PCFI vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricPCFIVXUSWinner
Expense Ratio0.49%0.05%
AUM$8M$156.5B
Dividend Yield9.51%2.60%
Holdings1248,747
YTD Return+1.09%+14.57%
1Y Return-0.65%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)4.5%15.1%
Max Drawdown-4.0%-39.9%
Fund FamilyPolen CapitalVanguard (US)
CategoryFixed IncomeEquity
InceptionMar 24, 2025Jan 26, 2011

PCFI vs VXUS Performance

Polen Floating Rate Income ETF (PCFI) is a ETF from Polen Capital and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year PCFI returned -0.65% while VXUS returned +27.82%. Year to date, PCFI is up 1.09% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 4.5% for PCFI. 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 -4.0% for PCFI and -39.9% for VXUS. 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 0.08. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PCFI charges 0.49% per year while VXUS charges 0.05%. On a $10,000 position that is $49 vs $5 annually, a gap of $44 per year that compounds over a long holding period. On income, PCFI currently yields 9.51% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

PCFI and VXUS share 0 holdings out of 7882 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, PCFI or VXUS?

PCFI has an expense ratio of 0.49% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $44 per year of difference.

Which performed better, PCFI or VXUS?

Over the past year PCFI returned -0.65% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (1 years), PCFI annualized +1.98% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, PCFI or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 4.5% for PCFI. Worst drawdown: PCFI -4.0% vs VXUS -39.9%.

Should I hold both PCFI and VXUS?

PCFI and VXUS have a monthly-return correlation of 0.08, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PCFI and VXUS?

PCFI and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7882 unique securities.

Which pays a higher dividend, PCFI or VXUS?

PCFI yields 9.51% while VXUS yields 2.60%, so PCFI currently pays the higher dividend yield.

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