PCGG vs VYM
Polen Capital Global 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 | PCGG | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.04% | |
| AUM | - | $79.0B | |
| Dividend Yield | 0.00% | 2.86% | |
| Holdings | 37 | 568 | |
| YTD Return | -2.61% | +16.10% | |
| 1Y Return | -4.30% | +25.99% | |
| 3Y Return (annualized) | +4.80% | +18.29% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 15.1% | 14.6% | |
| Max Drawdown | -22.7% | -58.8% | |
| Fund Family | iMGP Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 30, 2023 | Nov 10, 2006 |
PCGG vs VYM Performance
Polen Capital Global Growth ETF (PCGG) is a ETF from iMGP Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year PCGG returned -4.30% while VYM returned +25.99%. Year to date, PCGG is down 2.61% versus a gain of 16.10% for VYM.
Over three years, PCGG compounded at +4.80% per year against +18.29% for VYM. Across the full 3-year window we track, VYM has the edge at +7.08% annualized vs +4.80%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PCGG has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -22.7% for PCGG 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
PCGG charges 0.85% per year while VYM charges 0.04%. On a $10,000 position that is $85 vs $4 annually, a gap of $81 per year that compounds over a long holding period. On income, PCGG currently yields 0.00% against 2.86% for VYM.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, PCGG or VYM?
PCGG has an expense ratio of 0.85% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $81 per year of difference.
Which performed better, PCGG or VYM?
Over the past year PCGG returned -4.30% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), PCGG annualized +4.80% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, PCGG or VYM?
PCGG has been the more volatile fund at 15.1% annualized versus 14.6% for VYM. Worst drawdown: PCGG -22.7% vs VYM -58.8%.
Should I hold both PCGG and VYM?
PCGG and VYM have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between PCGG and VYM?
PCGG and VYM share 2 common holdings with a 6.7% weight overlap. Combined, they hold 588 unique securities.
Which pays a higher dividend, PCGG or VYM?
PCGG yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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