ACEP vs PCLG

Comparison between ARS CORE EQUITY PORTFOLIO ETF (ACEP, ETF) and Polen Focus Growth ETF (PCLG, ETF).

ACEP vs PCLG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ACEP(ETF)	PCLG(ETF)
Net Assets	$98M	$98M
Expense Ratio	0.45%	0.49%
Max Drawdown	7.06%	23.80%
Sharpe Ratio	2.29	-1.13
5Y Beta	1.05	1.02
P/E Ratio	24.23	34.40
Forward P/E	18.27	23.66
PEG Ratio	0.64	0.58
5Y EPS CAGR	16.88%	27.93%
Debt to Equity	-37.58%	33.92%
P/S Ratio	2.79	7.09
P/B Ratio	4.86	9.26

Net Assets

ACEP

$98M

PCLG

$98M

Expense Ratio

Winner

ACEP

0.45%

PCLG

0.49%

Max Drawdown

Winner

ACEP

7.06%

PCLG

23.80%

Sharpe Ratio

Winner

ACEP

2.29

PCLG

-1.13

5Y Beta

ACEP

1.05

Winner

PCLG

1.02

P/E Ratio

Winner

ACEP

24.23

PCLG

34.40

Forward P/E

Winner

ACEP

18.27

PCLG

23.66

PEG Ratio

ACEP

0.64

Winner

PCLG

0.58

5Y EPS CAGR

ACEP

16.88%

Winner

PCLG

27.93%

Debt to Equity

Winner

ACEP

-37.58%

PCLG

33.92%

P/S Ratio

Winner

ACEP

2.79

PCLG

7.09

P/B Ratio

Winner

ACEP

4.86

PCLG

9.26

ACEP vs PCLG - Holdings Comparison

ACEP and PCLG have 4 common holdings. Overlap is 8.46%

ACEP's top 25 holdings weight is 80.69%. PCLG's top 25 holdings weight is 97.34%.

Rank	ACEP	PCLG
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.70%	MICROSOFT CORP (MSFT) - 7.93%
#2	LAM RESEARCH CORP (LRCX) - 4.42%	BROADCOM INC (AVGO) - 7.48%
#3	BROADCOM INC (AVGO) - 4.21%	ORACLE CORP (ORCL) - 7.29%
#4	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 4.19%	ALPHABET INC CLASS C (GOOG) - 6.63%
#5	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 4.11%	ELI LILLY AND CO (LLY) - 6.41%
#6	PARKER HANNIFIN CORP (PH) - 3.90%	AMAZON.COM INC (AMZN) - 6.27%
#7	JPMORGAN CHASE & CO (JPM) - 3.70%	SERVICENOW INC (NOW) - 5.87%
#8	TARGA RESOURCES CORP (TRGP) - 3.48%	NVIDIA CORP (NVDA) - 4.86%
#9	BARRICK MINING CORP (n/a) - 3.46%	VISA INC CLASS A (V) - 4.86%
#10	CHEVRON CORP (CVX) - 3.28%	MASTERCARD INC CLASS A (MA) - 4.55%
#11	BLACKSTONE INC (BX) - 3.18%	SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 4.40%
#12	GOLAR LNG LTD (GLNG) - 3.07%	MSCI INC (MSCI) - 3.66%
#13	SOUTHERN COPPER CORP (SCCO) - 3.05%	STARBUCKS CORP (SBUX) - 3.10%
#14	RTX CORP (RTX) - 3.00%	COSTAR GROUP INC (CSGP) - 2.61%
#15	JOHNSON & JOHNSON (JNJ) - 2.87%	IDEXX LABORATORIES INC (IDXX) - 2.58%
#16	ARTHUR J. GALLAGHER & CO (AJG) - 2.86%	LAM RESEARCH CORP (LRCX) - 2.50%
#17	MCDONALD'S CORP (MCD) - 2.80%	SYNOPSYS INC (SNPS) - 2.24%
#18	AUTOMATIC DATA PROCESSING INC (ADP) - 2.80%	UNITED STATES DOLLAR (n/a) - 2.11%
#19	CRH PLC (CRH) - 2.76%	ZOETIS INC CLASS A (ZTS) - 2.10%
#20	NOVO NORDISK AS ADR (NVO) - 2.58%	AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.03%
#21	BRISTOL-MYERS SQUIBB CO (BMY) - 2.58%	INTUITIVE SURGICAL INC (ISRG) - 1.86%
#22	QUALCOMM INC (QCOM) - 2.54%	META PLATFORMS INC CLASS A (META) - 1.81%
#23	HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.44%	ACCENTURE PLC CLASS A (ACN) - 1.75%
#24	EOG RESOURCES INC (EOG) - 2.39%	UBER TECHNOLOGIES INC (UBER) - 1.25%
#25	BROOKFIELD ASSET MANAGEMENT LTD ORDINARY SHARES CLASS A (BAM) - 2.32%	AON PLC CLASS A (AON) - 1.19%
Total Holdings	38	28

ACEP vs PCLG - Historical Returns

Returns include dividend reinvestment.

Period	ACEP	PCLG
1 month	-1.79%	+0.26%
3 months	+5.87%	-2.91%
6 months	+13.48%	-8.57%
1 year	N/A	-13.19%
Max(CAGR)	+49.98%	-16.11%

ACEP

-1.79%

Winner

PCLG

+0.26%

Winner

ACEP

+5.87%

PCLG

-2.91%

Winner

ACEP

+13.48%

PCLG

-8.57%

ACEP

N/A

PCLG

-13.19%

Max(CAGR)

Winner

ACEP

+49.98%

PCLG

-16.11%

ACEP vs PCLG - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	ACEP	PCLG
2026	+19.40%	-11.14%
2025	+7.88%	-1.09%

ACEP vs PCLG Drawdown Comparison

The maximum drawdown for ACEP was -7.06%, occurring on Mar 30, 2026. Recovery took 47 trading sessions.

The maximum drawdown for PCLG was -23.78%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current ACEP drawdown is -3.16%. The current PCLG drawdown is -16.08%.

Rank	ACEP	PCLG
#1	-7.06% Jan 29, 2026 - Apr 8, 2026	-23.78% Oct 28, 2025 - Mar 27, 2026
#2	-5.33% Jun 2, 2026 - Jun 10, 2026	-2.61% Oct 8, 2025 - Oct 24, 2025
#3	-3.06% May 11, 2026 - May 22, 2026	-0.20% Oct 6, 2025 - Oct 8, 2025
#4	-2.69% Dec 11, 2025 - Dec 24, 2025	N/A
#5	-2.39% Apr 17, 2026 - May 5, 2026	N/A
#6	-2.18% Jan 6, 2026 - Jan 12, 2026	N/A
#7	-1.63% Dec 26, 2025 - Jan 5, 2026	N/A
#8	-1.51% Jan 16, 2026 - Jan 26, 2026	N/A
#9	-0.79% May 6, 2026 - May 8, 2026	N/A
#10	-0.72% Nov 28, 2025 - Dec 5, 2025	N/A
#11	-0.66% May 26, 2026 - May 29, 2026	N/A
#12	-0.39% Jan 12, 2026 - Jan 15, 2026	N/A
#13	-0.35% Apr 14, 2026 - Apr 17, 2026	N/A

Correlation

Correlation between ACEP and PCLG is -0.52 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.52

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