PCSG vs VOT

Polen 5Perspectives Small-Mid Growth ETF against Vanguard Morningstar Mid-Cap Growth ETF: cost, size, returns, what they hold and how much of it is the same.

Fee gap
—
same fee
1-year return gap
—
Larger fund
VOT
$19.6B

Side by side

PCSGVOT
FundPolen 5Perspectives Small-Mid Growth ETFVanguard Morningstar Mid-Cap Growth ETF
IssuerPolenVanguard
CategoryMid Cap GrowthMid Cap Growth
Expense ratio—0.05%
Assets—$19.6B
Average daily dollar volume$23K$60M
ListedMay 18, 2026Aug 17, 2006
FrenzyCap score—94
1-month return+4.1%+3.3%
3-month return−2.5%+1.0%
Year to date—+8.4%
1-year return—+1.8%
30-day volatility22.5%15.3%
Worst drawdown, 1 year−19.6%−16.3%
Trailing 12-month yield—0.59%
Holdings—127
Top 10 weight—21.3%
Look-through P/E—41.8
Holdings vs fair value—−3.9%
Holdings above 200-day average—56%
Net flow, latest 3 reported months—−$12M thru Jun 2026
30-day implied volatility—16.2%
Holdings as ofas of Jun 30, 2026SEC filing

Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.

More: full overlap table · PCSG holdings · VOT holdings

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.