INVG vs PCIG

Comparison between GMO SYSTEMATIC INVESTMENT GRADE CREDIT ETF (INVG, ETF) and Polen Capital International Growth ETF (PCIG, ETF).

INVG vs PCIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INVG(ETF)	PCIG(ETF)
Net Assets	$28M	$28M
Expense Ratio	0.25%	0.85%
Max Drawdown	4.71%	23.62%
Sharpe Ratio	-0.07	-0.75
5Y Beta	0.15	0.91

Net Assets

INVG

$28M

PCIG

$28M

Expense Ratio

Winner

INVG

0.25%

PCIG

0.85%

Max Drawdown

Winner

INVG

4.71%

PCIG

23.62%

Sharpe Ratio

Winner

INVG

-0.07

PCIG

-0.75

5Y Beta

Winner

INVG

0.15

PCIG

0.91

INVG vs PCIG - Historical Returns

Returns include dividend reinvestment.

Period	INVG	PCIG
1 month	-1.36%	-0.77%
3 months	-0.92%	-0.39%
6 months	-0.96%	-10.23%
1 year	+3.03%	-14.02%
Max(CAGR)	+3.75%	-6.71%

INVG

-1.36%

Winner

PCIG

-0.77%

INVG

-0.92%

Winner

PCIG

-0.39%

Winner

INVG

-0.96%

PCIG

-10.23%

Winner

INVG

+3.03%

PCIG

-14.02%

Max(CAGR)

Winner

INVG

+3.75%

PCIG

-6.71%

INVG vs PCIG - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	INVG	PCIG
2026	-0.40%	-7.94%
2025	+4.70%	+0.42%
2024	N/A	-8.06%

INVG vs PCIG Drawdown Comparison

The maximum drawdown for INVG was -3.15%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for PCIG was -23.40%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current INVG drawdown is -1.96%. The current PCIG drawdown is -16.40%.

Rank	INVG	PCIG
#1	-3.15% Feb 20, 2026 - Mar 27, 2026	-23.40% Feb 13, 2025 - Mar 30, 2026
#2	-1.67% Oct 28, 2025 - Feb 10, 2026	-9.68% Aug 30, 2024 - Feb 13, 2025
#3	-1.12% Jul 1, 2025 - Jul 29, 2025	-7.44% Mar 28, 2024 - Aug 29, 2024
#4	-0.88% Sep 16, 2025 - Oct 14, 2025	-0.83% Mar 15, 2024 - Mar 27, 2024
#5	-0.63% Jun 4, 2025 - Jun 12, 2025	N/A
#6	-0.59% Aug 13, 2025 - Aug 22, 2025	N/A
#7	-0.53% Jun 12, 2025 - Jun 23, 2025	N/A
#8	-0.52% Aug 28, 2025 - Sep 4, 2025	N/A
#9	-0.35% Aug 6, 2025 - Aug 13, 2025	N/A
#10	-0.28% Jul 29, 2025 - Aug 1, 2025	N/A
#11	-0.20% Sep 8, 2025 - Sep 10, 2025	N/A
#12	-0.20% Jun 26, 2025 - Jun 30, 2025	N/A
#13	-0.16% Aug 22, 2025 - Aug 28, 2025	N/A
#14	-0.14% Sep 11, 2025 - Sep 15, 2025	N/A
#15	-0.14% Oct 16, 2025 - Oct 20, 2025	N/A

Correlation

Correlation between INVG and PCIG is -0.50 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.50

-101