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PCGG vs EPOL

Polen Capital Global Growth ETF vs iShares MSCI Poland ETF

PCGG

Polen Capital Global Growth ETF

Polen Capital

Annual cost

0.85%

Fund size

$9M

EPOL

iShares MSCI Poland ETF

iShares

Annual cost

0.59%

Fund size

$609M

Key differences

  • EPOL costs 0.26% less per year.
  • EPOL is significantly larger than PCGG — larger funds tend to be more liquid and less likely to close.
  • PCGG follows a active selection strategy; EPOL uses index tracking.
  • EPOL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PCGGEPOL
Annual cost (TER)0.85%0.59%
Fund size (AUM)$9M$609M
Since20232010
Dividend yield0.00%4.39%
Asset classequityequity
Regioneurope
Strategyactive selectionindex tracking
CAGR 1Y-5.5%+39.6%
CAGR 3YN/A+37.1%
CAGR 5YN/A+17.7%
Sharpe 3YN/A1.19
Volatility 1Y15.33%23.48%
Max drawdown-22.66%-61.40%

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

Similar to PCGG and EPOL