FBCG vs PCLC

FBCG vs PCLC

Which is better, FBCG 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 57.5%.

Lower Fees: PCLCLess Concentrated: PCLC

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

MetricFBCGPCLC
Expense Ratio0.57%0.50%Best
AUM$7.6B$1M
Dividend Yield0.03%0.00%
Holdings24539
YTD Return+12.59%Best+1.32%
1Y Return+17.09%-
3Y Return (annualized)+27.54%-
5Y Return (annualized)+13.04%-
Top 10 Weight57.5%52.1%Best
Fund FamilyFidelity Investments (US)Polen Capital
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionJun 2, 2020May 18, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

FBCG 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.

Compare FBCG against instead:FBCG vs SPYFBCG vs QQQFBCG vs VOOFBCG vs VTIPCLC against:PCLC vs VXUS

FBCG vs PCLC Performance

Fidelity Blue Chip Growth ETF (FBCG) is an ETF from Fidelity Investments (US) and Polen 5Perspectives Large Growth ETF (PCLC) is an ETF from Polen Capital. Year to date, FBCG is up 12.59% versus a gain of 1.32% for PCLC.

Past performance does not guarantee future results.

Fees and Cost Over Time

FBCG charges 0.57% per year while PCLC charges 0.50%. On a $10,000 position that is $57 vs $50 annually, a gap of $7 per year that compounds over a long holding period. On income, FBCG currently yields 0.03% against 0.00% for PCLC.

Holdings Overlap

FBCG already in PCLC63.9%
PCLC already in FBCG88.5%

63.9% of FBCG's money is in holdings PCLC also owns. 88.5% of PCLC's money is in holdings FBCG also owns.

Most of PCLC is already inside FBCG. Owning both mostly buys the same companies twice.

31 positions in common, counted across the 200 positions we hold weights for in FBCG and 39 in PCLC, against full books of 245 and 39.

What only one of them owns

Our book lists 5 positions for PCLC that do not appear in our book for FBCG (6.5% of the fund), and 154 for FBCG that do not appear in PCLC (33.9%).

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

StockWeight in FBCGWeight in PCLCDifference
NVDANvidia Corp15.68%10.62%5.06%
GOOGLAlphabet Inc8.64%7.38%1.26%
AAPLApple, Inc9.22%2.95%6.27%
AMZNAmazon.Com Inc4.97%4.61%0.36%
MSFTMicrosoft Corp5.56%2.58%2.98%
AVGOBroadcom Inc4.11%3.64%0.47%
TSLATesla Inc1.47%4.87%3.40%
AMDAdvanced Micro Devices Inc1.26%4.95%3.69%
2330:TWTaiwan Semiconductor Manufacturing Co Ltd1.13%4.01%2.88%
SPCXSpace Exploration Technologies0.58%4.37%3.79%

88.5% of PCLC is already inside FBCG.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

FBCGPCLC

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Frequently Asked Questions

Which is cheaper, FBCG or PCLC?

FBCG has an expense ratio of 0.57% while PCLC charges 0.50%. PCLC is the cheaper option, by $7 a year on a $10,000 investment.

What is the holdings overlap between FBCG and PCLC?

88.5% of PCLC's money is in holdings FBCG also owns. 88.5% of PCLC's is in holdings FBCG also owns. They hold 31 positions in common, counted across the 200 positions we hold weights for in FBCG and 39 in PCLC.

Which pays a higher dividend, FBCG or PCLC?

FBCG yields 0.03% while PCLC yields 0.00%, so FBCG currently pays the higher dividend yield.

Is PCLC better than FBCG?

PCLC has a lower expense ratio. PCLC is less concentrated, with 52.1% of the fund in its ten largest positions against 57.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.