PCCE vs VTI
Polen Capital China Growth ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | PCCE | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.03% | |
| AUM | $2M | $663.5B | |
| Dividend Yield | 2.41% | 1.07% | |
| Holdings | 40 | 3,543 | |
| YTD Return | -4.54% | +14.20% | |
| 1Y Return | +0.51% | +24.16% | |
| 3Y Return (annualized) | - | +21.12% | |
| 5Y Return (annualized) | - | +12.37% | |
| Volatility (annualized) | 20.2% | 15.3% | |
| Max Drawdown | -26.4% | -56.6% | |
| Fund Family | iMGP Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 14, 2024 | May 24, 2001 |
PCCE vs VTI Performance
Polen Capital China Growth ETF (PCCE) is a ETF from iMGP Funds and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year PCCE returned +0.51% while VTI returned +24.16%. Year to date, PCCE is down 4.54% versus a gain of 14.20% for VTI.
Risk: Volatility and Drawdowns
PCCE has been the more volatile fund, with annualized monthly volatility of 20.2% compared with 15.3% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -26.4% for PCCE and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.16. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
PCCE charges 1.00% per year while VTI charges 0.03%. On a $10,000 position that is $100 vs $3 annually, a gap of $97 per year that compounds over a long holding period. On income, PCCE currently yields 2.41% against 1.07% for VTI.
Holdings Overlap
PCCE and VTI share 0 holdings out of 2818 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, PCCE or VTI?
PCCE has an expense ratio of 1.00% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, PCCE or VTI?
Over the past year PCCE returned +0.51% vs +24.16% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), PCCE annualized +13.32% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, PCCE or VTI?
PCCE has been the more volatile fund at 20.2% annualized versus 15.3% for VTI. Worst drawdown: PCCE -26.4% vs VTI -56.6%.
Should I hold both PCCE and VTI?
PCCE and VTI have a monthly-return correlation of 0.16, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between PCCE and VTI?
PCCE and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2818 unique securities.
Which pays a higher dividend, PCCE or VTI?
PCCE yields 2.41% while VTI yields 1.07%, so PCCE currently pays the higher dividend yield.
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