NUGO vs PCLC
Nuveen Growth Opportunities ETF vs Polen 5Perspectives Large Growth ETF
Which is better, NUGO or PCLC?
NUGO and PCLC are close on what we can measure.
PCLC is less concentrated, with 52.1% of the fund in its ten largest positions against 61.9%.
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 | NUGO | PCLC |
|---|---|---|
| Expense Ratio | 0.50%Tie | 0.50%Tie |
| AUM | $2.5B | $1M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 46 | 39 |
| YTD Return | +9.42%Best | +1.32% |
| 1Y Return | +11.31% | - |
| 3Y Return (annualized) | +23.57% | - |
| 5Y Return (annualized) | +12.11% | - |
| Top 10 Weight | 61.9% | 52.1%Best |
| Fund Family | Nuveen | Polen Capital |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Sep 27, 2021 | May 18, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
NUGO 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.
NUGO vs PCLC Performance
Nuveen Growth Opportunities ETF (NUGO) is an ETF from Nuveen and Polen 5Perspectives Large Growth ETF (PCLC) is an ETF from Polen Capital. Year to date, NUGO is up 9.42% versus a gain of 1.32% for PCLC.
Past performance does not guarantee future results.
Fees and Cost Over Time
NUGO charges 0.50% per year while PCLC charges 0.50%. On a $10,000 position that is $50 vs $50 annually. On income, NUGO currently yields 0.00% against 0.00% for PCLC.
Holdings Overlap
69.9% of NUGO's money is in holdings PCLC also owns. 57.8% of PCLC's money is in holdings NUGO also owns.
The two portfolios partly overlap.
16 positions in common, counted across the 43 positions we hold weights for in NUGO and 39 in PCLC, against full books of 46 and 39.
What only one of them owns
Measured across the 43 and 39 positions we hold weights for.
PCLC holds 16 positions NUGO does not, 28.8% of the fund.
Largest: SPCX 4.37%, CVNA 4.16%, GS 2.85%, INTC 2.84%, YNDX 2.35%
Top Shared Holdings
| Stock | Weight in NUGO | Weight in PCLC | Difference |
|---|---|---|---|
| NVDANvidia Corp | 15.71% | 10.62% | 5.09% |
| GOOGLAlphabet Inc | 10.15% | 7.38% | 2.77% |
| AAPLApple, Inc | 7.05% | 2.95% | 4.10% |
| MSFTMicrosoft Corp | 7.15% | 2.58% | 4.57% |
| AVGOBroadcom Inc | 5.98% | 3.64% | 2.34% |
| AMDAdvanced Micro Devices Inc | 3.05% | 4.95% | 1.90% |
| TSLATesla Inc | 2.24% | 4.87% | 2.63% |
| AMZNAmazon.Com Inc | 1.90% | 4.61% | 2.71% |
| LLYEli Lilly & Co. | 3.86% | 1.67% | 2.19% |
| PLTRPalantir Technologies Inc | 1.83% | 3.47% | 1.64% |
69.9% of NUGO 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.
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Frequently Asked Questions
Which is cheaper, NUGO or PCLC?
NUGO has an expense ratio of 0.50% while PCLC charges 0.50%. At the precision these are quoted to, they cost the same.
What is the holdings overlap between NUGO and PCLC?
69.9% of NUGO's money is in holdings PCLC also owns. 57.8% of PCLC's is in holdings NUGO also owns. They hold 16 positions in common, counted across the 43 positions we hold weights for in NUGO and 39 in PCLC.
Which pays a higher dividend, NUGO or PCLC?
NUGO yields 0.00% while PCLC yields 0.00%, so PCLC currently pays the higher dividend yield.
Is PCLC better than NUGO?
PCLC is less concentrated, with 52.1% of the fund in its ten largest positions against 61.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.