PCCE vs VYM
PCCE vs VYM
Polen Capital China Growth ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | PCCE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.04% | |
| AUM | $2M | $79.0B | |
| Dividend Yield | 2.41% | 2.86% | |
| Holdings | 40 | 568 | |
| YTD Return | -4.54% | +15.80% | |
| 1Y Return | +0.51% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 20.2% | 14.6% | |
| Max Drawdown | -26.4% | -58.8% | |
| Fund Family | iMGP Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 14, 2024 | Nov 10, 2006 |
PCCE vs VYM Performance
Polen Capital China Growth ETF (PCCE) is a ETF from iMGP Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year PCCE returned +0.51% while VYM returned +26.12%. Year to date, PCCE is down 4.54% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
PCCE has been the more volatile fund, with annualized monthly volatility of 20.2% compared with 14.6% for VYM. 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 -58.8% for VYM. 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 0.17. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
PCCE charges 1.00% per year while VYM charges 0.04%. On a $10,000 position that is $100 vs $4 annually, a gap of $96 per year that compounds over a long holding period. On income, PCCE currently yields 2.41% against 2.86% for VYM.
Holdings Overlap
PCCE and VYM share 0 holdings out of 593 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 VYM?
PCCE has an expense ratio of 1.00% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $96 per year of difference.
Which performed better, PCCE or VYM?
Over the past year PCCE returned +0.51% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), PCCE annualized +13.32% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, PCCE or VYM?
PCCE has been the more volatile fund at 20.2% annualized versus 14.6% for VYM. Worst drawdown: PCCE -26.4% vs VYM -58.8%.
Should I hold both PCCE and VYM?
PCCE and VYM have a monthly-return correlation of 0.17, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between PCCE and VYM?
PCCE and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 593 unique securities.
Which pays a higher dividend, PCCE or VYM?
PCCE yields 2.41% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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