KOOL vs PCLG
North Shore Equity Rotation ETF vs Polen Focus Growth ETF
Which is better, KOOL or PCLG?
KOOL has been ahead.
PCLG has a lower expense ratio. KOOL led over 1Y and the full window. KOOL is less concentrated, with 42.8% of the fund in its ten largest positions against 62.6%.
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 | KOOL | PCLG |
|---|---|---|
| Expense Ratio | 0.93% | 0.49%Best |
| AUM | $60M | $92M |
| Dividend Yield | 0.43% | 0.04% |
| Holdings | 42 | 27 |
| YTD Return | +15.54%Best | -5.60% |
| 1Y Return | +16.89%Best | -8.10% |
| Volatility (annualized) | 12.2%Best | 17.7% |
| Max Drawdown | -7.2%Best | -23.8% |
| $10,000 over 1 years | $11,609Best | $9,249 |
| Top 10 Weight | 42.8%Best | 62.6% |
| Fund Family | North Shore Indices | Polen Capital |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Apr 1, 2024 | Sep 30, 2025 |
Not shown on this pair: 3Y Return (annualized), 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).
KOOL 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.
KOOL vs PCLG Performance
North Shore Equity Rotation ETF (KOOL) is an ETF from North Shore Indices and Polen Focus Growth ETF (PCLG) is an ETF from Polen Capital. Over the past year KOOL returned +16.89% while PCLG returned -8.10%. Year to date, KOOL is up 15.54% 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 12.2% for KOOL. 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 -7.2% for KOOL 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 0.61. They move together some of the time, and apart the rest.
Fees and Cost Over Time
KOOL charges 0.93% per year while PCLG charges 0.49%. On a $10,000 position that is $93 vs $49 annually, a gap of $44 per year that compounds over a long holding period. On income, KOOL currently yields 0.43% against 0.04% for PCLG.
Holdings Overlap
26.1% of KOOL's money is in holdings PCLG also owns. 36.8% of PCLG's money is in holdings KOOL also owns.
The two portfolios partly overlap.
7 positions in common, counted across the 44 positions we hold weights for in KOOL and 29 in PCLG, against full books of 42 and 27.
What only one of them owns
Our book lists 17 positions for PCLG that do not appear in our book for KOOL (54.1% of the fund), and 33 for KOOL that do not appear in PCLG (66.9%).
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.
36.8% of PCLG is already inside KOOL.
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, KOOL or PCLG?
KOOL has an expense ratio of 0.93% while PCLG charges 0.49%. PCLG is the cheaper option, by $44 a year on a $10,000 investment.
Which performed better, KOOL or PCLG?
Over the past year KOOL returned +16.89% vs -8.10% for PCLG, so KOOL leads on 1-year performance. Over the longest common window we track (1 years), KOOL annualized +16.09% vs -7.51% for PCLG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, KOOL or PCLG?
PCLG has been the more volatile fund at 17.7% annualized versus 12.2% for KOOL. Worst drawdown: KOOL -7.2% vs PCLG -23.8%.
Should I hold both KOOL and PCLG?
KOOL and PCLG have a monthly-return correlation of 0.61, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between KOOL and PCLG?
36.8% of PCLG's money is in holdings KOOL also owns. 36.8% of PCLG's is in holdings KOOL also owns. They hold 7 positions in common, counted across the 44 positions we hold weights for in KOOL and 29 in PCLG.
Which pays a higher dividend, KOOL or PCLG?
KOOL yields 0.43% while PCLG yields 0.04%, so KOOL currently pays the higher dividend yield.
Is PCLG better than KOOL?
PCLG has a lower expense ratio. KOOL led over 1Y and the full window. KOOL is less concentrated, with 42.8% of the fund in its ten largest positions against 62.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.