PCLG vs SCHD
Polen Focus Growth ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | PCLG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.06% | |
| AUM | $81M | $103.7B | |
| Dividend Yield | 0.04% | 3.31% | |
| Holdings | 26 | 104 | |
| YTD Return | -3.76% | +25.58% | |
| 1Y Return | - | +31.06% | |
| 3Y Return (annualized) | - | +15.55% | |
| 5Y Return (annualized) | - | +9.61% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -23.8% | -33.4% | |
| Fund Family | Polen Capital | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 30, 2025 | Oct 20, 2011 |
PCLG vs SCHD Performance
Polen Focus Growth ETF (PCLG) is a ETF from Polen Capital and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, PCLG is down 3.76% versus a gain of 25.58% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -23.8% for PCLG and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
PCLG charges 0.49% per year while SCHD charges 0.06%. On a $10,000 position that is $49 vs $6 annually, a gap of $43 per year that compounds over a long holding period. On income, PCLG currently yields 0.04% against 3.31% for SCHD.
Holdings Overlap
PCLG and SCHD share 1 holdings out of 125 unique holdings combined, representing a 1.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in PCLG | Weight in SCHD | Difference |
|---|---|---|---|
| ACN | 1.79% | 2.24% | 0.45% |
Frequently Asked Questions
Which is cheaper, PCLG or SCHD?
PCLG has an expense ratio of 0.49% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $43 per year of difference.
What is the holdings overlap between PCLG and SCHD?
PCLG and SCHD share 1 common holdings with a 1.8% weight overlap. Combined, they hold 125 unique securities.
Which pays a higher dividend, PCLG or SCHD?
PCLG yields 0.04% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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