Compare ETFs
Up to five funds side by side — fees, size, yields, performance, risk, top holdings and sector mix, with a normalized total-return chart.
| Metric |  PCGG Polen Capital Global Growth… |
|---|---|
| Price | 11.57 0.00% |
| Issuer | Polen |
| AUM | $194.7M |
| Expense Ratio | 0.85% |
| Yield (TTM) | — |
| Inception | Aug 30, 2023 |
| Holdings | — |
| Avg Volume | 3.46K |
| YTD | -3.34% |
| 1Y total | -4.14% |
| 3Y total (ann.) | — |
| 5Y total (ann.) | — |
| Volatility 1Y | 16.20% |
| Sharpe 1Y | -0.456 |
| Max drawdown 1Y | -22.70% |
| Beta vs S&P 500 (3Y) | 0.962 |
| Top 10 holdings | TOTAL NET… 50.00% GOOG 3.06% NVDA 2.89% MSFT 2.76% LLY 2.47% V 2.46% TSM 2.42% MA 2.34% AMZN 2.12% AVGO 1.68% |
| Sector mix | Technology 41.42% Financial Services 15.36% Communication Services 14.96% Consumer Cyclical 9.57% Industrials 7.76% Healthcare 7.39% |
Total Return — normalized
Dividend-adjusted daily closes over the last 12 months, normalized to 0% at the range start.
Market data delayed approximately 15–20 minutes unless otherwise indicated. Comparison presents measurable characteristics only — it is not advice about which fund suits anyone.