POLIX vs. VV

In the year-to-date period, POLIX achieves a 5.18% return, which is significantly higher than VV's 3.47% return. Over the past 10 years, POLIX has underperformed VV with an annualized return of 11.04%, while VV has yielded a comparatively higher 13.78% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

POLIX has a 0.96% expense ratio, which is higher than VV's 0.04% expense ratio.

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.

The current POLIX Sharpe Ratio is 0.73, which is lower than the VV Sharpe Ratio of 1.97. The chart below compares the historical Sharpe Ratios of POLIX and VV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

POLIX has not paid dividends to shareholders, while VV's dividend yield for the trailing twelve months is around 1.20%.

The maximum POLIX drawdown since its inception was -49.68%, 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. For additional features, visit the drawdowns tool.

Polen Growth Fund (POLIX) and Vanguard Large-Cap ETF (VV) have volatilities of 4.39% and 4.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.