PCLC vs VYM

PCLC vs VYM

Which is better, PCLC or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 55.6%.

Lower Fees: VYMLess Concentrated: VYM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricPCLCVYM
Expense Ratio0.50%0.04%Best
AUM$1M$81.6B
Dividend Yield0.00%2.22%
Holdings39613
YTD Return+0.79%+13.08%Best
1Y Return-+17.46%
3Y Return (annualized)-+17.73%
5Y Return (annualized)-+12.22%
Top 10 Weight55.6%26.1%Best
Fund FamilyPolen CapitalVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionMay 18, 2026Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

PCLC vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

PCLC vs VYM Performance

Polen 5Perspectives Large Growth ETF (PCLC) is an ETF from Polen Capital and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, PCLC is up 0.79% versus a gain of 13.08% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

PCLC charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, PCLC currently yields 0.00% against 2.22% for VYM.

Holdings Overlap

PCLC already in VYM8.2%
VYM already in PCLC9.4%

8.2% of PCLC's money is in holdings VYM also owns. 9.4% of VYM's money is in holdings PCLC also owns.

VYM and PCLC share little of their money.

4 positions in common, counted across the 39 positions we hold weights for in PCLC and 557 in VYM, against full books of 39 and 613.

What only one of them owns

Our book lists 524 positions for VYM that do not appear in our book for PCLC (87.7% of the fund), and 28 for PCLC that do not appear in VYM (76.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in PCLCWeight in VYMDifference
AVGOBroadcom Inc3.36%7.35%3.99%
GSGoldman Sachs Group Inc/The2.83%1.13%1.70%
DELLDell Technologies Inc1.28%0.50%0.78%
BKBank Of New York Mellon Corp0.74%0.44%0.30%

You are not choosing between two funds in isolation.

Whichever of PCLC and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

PCLCVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PCLC or VYM?

PCLC has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option, by $46 a year on a $10,000 investment.

What is the holdings overlap between PCLC and VYM?

9.4% of VYM's money is in holdings PCLC also owns. 9.4% of VYM's is in holdings PCLC also owns. They hold 4 positions in common, counted across the 39 positions we hold weights for in PCLC and 557 in VYM.

Which pays a higher dividend, PCLC or VYM?

PCLC yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than PCLC?

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 55.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.