PCLG vs VOO

PCLG vs VOO

Which is better, PCLG or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 64.7%.

Lower Fees: VOOHigher Returns (1Y): VOOLess Concentrated: VOO

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

MetricPCLGVOO
Expense Ratio0.49%0.03%Best
AUM$92M$997.4B
Dividend Yield0.04%1.04%
Holdings27509
YTD Return-8.32%+11.55%Best
1Y Return-10.44%+17.54%Best
3Y Return (annualized)-+20.71%
5Y Return (annualized)-+12.80%
Volatility (annualized)18.6%13.4%Best
Top 10 Weight64.7%36.4%Best
Fund FamilyPolen CapitalVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionSep 30, 2025Sep 7, 2010

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

PCLG vs VOO 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.

PCLG vs VOO Performance

Polen Focus Growth ETF (PCLG) is an ETF from Polen Capital and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year PCLG returned -10.44% while VOO returned +17.54%. Year to date, PCLG is down 8.32% versus a gain of 11.55% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PCLG has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 13.4% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

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

PCLG charges 0.49% per year while VOO charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, PCLG currently yields 0.04% against 1.04% for VOO.

Holdings Overlap

PCLG already in VOO91.4%
VOO already in PCLG29.1%

91.4% of PCLG's money is in holdings VOO also owns. 29.1% of VOO's money is in holdings PCLG also owns.

Most of PCLG is already inside VOO. Owning both mostly buys the same companies twice.

23 positions in common, counted across the 27 positions we hold weights for in PCLG and 505 in VOO, against full books of 27 and 509.

What only one of them owns

Our book lists 473 positions for VOO that do not appear in our book for PCLG (70.4% of the fund), and 1 for PCLG that do not appear in VOO (1.6%).

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 PCLGWeight in VOODifference
NVDANvidia Corp.6.95%7.51%0.56%
MSFTMicrosoft Corp 4.100 Feb 06 377.63%4.30%3.33%
AVGOBroadcom Inc6.88%2.77%4.11%
AMZNAmazon.Com Inc5.83%3.62%2.21%
LLYEli Lilly & Co.7.72%1.47%6.25%
GOOGAlphabet Inc6.55%2.59%3.96%
VVisa Inc6.08%0.87%5.21%
MAMastercard Inc5.73%0.64%5.09%
NOWServicenow, Inc.6.05%0.16%5.89%
ORCLOracle Corp.4.21%0.39%3.82%

91.4% of PCLG is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

PCLGVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PCLG or VOO?

PCLG has an expense ratio of 0.49% while VOO charges 0.03%. VOO is the cheaper option, by $46 a year on a $10,000 investment.

Which performed better, PCLG or VOO?

Over the past year PCLG returned -10.44% vs +17.54% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PCLG or VOO?

PCLG has been the more volatile fund at 18.6% annualized versus 13.4% for VOO.

Should I hold both PCLG and VOO?

PCLG and VOO have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between PCLG and VOO?

91.4% of PCLG's money is in holdings VOO also owns. 29.1% of VOO's is in holdings PCLG also owns. They hold 23 positions in common, counted across the 27 positions we hold weights for in PCLG and 505 in VOO.

Which pays a higher dividend, PCLG or VOO?

PCLG yields 0.04% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than PCLG?

VOO has a lower expense ratio. VOO led over 1Y. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 64.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.