CARK vs PCLC
CastleArk Large Growth ETF vs Polen 5Perspectives Large Growth ETF
Which is better, CARK or PCLC?
PCLC costs less.
PCLC has a lower expense ratio. PCLC is less concentrated, with 52.1% of the fund in its ten largest positions against 63.4%.
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 | CARK | PCLC |
|---|---|---|
| Expense Ratio | 0.54% | 0.50%Best |
| AUM | $351M | $1M |
| Dividend Yield | 0.01% | 0.00% |
| Holdings | 60 | 39 |
| YTD Return | +9.30%Best | +1.32% |
| 1Y Return | +11.27% | - |
| Top 10 Weight | 63.4% | 52.1%Best |
| Fund Family | CastleArk Management LLC | Polen Capital |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Dec 6, 2023 | May 18, 2026 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
CARK 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.
CARK vs PCLC Performance
CastleArk Large Growth ETF (CARK) is an ETF from CastleArk Management LLC and Polen 5Perspectives Large Growth ETF (PCLC) is an ETF from Polen Capital. Year to date, CARK is up 9.30% versus a gain of 1.32% for PCLC.
Past performance does not guarantee future results.
Fees and Cost Over Time
CARK charges 0.54% per year while PCLC charges 0.50%. On a $10,000 position that is $54 vs $50 annually, a gap of $4 per year that compounds over a long holding period. On income, CARK currently yields 0.01% against 0.00% for PCLC.
Holdings Overlap
66.1% of CARK's money is in holdings PCLC also owns. 48.1% of PCLC's money is in holdings CARK also owns.
The two portfolios partly overlap.
15 positions in common, counted across the 29 positions we hold weights for in CARK and 39 in PCLC, against full books of 60 and 39.
What only one of them owns
Our book lists 18 positions for PCLC that do not appear in our book for CARK (40.2% of the fund), and 14 for CARK that do not appear in PCLC (33.4%).
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 CARK | Weight in PCLC | Difference |
|---|---|---|---|
| NVDANvidia Corp | 14.36% | 10.62% | 3.74% |
| GOOGLAlphabet Inc | 9.33% | 7.38% | 1.95% |
| AAPLApple, Inc | 6.30% | 2.95% | 3.35% |
| AMDAdvanced Micro Devices Inc | 4.17% | 4.95% | 0.78% |
| AVGOBroadcom Inc | 4.24% | 3.64% | 0.60% |
| ANETArista Networks Inc Common Stock | 5.25% | 2.20% | 3.05% |
| MSFTMicrosoft Corp | 4.68% | 2.58% | 2.10% |
| LLYEli Lilly & Co. | 5.21% | 1.67% | 3.54% |
| AMZNAmazon.Com Inc | 2.23% | 4.61% | 2.38% |
| SNOWSnowflake Inc | 4.04% | 2.30% | 1.74% |
66.1% of CARK 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, CARK or PCLC?
CARK has an expense ratio of 0.54% while PCLC charges 0.50%. PCLC is the cheaper option, by $4 a year on a $10,000 investment.
What is the holdings overlap between CARK and PCLC?
66.1% of CARK's money is in holdings PCLC also owns. 48.1% of PCLC's is in holdings CARK also owns. They hold 15 positions in common, counted across the 29 positions we hold weights for in CARK and 39 in PCLC.
Which pays a higher dividend, CARK or PCLC?
CARK yields 0.01% while PCLC yields 0.00%, so CARK currently pays the higher dividend yield.
Is PCLC better than CARK?
PCLC has a lower expense ratio. PCLC is less concentrated, with 52.1% of the fund in its ten largest positions against 63.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.