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PCLG vs PCFI

Polen Focus Growth ETF vs Polen Floating Rate Income ETF

PCLG

Polen Focus Growth ETF

Polen Capital

Annual cost

0.49%

Fund size

$98M

PCFI

Polen Floating Rate Income ETF

Polen Capital

Annual cost

0.49%

Fund size

$9M

Key differences

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

Side-by-side comparison

PCLGPCFI
Annual cost (TER)0.49%0.49%
Fund size (AUM)$98M$9M
Since20252022
Dividend yield11.19%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+1.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y5.64%
Max drawdown-23.78%-4.01%

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

Similar to PCLG and PCFI