PCLG vs PLDR

PCLG vs PLDR

Which is better, PCLG or PLDR?

PLDR has been ahead.

PCLG has a lower expense ratio. PLDR led over 1Y.

Lower Fees: PCLGHigher Returns (1Y): PLDR

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

MetricPCLGPLDR
Expense Ratio0.49%Best0.59%
AUM$92M$3M
Dividend Yield0.04%0.35%
Holdings2756
Fund FamilyPolen CapitalPutnam Investments
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionSep 30, 2025May 25, 2021

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 127 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. PCLG has data through Oct 14, 2026 and PLDR through Jun 9, 2026.

Compare PCLG against instead:PCLG vs SPYPCLG vs QQQPCLG vs VOOPCLG vs VTIPLDR against:PLDR vs VXUS

Fees and Cost Over Time

PCLG charges 0.49% per year while PLDR charges 0.59%. On a $10,000 position that is $49 vs $59 annually, a gap of $10 per year that compounds over a long holding period. On income, PCLG currently yields 0.04% against 0.35% for PLDR.

Holdings Overlap

PCLG already in PLDR52.2%

At least 52.2% of PCLG's money is in holdings PLDR also owns.

Stated as a floor: for PLDR, our book for it covers 92.9% 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.

The two holdings books were reported 223 days apart, PCLG as of Oct 8, 2026 and PLDR as of Feb 27, 2026, so some of the difference between them is the time between the two reports rather than the funds.

9 positions in common, counted across the 29 positions we hold weights for in PCLG and 52 in PLDR, against full books of 27 and 56.

Top Shared Holdings

StockWeight in PCLGWeight in PLDRDifference
NVDANvidia Corp7.82%8.17%0.35%
MSFTMicrosoft Corp9.35%4.63%4.72%
AMZNAmazon.Com Inc5.98%4.85%1.13%
AVGOBroadcom Inc6.13%3.58%2.55%
LLYEli Lilly & Co.4.80%2.53%2.27%
MAMastercard Inc5.54%1.78%3.76%
METAMeta Platforms Inc4.38%2.87%1.51%
VVisa Inc Class A5.67%1.46%4.21%
LRCXLrcx Uw Equity2.56%1.04%1.52%

52.2% of PCLG is already inside PLDR.

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

PCLGPLDR

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Frequently Asked Questions

Which is cheaper, PCLG or PLDR?

PCLG has an expense ratio of 0.49% while PLDR charges 0.59%. PCLG is the cheaper option, by $10 a year on a $10,000 investment.

What is the holdings overlap between PCLG and PLDR?

At least 52.2% of PCLG's money is in holdings PLDR also owns. Our book for PLDR is partial, so the real figure is this or higher. They hold 9 positions in common, counted across the 29 positions we hold weights for in PCLG and 52 in PLDR.

Which pays a higher dividend, PCLG or PLDR?

PCLG yields 0.04% while PLDR yields 0.35%, so PLDR currently pays the higher dividend yield.

Is PLDR better than PCLG?

PCLG has a lower expense ratio. PLDR led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.