PCSG vs VYM

PCSG vs VYM

Which is better, PCSG or VYM?

Mid Cap Growth against Large Cap Value.

VYM has a lower expense ratio. PCSG is less concentrated, with 25.4% of the fund in its ten largest positions against 26.1%.

Lower Fees: VYMLess Concentrated: PCSG

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

MetricPCSGVYM
Expense Ratio0.60%0.04%Best
AUM$3M$81.6B
Dividend Yield0.00%2.22%
Holdings86613
YTD Return-6.66%+11.35%Best
1Y Return-+15.34%
3Y Return (annualized)-+17.22%
5Y Return (annualized)-+12.30%
Top 10 Weight25.4%Best26.1%
Fund FamilyPolen CapitalVanguard (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Value
InceptionMay 18, 2026Nov 10, 2006

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

PCSG 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.

PCSG vs VYM Performance

Polen 5Perspectives Small-Mid Growth ETF (PCSG) is an ETF from Polen Capital and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, PCSG is down 6.66% versus a gain of 11.35% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

PCSG charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, PCSG currently yields 0.00% against 2.22% for VYM.

Holdings Overlap

PCSG already in VYM5.8%
VYM already in PCSG0.2%

5.8% of PCSG's money is in holdings VYM also owns. 0.2% of VYM's money is in holdings PCSG also owns.

PCSG and VYM share little of their money.

6 positions in common, counted across the 86 positions we hold weights for in PCSG and 557 in VYM, against full books of 86 and 613.

What only one of them owns

Our book lists 522 positions for VYM that do not appear in our book for PCSG (96.9% of the fund), and 70 for PCSG that do not appear in VYM (81.7%).

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 PCSGWeight in VYMDifference
YOUClear Secure Inc -Class A1.43%0.02%1.41%
CAKECheesecake Factory Inc/the1.34%0.02%1.32%
BENFranklin Resources Inc.1.24%0.04%1.20%
MLKNHerman Miller Inc0.76%0.01%0.75%
VCTRVictory Receivables Corp0.58%0.02%0.56%
TXRHTexas Roadhouse Inc0.47%0.05%0.42%

You are not choosing between two funds in isolation.

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

PCSGVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PCSG or VYM?

PCSG has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option, by $56 a year on a $10,000 investment.

What is the holdings overlap between PCSG and VYM?

5.8% of PCSG's money is in holdings VYM also owns. 0.2% of VYM's is in holdings PCSG also owns. They hold 6 positions in common, counted across the 86 positions we hold weights for in PCSG and 557 in VYM.

Which pays a higher dividend, PCSG or VYM?

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

Is VYM better than PCSG?

VYM has a lower expense ratio. PCSG is less concentrated, with 25.4% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.