BASG vs PCLC
Brown Advisory Sustainable Growth ETF vs Polen 5Perspectives Large Growth ETF
Which is better, BASG or PCLC?
PCLC costs less.
PCLC has a lower expense ratio. BASG is less concentrated, with 48.9% of the fund in its ten largest positions against 52.1%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BASG | PCLC |
|---|---|---|
| Expense Ratio | 0.61% | 0.50%Best |
| AUM | $527M | $1M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 36 | 39 |
| YTD Return | +10.02%Best | +1.32% |
| 1Y Return | +8.00% | - |
| Top 10 Weight | 48.9%Best | 52.1% |
| Fund Family | Brown Advisory | Polen Capital |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 13, 2025 | May 18, 2026 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
BASG vs PCLC growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BASG vs PCLC Performance
Brown Advisory Sustainable Growth ETF (BASG) is an ETF from Brown Advisory and Polen 5Perspectives Large Growth ETF (PCLC) is an ETF from Polen Capital. Year to date, BASG is up 10.02% versus a gain of 1.32% for PCLC.
Past performance does not guarantee future results.
Fees and Cost Over Time
BASG charges 0.61% per year while PCLC charges 0.50%. On a $10,000 position that is $61 vs $50 annually, a gap of $11 per year that compounds over a long holding period. On income, BASG currently yields 0.00% against 0.00% for PCLC.
Holdings Overlap
43.5% of BASG's money is in holdings PCLC also owns. 38.1% of PCLC's money is in holdings BASG also owns.
The two portfolios partly overlap.
11 positions in common, counted across the 34 positions we hold weights for in BASG and 39 in PCLC, against full books of 36 and 39.
What only one of them owns
Our book lists 23 positions for PCLC that do not appear in our book for BASG (54.2% of the fund), and 21 for BASG that do not appear in PCLC (51.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BASG | Weight in PCLC | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.77% | 10.62% | 1.85% |
| AMZNAmazon.Com Inc | 5.83% | 4.61% | 1.22% |
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 4.93% | 4.01% | 0.92% |
| MSFTMicrosoft Corp | 5.99% | 2.58% | 3.41% |
| AVGOBroadcom Inc | 4.32% | 3.64% | 0.68% |
| SPCXSpace Exploration Technologies | 1.31% | 4.37% | 3.06% |
| ANETArista Networks Inc. | 3.32% | 2.20% | 1.12% |
| SNOWSnowflake Inc | 2.56% | 2.30% | 0.26% |
| SHOP:CAShopify Inc - Common | 2.34% | 1.70% | 0.64% |
| ABNBAirbnb Inc | 2.19% | 1.03% | 1.16% |
43.5% of BASG is already inside PCLC.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BASG or PCLC?
BASG has an expense ratio of 0.61% while PCLC charges 0.50%. PCLC is the cheaper option, by $11 a year on a $10,000 investment.
What is the holdings overlap between BASG and PCLC?
43.5% of BASG's money is in holdings PCLC also owns. 38.1% of PCLC's is in holdings BASG also owns. They hold 11 positions in common, counted across the 34 positions we hold weights for in BASG and 39 in PCLC.
Which pays a higher dividend, BASG or PCLC?
BASG yields 0.00% while PCLC yields 0.00%, so PCLC currently pays the higher dividend yield.
Is PCLC better than BASG?
PCLC has a lower expense ratio. BASG is less concentrated, with 48.9% of the fund in its ten largest positions against 52.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.