LRGG vs PCLC
Nomura Focused Large Growth ETF vs Polen 5Perspectives Large Growth ETF
Which is better, LRGG or PCLC?
LRGG costs less.
LRGG has a lower expense ratio. PCLC is less concentrated, with 52.1% of the fund in its ten largest positions against 71.4%.
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 | LRGG | PCLC |
|---|---|---|
| Expense Ratio | 0.44%Best | 0.50% |
| AUM | $295M | $1M |
| Dividend Yield | 0.15% | 0.00% |
| Holdings | 44 | 39 |
| YTD Return | +3.29%Best | +1.32% |
| 1Y Return | +3.58% | - |
| Top 10 Weight | 71.4% | 52.1%Best |
| Fund Family | Nomura Asset Management Co Ltd | Polen Capital |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | May 14, 2024 | May 18, 2026 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
LRGG 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.
LRGG vs PCLC Performance
Nomura Focused Large Growth ETF (LRGG) is an ETF from Nomura Asset Management Co Ltd and Polen 5Perspectives Large Growth ETF (PCLC) is an ETF from Polen Capital. Year to date, LRGG is up 3.29% versus a gain of 1.32% for PCLC.
Past performance does not guarantee future results.
Fees and Cost Over Time
LRGG charges 0.44% per year while PCLC charges 0.50%. On a $10,000 position that is $44 vs $50 annually, a gap of $6 per year that compounds over a long holding period. On income, LRGG currently yields 0.15% against 0.00% for PCLC.
Holdings Overlap
44.3% of LRGG's money is in holdings PCLC also owns. 26.2% of PCLC's money is in holdings LRGG also owns.
The two portfolios partly overlap.
6 positions in common, counted across the 21 positions we hold weights for in LRGG and 39 in PCLC, against full books of 44 and 39.
What only one of them owns
Our book lists 28 positions for PCLC that do not appear in our book for LRGG (65.8% of the fund), and 14 for LRGG that do not appear in PCLC (52.6%).
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 LRGG | Weight in PCLC | Difference |
|---|---|---|---|
| NVDANvidia Corp | 17.15% | 10.62% | 6.53% |
| MSFTMicrosoft Corp | 9.02% | 2.58% | 6.44% |
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 6.23% | 4.01% | 2.22% |
| AAPLApple, Inc | 6.88% | 2.95% | 3.93% |
| AMZNAmazon.Com Inc | 3.49% | 4.61% | 1.12% |
| ASL:ASAsml Holding Nv Unsponsored Adr Ordinary Shares | 1.53% | 1.47% | 0.06% |
44.3% of LRGG 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LRGG or PCLC?
LRGG has an expense ratio of 0.44% while PCLC charges 0.50%. LRGG is the cheaper option, by $6 a year on a $10,000 investment.
What is the holdings overlap between LRGG and PCLC?
44.3% of LRGG's money is in holdings PCLC also owns. 26.2% of PCLC's is in holdings LRGG also owns. They hold 6 positions in common, counted across the 21 positions we hold weights for in LRGG and 39 in PCLC.
Which pays a higher dividend, LRGG or PCLC?
LRGG yields 0.15% while PCLC yields 0.00%, so LRGG currently pays the higher dividend yield.
Is PCLC better than LRGG?
LRGG has a lower expense ratio. PCLC is less concentrated, with 52.1% of the fund in its ten largest positions against 71.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.