IWF vs PCLC
iShares Russell 1000 Growth ETF vs Polen 5Perspectives Large Growth ETF
Which is better, IWF or PCLC?
IWF costs less.
IWF has a lower expense ratio. PCLC is less concentrated, with 52.1% of the fund in its ten largest positions against 57.4%.
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 | IWF | PCLC |
|---|---|---|
| Expense Ratio | 0.18%Best | 0.50% |
| AUM | $129.6B | $1M |
| Dividend Yield | 0.34% | 0.00% |
| Holdings | 370 | 39 |
| YTD Return | +5.65%Best | +1.32% |
| 1Y Return | +7.28% | - |
| 3Y Return (annualized) | +22.37% | - |
| 5Y Return (annualized) | +12.59% | - |
| Top 10 Weight | 57.4% | 52.1%Best |
| Fund Family | iShares by BlackRock (US) | Polen Capital |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | May 22, 2000 | May 18, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
IWF 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.
IWF vs PCLC Performance
iShares Russell 1000 Growth ETF (IWF) is an ETF from iShares by BlackRock (US) and Polen 5Perspectives Large Growth ETF (PCLC) is an ETF from Polen Capital. Year to date, IWF is up 5.65% versus a gain of 1.32% for PCLC.
Past performance does not guarantee future results.
Fees and Cost Over Time
IWF charges 0.18% per year while PCLC charges 0.50%. On a $10,000 position that is $18 vs $50 annually, a gap of $32 per year that compounds over a long holding period. On income, IWF currently yields 0.34% against 0.00% for PCLC.
Holdings Overlap
58.5% of IWF's money is in holdings PCLC also owns. 78.5% of PCLC's money is in holdings IWF also owns.
Most of PCLC is already inside IWF. Owning both mostly buys the same companies twice.
29 positions in common, counted across the 372 positions we hold weights for in IWF and 39 in PCLC, against full books of 370 and 39.
What only one of them owns
Our book lists 3 positions for PCLC that do not appear in our book for IWF (8.0% of the fund), and 273 for IWF that do not appear in PCLC (41.1%).
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 IWF | Weight in PCLC | Difference |
|---|---|---|---|
| NVDANvidia Corp | 15.77% | 10.62% | 5.15% |
| GOOGLAlphabet Inc | 5.77% | 7.38% | 1.61% |
| AAPLApple, Inc | 7.58% | 2.95% | 4.63% |
| AVGOBroadcom Inc | 4.68% | 3.64% | 1.04% |
| MSFTMicrosoft Corp | 5.58% | 2.58% | 3.00% |
| TSLATesla Inc | 3.03% | 4.87% | 1.84% |
| AMDAdvanced Micro Devices Inc | 2.93% | 4.95% | 2.02% |
| MUMicron Technology, Inc. | 3.62% | 2.05% | 1.57% |
| AMZNAmazon.Com Inc | 0.59% | 4.61% | 4.02% |
| PLTRPalantir Technologies Inc | 1.24% | 3.47% | 2.23% |
78.5% of PCLC is already inside IWF.
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, IWF or PCLC?
IWF has an expense ratio of 0.18% while PCLC charges 0.50%. IWF is the cheaper option, by $32 a year on a $10,000 investment.
What is the holdings overlap between IWF and PCLC?
78.5% of PCLC's money is in holdings IWF also owns. 78.5% of PCLC's is in holdings IWF also owns. They hold 29 positions in common, counted across the 372 positions we hold weights for in IWF and 39 in PCLC.
Which pays a higher dividend, IWF or PCLC?
IWF yields 0.34% while PCLC yields 0.00%, so IWF currently pays the higher dividend yield.
Is PCLC better than IWF?
IWF has a lower expense ratio. PCLC is less concentrated, with 52.1% of the fund in its ten largest positions against 57.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.