74% | 26.47% |
VV Vanguard Large-Cap ETF | -4.79% | 18.11% | 25.25% | 27.18% | -19.91% | 27.41% | 21.04% | 31.25% | -4.46% | 22.00% |
Returns By Period
In the year-to-date period, POLIX achieves a -19.94% return, which is significantly lower than VV's -4.79% return. Over the past 10 years, POLIX has underperformed VV with an annualized return of 10.36%, while VV has yielded a comparatively higher 14.04% annualized return.
POLIX
- 1D
- 0.70%
- 1M
- -8.56%
- YTD
- -19.94%
- 6M
- -21.08%
- 1Y
- -11.24%
- 3Y*
- 7.54%
- 5Y*
- 1.23%
- 10Y*
- 10.36%
VV
- 1D
- 2.96%
- 1M
- -4.90%
- YTD
- -4.79%
- 6M
- -2.38%
- 1Y
- 17.59%
- 3Y*
- 18.49%
- 5Y*
- 11.31%
- 10Y*
- 14.04%
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POLIX vs. VV - Expense Ratio Comparison
POLIX has a 0.96% expense ratio, which is higher than VV's 0.04% expense ratio.
Return for Risk
POLIX vs. VV — Risk / Return Rank
POLIX
VV
POLIX vs. VV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen Growth Fund (POLIX) and Vanguard Large-Cap ETF (VV). 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.
| POLIX | VV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.61 | 0.95 | -1.56 |
Sortino ratioReturn per unit of downside risk | -0.76 | 1.46 | -2.22 |
Omega ratioGain probability vs. loss probability | 0.90 | 1.22 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | -0.50 | 1.51 | -2.02 |
Martin ratioReturn relative to average drawdown | -1.56 | 7.07 | -8.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| POLIX | VV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.61 | 0.95 | -1.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.66 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.78 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.56 | +0.06 |
Correlation
The correlation between POLIX and VV is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
POLIX vs. VV - Dividend Comparison
POLIX's dividend yield for the trailing twelve months is around 45.41%, more than VV's 1.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POLIX Polen Growth Fund | 45.41% | 36.35% | 10.47% | 0.00% | 10.54% | 3.97% | 1.25% | 0.12% | 2.77% | 1.66% | 0.01% | 4.29% |
VV Vanguard Large-Cap ETF | 1.13% | 1.08% | 1.24% | 1.41% | 1.66% | 1.19% | 1.46% | 1.81% | 2.09% | 1.75% | 1.98% | 1.96% |
Drawdowns
POLIX vs. VV - Drawdown Comparison
The maximum POLIX drawdown since its inception was -42.84%, smaller than the maximum VV drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for POLIX and VV.
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Drawdown Indicators
| POLIX | VV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.84% | -54.81% | +11.97% |
Max Drawdown (1Y)Largest decline over 1 year | -23.94% | -12.09% | -11.85% |
Max Drawdown (5Y)Largest decline over 5 years | -42.84% | -25.66% | -17.18% |
Max Drawdown (10Y)Largest decline over 10 years | -42.84% | -34.28% | -8.56% |
Current DrawdownCurrent decline from peak | -23.41% | -6.52% | -16.89% |
Average DrawdownAverage peak-to-trough decline | -7.00% | -6.88% | -0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.72% | 2.59% | +5.13% |
Volatility
POLIX vs. VV - Volatility Comparison
Polen Growth Fund (POLIX) has a higher volatility of 5.82% compared to Vanguard Large-Cap ETF (VV) at 5.30%. This indicates that POLIX's price experiences larger fluctuations and is considered to be riskier than VV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POLIX | VV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.82% | 5.30% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 12.10% | 9.58% | +2.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.07% | 18.60% | +3.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.85% | 17.24% | +5.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.79% | 18.18% | +3.61% |