PCFI vs IVSI
Comparison between Polen Floating Rate Income ETF (PCFI, ETF) and APPLIED FINANCE IVS INTERNATIONAL LARGE ETF (IVSI, ETF).
PCFI vs IVSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PCFI
$7.90M
IVSI
$7.90M
Expense Ratio
Winner
PCFI
0.49%
IVSI
0.65%
Max Drawdown
Winner
PCFI
11.23%
IVSI
11.73%
Sharpe Ratio
PCFI
-0.69
Winner
IVSI
1.08
5Y Beta
Winner
PCFI
0.21
IVSI
0.97
PCFI vs IVSI - Historical Returns
Returns include dividend reinvestment.
1M
PCFI
-0.09%
Winner
IVSI
+0.97%
3M
PCFI
+0.29%
Winner
IVSI
+5.16%
6M
PCFI
+0.44%
Winner
IVSI
+9.75%
1Y
PCFI
-0.58%
IVSI
N/A
Max(CAGR)
PCFI
+2.03%
Winner
IVSI
+22.75%
PCFI vs IVSI - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | PCFI | IVSI |
|---|---|---|
| 2026 | +1.05% | +11.90% |
| 2025 | +1.63% | +0.53% |
PCFI vs IVSI Drawdown Comparison
The maximum drawdown for PCFI was -4.00%, occurring on Mar 6, 2026. This drawdown has not yet recovered.
The maximum drawdown for IVSI was -11.73%, occurring on Mar 20, 2026. Recovery took 74 trading sessions.
The current PCFI drawdown is -1.45%. The current IVSI drawdown is -1.01%.
| Rank | PCFI | IVSI |
|---|---|---|
| #1 | -4.00% Jul 25, 2025 - Mar 6, 2026 | -11.73% Feb 25, 2026 - Jun 11, 2026 |
| #2 | -3.26% Apr 9, 2025 - May 12, 2025 | -2.06% Jun 16, 2026 - Jun 30, 2026 |
| #3 | -2.97% Mar 31, 2025 - Apr 9, 2025 | -1.99% Jul 6, 2026 - Jul 20, 2026 |
| #4 | -0.99% May 29, 2025 - Jun 25, 2025 | -1.66% Jan 16, 2026 - Jan 23, 2026 |
| #5 | -0.38% Jul 1, 2025 - Jul 7, 2025 | -1.51% Dec 11, 2025 - Dec 23, 2025 |
| #6 | -0.33% Jul 7, 2025 - Jul 16, 2025 | -1.33% Jan 27, 2026 - Feb 4, 2026 |
| #7 | -0.29% May 22, 2025 - May 29, 2025 | -1.01% Feb 4, 2026 - Feb 6, 2026 |
| #8 | -0.28% Jul 16, 2025 - Jul 21, 2025 | -0.85% Jun 30, 2026 - Jul 2, 2026 |
| #9 | -0.20% May 20, 2025 - May 22, 2025 | -0.57% Dec 30, 2025 - Jan 2, 2026 |
| #10 | -0.20% Mar 25, 2025 - Mar 31, 2025 | -0.53% Feb 11, 2026 - Feb 20, 2026 |
| #11 | -0.08% May 13, 2025 - May 16, 2025 | -0.49% Jan 12, 2026 - Jan 14, 2026 |
| #12 | -0.01% Jun 27, 2025 - Jul 1, 2025 | -0.45% Jan 6, 2026 - Jan 9, 2026 |
| #13 | N/A | -0.22% Feb 20, 2026 - Feb 24, 2026 |
| #14 | N/A | -0.19% Dec 26, 2025 - Dec 30, 2025 |
Correlation
Correlation between PCFI and IVSI is 0.15 which considered as a very weak or no correlation - the stocks move independently of each other.
0.15
-101
Dividend Comparison (2025 - 2026)
PCFI vs IVSI dividend yield comparison.
| Year | PCFI | IVSI |
|---|---|---|
| 2026 | 5.73% | 0.00% |
| 2025 | 7.83% | 0.04% |
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