PCLC vs XOVR

PCLC vs XOVR

Which is better, PCLC or XOVR?

PCLC costs less.

PCLC has a lower expense ratio.

Lower Fees: 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

MetricPCLCXOVR
Expense Ratio0.50%Best1.81%
AUM$1M$1.5B
Dividend Yield0.00%0.00%
Holdings3933
YTD Return+1.32%+6.41%Best
1Y Return-+1.58%
3Y Return (annualized)-+22.10%
5Y Return (annualized)-+5.66%
Fund FamilyPolen CapitalERShares
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionMay 18, 2026Nov 7, 2017

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

PCLC vs XOVR 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 VTIXOVR against:XOVR vs VXUS

PCLC vs XOVR Performance

Polen 5Perspectives Large Growth ETF (PCLC) is an ETF from Polen Capital and ERShares Private-Public Crossover ETF (XOVR) is an ETF from ERShares. Year to date, PCLC is up 1.32% versus a gain of 6.41% for XOVR.

Past performance does not guarantee future results.

Fees and Cost Over Time

PCLC charges 0.50% per year while XOVR charges 1.81%. On a $10,000 position that is $50 vs $181 annually, a gap of $131 per year that compounds over a long holding period. On income, PCLC currently yields 0.00% against 0.00% for XOVR.

Holdings Overlap

PCLC already in XOVR31.1%

At least 31.1% of PCLC's money is in holdings XOVR also owns.

Stated as a floor: for XOVR, our book for it covers 77.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

7 positions in common, counted across the 39 positions we hold weights for in PCLC and 30 in XOVR, against full books of 39 and 33.

Top Shared Holdings

StockWeight in PCLCWeight in XOVRDifference
NVDANvidia Corp10.62%9.73%0.89%
GOOGLAlphabet Inc7.38%5.74%1.64%
SPCXSpace Exploration Technologies4.37%2.44%1.93%
ANETArista Networks Inc Common Stock2.20%2.97%0.77%
PLTRPalantir Technologies Inc3.47%1.19%2.28%
HOODRobinhood Markets Inc - A0.98%3.34%2.36%
MUMicron Technology, Inc.2.05%1.70%0.35%

31.1% of PCLC is already inside XOVR.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

PCLCXOVR

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Frequently Asked Questions

Which is cheaper, PCLC or XOVR?

PCLC has an expense ratio of 0.50% while XOVR charges 1.81%. PCLC is the cheaper option, by $131 a year on a $10,000 investment.

What is the holdings overlap between PCLC and XOVR?

At least 31.1% of PCLC's money is in holdings XOVR also owns. Our book for XOVR is partial, so the real figure is this or higher. They hold 7 positions in common, counted across the 39 positions we hold weights for in PCLC and 30 in XOVR.

Which pays a higher dividend, PCLC or XOVR?

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

Is XOVR better than PCLC?

PCLC has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.