FLCG vs PCLC

FLCG vs PCLC

Which is better, FLCG or PCLC?

FLCG costs less.

FLCG has a lower expense ratio. PCLC is less concentrated, with 52.1% of the fund in its ten largest positions against 56.5%.

Lower Fees: FLCGLess 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

MetricFLCGPCLC
Expense Ratio0.39%Best0.50%
AUM$687M$1M
Dividend Yield0.04%0.00%
Holdings20839
YTD Return+7.29%Best+1.32%
1Y Return+9.89%-
Top 10 Weight56.5%52.1%Best
Fund FamilyFederated HermesPolen Capital
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionJul 30, 2024May 18, 2026

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

FLCG 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 FLCG against instead:FLCG vs SPYFLCG vs QQQFLCG vs VOOFLCG vs VTIPCLC against:PCLC vs VXUS

FLCG vs PCLC Performance

Federated Hermes MDT Large Cap Growth ETF (FLCG) is an ETF from Federated Hermes and Polen 5Perspectives Large Growth ETF (PCLC) is an ETF from Polen Capital. Year to date, FLCG is up 7.29% versus a gain of 1.32% for PCLC.

Past performance does not guarantee future results.

Fees and Cost Over Time

FLCG charges 0.39% per year while PCLC charges 0.50%. On a $10,000 position that is $39 vs $50 annually, a gap of $11 per year that compounds over a long holding period. On income, FLCG currently yields 0.04% against 0.00% for PCLC.

Holdings Overlap

FLCG already in PCLC63.3%
PCLC already in FLCG61.8%

63.3% of FLCG's money is in holdings PCLC also owns. 61.8% of PCLC's money is in holdings FLCG also owns.

The two portfolios partly overlap.

19 positions in common, counted across the 100 positions we hold weights for in FLCG and 39 in PCLC, against full books of 208 and 39.

What only one of them owns

Our book lists 13 positions for PCLC that do not appear in our book for FLCG (24.8% of the fund), and 76 for FLCG that do not appear in PCLC (35.9%).

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 FLCGWeight in PCLCDifference
NVDANvidia Corp15.20%10.62%4.58%
GOOGLAlphabet Inc11.70%7.38%4.32%
AAPLApple, Inc7.97%2.95%5.02%
TSLATesla Inc3.00%4.87%1.87%
MSFTMicrosoft Corp4.54%2.58%1.96%
AVGOBroadcom Inc3.10%3.64%0.54%
AMDAdvanced Micro Devices Inc1.26%4.95%3.69%
AMZNAmazon.Com Inc0.61%4.61%4.00%
CRWDCrowdstrike Holdings Inc2.73%2.47%0.26%
MUMicron Technology, Inc.2.76%2.05%0.71%

63.3% of FLCG 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.

FLCGPCLC

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Frequently Asked Questions

Which is cheaper, FLCG or PCLC?

FLCG has an expense ratio of 0.39% while PCLC charges 0.50%. FLCG is the cheaper option, by $11 a year on a $10,000 investment.

What is the holdings overlap between FLCG and PCLC?

63.3% of FLCG's money is in holdings PCLC also owns. 61.8% of PCLC's is in holdings FLCG also owns. They hold 19 positions in common, counted across the 100 positions we hold weights for in FLCG and 39 in PCLC.

Which pays a higher dividend, FLCG or PCLC?

FLCG yields 0.04% while PCLC yields 0.00%, so FLCG currently pays the higher dividend yield.

Is PCLC better than FLCG?

FLCG has a lower expense ratio. PCLC is less concentrated, with 52.1% of the fund in its ten largest positions against 56.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.