Compare · 2 funds side by side · dividends reinvested

PCLG and SPYM

PCLGPolen×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

PCLG and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.0

Polen Focus Growth ETFUS Stock Styles · Growth0.69%0.04%−13.2%−14.7%[…][…]−22.0%18.6%$84M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: PCLG 2025 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Polen Focus Growth ETF · $84M[…]

PCLG

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 30.2% in common

PCLGMeasureSPYM

−13.2%Year to dateJan 1 → Nov 5+8.4%

−14.7%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.69%Expense ratio$69 · $2 a year on $10k · lower is better0.02%

0.04%Trailing 12-mo yield$4 · $106 a year on $10k1.06%

−22.0%Worst dropSmaller is better−8.9%

18.6%VolatilityLower is calmer13.6%

PCLGSPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

0–6SPYM wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PCLG vs SPYM: Top 5 Holdings

Today

PCLG

37.7%in top 5

SPYM

in top 527.7%

PCLGStockSPYM

10.4%MSFT6.2%

not top 5AAPL7.7%

7.1%NVDA7.3%

6.9%Vnot top 5

6.8%MAnot top 5

6.5%AMZN3.9%

not top 5GOOGL2.6%

Held in common30.2%

End-of-day Nov 5, 2026 · share of each fund

PCLG vs SPYM Returns, Every Period

PolenPCLG

−14.7%

past year

SPYMSPDR

+9.8%

past year

PCLGSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: PCLG vs SPYM

YTD

PolenPCLG

−13.2%

SPYMSPDR

+8.4%

−13.2%Year to date+8.4%

−22.0%Worst drop · 1Y−8.9%

18.6%Volatility · 1Y13.6%

0.0%Yield1.1%

$83.6MAssets$182B

4–0SPYM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PCLG, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

PCLG0.69%$69

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PCLG, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

PCLG0.04%$4

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

PCLG$4 − $69 = −$65

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PCLG, SPYM

Today

30.2%most shared, PCLG and SPYM

PCLGSPYM

PCLG—30.2%

SPYM30.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

PCLGWorst drop−22.0%18.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMPCLG

+8.4%Year to date−13.2%

1.1%Yield0.0%

+9.8%Past year−14.7%

0.02%Fee0.69%

4–0SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026