CAML vs PCLC
Congress Large Cap Growth ETF vs Polen 5Perspectives Large Growth ETF
Which is better, CAML or PCLC?
PCLC costs less.
PCLC has a lower expense ratio. CAML is less concentrated, with 45.7% 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 | CAML | PCLC |
|---|---|---|
| Expense Ratio | 0.65% | 0.50%Best |
| AUM | $394M | $1M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 39 | 39 |
| YTD Return | +6.09%Best | +1.32% |
| 1Y Return | +5.81% | - |
| 3Y Return (annualized) | +16.98% | - |
| Top 10 Weight | 45.7%Best | 52.1% |
| Fund Family | Congress Asset Management Company | Polen Capital |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Aug 22, 2023 | May 18, 2026 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
CAML 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.
CAML vs PCLC Performance
Congress Large Cap Growth ETF (CAML) is an ETF from Congress Asset Management Company and Polen 5Perspectives Large Growth ETF (PCLC) is an ETF from Polen Capital. Year to date, CAML is up 6.09% versus a gain of 1.32% for PCLC.
Past performance does not guarantee future results.
Fees and Cost Over Time
CAML charges 0.65% per year while PCLC charges 0.50%. On a $10,000 position that is $65 vs $50 annually, a gap of $15 per year that compounds over a long holding period. On income, CAML currently yields 0.00% against 0.00% for PCLC.
Holdings Overlap
54.4% of CAML's money is in holdings PCLC also owns. 55.1% of PCLC's money is in holdings CAML also owns.
The two portfolios partly overlap.
16 positions in common, counted across the 38 positions we hold weights for in CAML and 39 in PCLC, against full books of 39 and 39.
What only one of them owns
Our book lists 17 positions for PCLC that do not appear in our book for CAML (33.2% of the fund), and 19 for CAML that do not appear in PCLC (39.4%).
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 CAML | Weight in PCLC | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.44% | 10.62% | 2.18% |
| GOOGLAlphabet Inc | 5.48% | 7.38% | 1.90% |
| AAPLApple, Inc | 6.20% | 2.95% | 3.25% |
| MSFTMicrosoft Corp | 6.03% | 2.58% | 3.45% |
| AVGOBroadcom Inc | 4.22% | 3.64% | 0.58% |
| AMZNAmazon.Com Inc | 2.82% | 4.61% | 1.79% |
| TSLATesla Inc | 1.32% | 4.87% | 3.55% |
| ANETArista Networks Inc Common Stock | 3.41% | 2.20% | 1.21% |
| PLTRPalantir Technologies Inc | 1.73% | 3.47% | 1.74% |
| GSGoldman Sachs Group Inc/The | 1.68% | 2.85% | 1.17% |
55.1% of PCLC is already inside CAML.
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, CAML or PCLC?
CAML has an expense ratio of 0.65% while PCLC charges 0.50%. PCLC is the cheaper option, by $15 a year on a $10,000 investment.
What is the holdings overlap between CAML and PCLC?
55.1% of PCLC's money is in holdings CAML also owns. 55.1% of PCLC's is in holdings CAML also owns. They hold 16 positions in common, counted across the 38 positions we hold weights for in CAML and 39 in PCLC.
Which pays a higher dividend, CAML or PCLC?
CAML yields 0.00% while PCLC yields 0.00%, so CAML currently pays the higher dividend yield.
Is PCLC better than CAML?
PCLC has a lower expense ratio. CAML is less concentrated, with 45.7% 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.