PCLC vs PGRO

PCLC vs PGRO

Which is better, PCLC or PGRO?

PGRO costs less.

PGRO has a lower expense ratio. PCLC is less concentrated, with 52.1% of the fund in its ten largest positions against 58.8%.

Lower Fees: PGROLess 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

MetricPCLCPGRO
Expense Ratio0.50%0.49%Best
AUM$1M$222M
Dividend Yield0.00%0.02%
Holdings3943
YTD Return+1.32%+7.57%Best
1Y Return-+8.94%
3Y Return (annualized)-+22.58%
5Y Return (annualized)-+11.60%
Top 10 Weight52.1%Best58.8%
Fund FamilyPolen CapitalPutnam Investments
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionMay 18, 2026May 25, 2021

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

PCLC vs PGRO 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 PCLC against instead:PCLC vs SPYPCLC vs QQQPCLC vs VOOPCLC vs VTIPGRO against:PGRO vs VXUS

PCLC vs PGRO Performance

Polen 5Perspectives Large Growth ETF (PCLC) is an ETF from Polen Capital and Putnam Focused Large Cap Growth ETF (PGRO) is an ETF from Putnam Investments. Year to date, PCLC is up 1.32% versus a gain of 7.57% for PGRO.

Past performance does not guarantee future results.

Fees and Cost Over Time

PCLC charges 0.50% per year while PGRO charges 0.49%. On a $10,000 position that is $50 vs $49 annually, a gap of $1 per year that compounds over a long holding period. On income, PCLC currently yields 0.00% against 0.02% for PGRO.

Holdings Overlap

PCLC already in PGRO53.7%
PGRO already in PCLC62.3%

53.7% of PCLC's money is in holdings PGRO also owns. 62.3% of PGRO's money is in holdings PCLC also owns.

The two portfolios partly overlap.

14 positions in common, counted across the 39 positions we hold weights for in PCLC and 40 in PGRO, against full books of 39 and 43.

What only one of them owns

Our book lists 26 positions for PGRO that do not appear in our book for PCLC (37.7% of the fund), and 19 for PCLC that do not appear in PGRO (34.5%).

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 PCLCWeight in PGRODifference
NVDANvidia Corp10.62%14.08%3.46%
GOOGLAlphabet Inc7.38%9.39%2.01%
AAPLApple, Inc2.95%6.38%3.43%
AVGOBroadcom Inc3.64%4.75%1.11%
AMDAdvanced Micro Devices Inc4.95%3.36%1.59%
TSLATesla Inc4.87%2.84%2.03%
MSFTMicrosoft Corp2.58%5.06%2.48%
AMZNAmazon.Com Inc4.61%2.56%2.05%
MUMicron Technology, Inc.2.05%3.52%1.47%
LLYEli Lilly & Co.1.67%3.90%2.23%

62.3% of PGRO 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.

PCLCPGRO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PCLC or PGRO?

PCLC has an expense ratio of 0.50% while PGRO charges 0.49%. PGRO is the cheaper option, by $1 a year on a $10,000 investment.

What is the holdings overlap between PCLC and PGRO?

62.3% of PGRO's money is in holdings PCLC also owns. 62.3% of PGRO's is in holdings PCLC also owns. They hold 14 positions in common, counted across the 39 positions we hold weights for in PCLC and 40 in PGRO.

Which pays a higher dividend, PCLC or PGRO?

PCLC yields 0.00% while PGRO yields 0.02%, so PGRO currently pays the higher dividend yield.

Is PGRO better than PCLC?

PGRO has a lower expense ratio. PCLC is less concentrated, with 52.1% of the fund in its ten largest positions against 58.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.