PCGG vs QQQ
Polen Capital Global Growth ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | PCGG | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.18% | |
| AUM | - | $496.3B | |
| Dividend Yield | 0.00% | 0.44% | |
| Holdings | 37 | 108 | |
| YTD Return | -2.61% | +16.23% | |
| 1Y Return | -4.89% | +26.23% | |
| 3Y Return (annualized) | +4.79% | +25.75% | |
| 5Y Return (annualized) | - | +14.78% | |
| Volatility (annualized) | 15.1% | 30.6% | |
| Max Drawdown | -22.7% | -83.0% | |
| Fund Family | iMGP Funds | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Aug 30, 2023 | Mar 10, 1999 |
PCGG vs QQQ Performance
Polen Capital Global Growth ETF (PCGG) is a ETF from iMGP Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year PCGG returned -4.89% while QQQ returned +26.23%. Year to date, PCGG is down 2.61% versus a gain of 16.23% for QQQ.
Over three years, PCGG compounded at +4.79% per year against +25.75% for QQQ. Across the full 3-year window we track, QQQ has the edge at +13.02% annualized vs +4.79%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 15.1% for PCGG. 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 -22.7% for PCGG and -83.0% for QQQ. 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
PCGG charges 0.85% per year while QQQ charges 0.18%. On a $10,000 position that is $85 vs $18 annually, a gap of $67 per year that compounds over a long holding period. On income, PCGG currently yields 0.00% against 0.44% for QQQ.
Holdings Overlap
PCGG and QQQ share 11 holdings out of 126 unique holdings combined, representing a 25.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, PCGG or QQQ?
PCGG has an expense ratio of 0.85% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $67 per year of difference.
Which performed better, PCGG or QQQ?
Over the past year PCGG returned -4.89% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), PCGG annualized +4.79% vs +13.02% for QQQ. Past performance does not guarantee future results.
Which is riskier, PCGG or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 15.1% for PCGG. Worst drawdown: PCGG -22.7% vs QQQ -83.0%.
Should I hold both PCGG and QQQ?
PCGG and QQQ have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between PCGG and QQQ?
PCGG and QQQ share 11 common holdings with a 25.0% weight overlap. Combined, they hold 126 unique securities.
Which pays a higher dividend, PCGG or QQQ?
PCGG yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
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