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PCFI vs PCLG

Polen Floating Rate Income ETF vs Polen Focus Growth ETF

PCFI

Polen Floating Rate Income ETF

Polen Capital

Annual cost

0.49%

Fund size

$9M

PCLG

Polen Focus Growth ETF

Polen Capital

Annual cost

0.49%

Fund size

$98M

Key differences

  • PCLG is significantly larger than PCFI — larger funds tend to be more liquid and less likely to close.
  • PCFI is classified as fixed income, while PCLG is equity — different risk/return profiles.
  • PCFI follows a index tracking strategy; PCLG uses active selection.

Side-by-side comparison

PCFIPCLG
Annual cost (TER)0.49%0.49%
Fund size (AUM)$9M$98M
Since20222025
Dividend yield11.19%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+1.2%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y5.64%
Max drawdown-4.01%-23.78%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PCFI and PCLG