DWUS vs PCLG

DWUS vs PCLG

Which is better, DWUS or PCLG?

DWUS has been ahead.

PCLG has a lower expense ratio. DWUS led over 1Y and the full window.

Lower Fees: PCLGHigher Returns: DWUS

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

MetricDWUSPCLG
Expense Ratio1.08%0.49%Best
AUM$122M$92M
Dividend Yield0.03%0.04%
Holdings427
YTD Return+9.24%Best-4.21%
1Y Return+9.69%Best-6.81%
3Y Return (annualized)+17.82%-
5Y Return (annualized)+9.46%-
Volatility (annualized)19.1%17.9%Best
Max Drawdown-14.3%Best-23.8%
$10,000 over 1 years$10,900Best$9,382
Fund FamilyAdvisor SharesPolen Capital
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionDec 26, 2019Sep 30, 2025

Not shown on this pair: Top 10 Weight.

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 15, 2026 (1 years).

DWUS 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.

Compare DWUS against instead:DWUS vs SPYDWUS vs QQQDWUS vs VOODWUS vs VTIPCLG against:PCLG vs VXUS

DWUS vs PCLG Performance

Advisorshares Dorsey Wright Fsm Us Core Etf (DWUS) is an ETF from Advisor Shares and Polen Focus Growth ETF (PCLG) is an ETF from Polen Capital. Over the past year DWUS returned +9.69% while PCLG returned -6.81%. Year to date, DWUS is up 9.24% versus a loss of 4.21% for PCLG.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DWUS has been the more volatile fund, with annualized monthly volatility of 19.1% compared with 17.9% for PCLG. 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 -14.3% for DWUS 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 0.50. They move together some of the time, and apart the rest.

Fees and Cost Over Time

DWUS charges 1.08% per year while PCLG charges 0.49%. On a $10,000 position that is $108 vs $49 annually, a gap of $59 per year that compounds over a long holding period. On income, DWUS currently yields 0.03% against 0.04% for PCLG.

Holdings Overlap

We hold position weights for 4 holdings in DWUS 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 4 positions we hold weights for in DWUS and 29 in PCLG, against full books of 4 and 27.

What only one of them owns

Measured across the 4 and 29 positions we hold weights for.

PCLG holds 24 positions DWUS does not, 90.9% of the fund.

Largest: MSFT 9.35%, NVDA 7.82%, NOW 6.62%, GOOG 6.16%, AVGO 6.13%

You are not choosing between two funds in isolation.

Whichever of DWUS and PCLG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DWUSPCLG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DWUS or PCLG?

DWUS has an expense ratio of 1.08% while PCLG charges 0.49%. PCLG is the cheaper option, by $59 a year on a $10,000 investment.

Which performed better, DWUS or PCLG?

Over the past year DWUS returned +9.69% vs -6.81% for PCLG, so DWUS leads on 1-year performance. Over the longest common window we track (1 years), DWUS annualized +9.00% vs -6.18% for PCLG. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DWUS or PCLG?

DWUS has been the more volatile fund at 19.1% annualized versus 17.9% for PCLG. Worst drawdown: DWUS -14.3% vs PCLG -23.8%.

Should I hold both DWUS and PCLG?

DWUS and PCLG have a monthly-return correlation of 0.50, 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, DWUS or PCLG?

DWUS yields 0.03% while PCLG yields 0.04%, so PCLG currently pays the higher dividend yield.

Is PCLG better than DWUS?

PCLG has a lower expense ratio. DWUS led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.