DVDN vs PCLG
Kingsbarn Dividend Opportunity ETF vs Polen Focus Growth ETF
Which is better, DVDN or PCLG?
PCLG has been ahead.
PCLG has a lower expense ratio. PCLG led over 1Y and the full window. PCLG is less concentrated, with 62.6% of the fund in its ten largest positions against 70.1%.
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 | DVDN | PCLG |
|---|---|---|
| Expense Ratio | 1.65% | 0.49%Best |
| AUM | $3M | $92M |
| Dividend Yield | 15.59% | 0.04% |
| Holdings | 30 | 27 |
| YTD Return | -29.25% | -5.60%Best |
| 1Y Return | -33.02% | -8.10%Best |
| 3Y Return (annualized) | -11.58% | - |
| Volatility (annualized) | 15.8%Best | 17.7% |
| Max Drawdown | -34.2% | -23.8%Best |
| $10,000 over 1 years | $6,750 | $9,249Best |
| Top 10 Weight | 70.1% | 62.6%Best |
| Fund Family | Kingsbarn Capital Management | Polen Capital |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Mar 17, 2023 | Sep 30, 2025 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Sep 30, 2025 to Oct 14, 2026 (1 years).
DVDN vs PCLG 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 covers the 1 years both funds cover.
DVDN vs PCLG Performance
Kingsbarn Dividend Opportunity ETF (DVDN) is an ETF from Kingsbarn Capital Management and Polen Focus Growth ETF (PCLG) is an ETF from Polen Capital. Over the past year DVDN returned -33.02% while PCLG returned -8.10%. Year to date, DVDN is down 29.25% versus a loss of 5.60% for PCLG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PCLG has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 15.8% for DVDN. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -34.2% for DVDN and -23.8% for PCLG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.30. They move together some of the time, and apart the rest.
Fees and Cost Over Time
DVDN charges 1.65% per year while PCLG charges 0.49%. On a $10,000 position that is $165 vs $49 annually, a gap of $116 per year that compounds over a long holding period. On income, DVDN currently yields 15.59% against 0.04% for PCLG.
Holdings Overlap
We hold position weights for 16 holdings in DVDN and 29 in PCLG, totalling 100.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 16 positions we hold weights for in DVDN and 29 in PCLG, against full books of 30 and 27.
What only one of them owns
Our book lists 24 positions for PCLG that do not appear in our book for DVDN (90.9% of the fund), and 16 for DVDN that do not appear in PCLG (100.0%).
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.
You are not choosing between two funds in isolation.
Whichever of DVDN and PCLG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DVDN or PCLG?
DVDN has an expense ratio of 1.65% while PCLG charges 0.49%. PCLG is the cheaper option, by $116 a year on a $10,000 investment.
Which performed better, DVDN or PCLG?
Over the past year DVDN returned -33.02% vs -8.10% for PCLG, so PCLG leads on 1-year performance. Over the longest common window we track (1 years), DVDN annualized -32.50% vs -7.51% for PCLG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DVDN or PCLG?
PCLG has been the more volatile fund at 17.7% annualized versus 15.8% for DVDN. Worst drawdown: DVDN -34.2% vs PCLG -23.8%.
Should I hold both DVDN and PCLG?
DVDN and PCLG have a monthly-return correlation of 0.30, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, DVDN or PCLG?
DVDN yields 15.59% while PCLG yields 0.04%, so DVDN currently pays the higher dividend yield.
Is PCLG better than DVDN?
PCLG has a lower expense ratio. PCLG led over 1Y and the full window. PCLG is less concentrated, with 62.6% of the fund in its ten largest positions against 70.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.