PCFI vs OCFS

Comparison between Polen Floating Rate Income ETF (PCFI, ETF) and OTTER CREEK FOCUS STRATEGY ETF (OCFS, ETF).

PCFI vs OCFS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PCFI(ETF)	OCFS(ETF)
Net Assets	$7.90M	$8M
Expense Ratio	0.49%	0.85%
Max Drawdown	11.23%	24.65%
Sharpe Ratio	-0.69	0.05
5Y Beta	0.21	0.91
P/E Ratio	N/A	43.34
Forward P/E	N/A	19.23
PEG Ratio	N/A	0.23
5Y EPS CAGR	N/A	21.59%
Debt to Equity	N/A	82.43%
P/S Ratio	N/A	2.65
P/B Ratio	N/A	4.40

Net Assets

PCFI

$7.90M

Winner

OCFS

$8M

Expense Ratio

Winner

PCFI

0.49%

OCFS

0.85%

Max Drawdown

Winner

PCFI

11.23%

OCFS

24.65%

Sharpe Ratio

PCFI

-0.69

Winner

OCFS

0.05

5Y Beta

Winner

PCFI

0.21

OCFS

0.91

P/E Ratio

PCFI

N/A

OCFS

43.34

Forward P/E

PCFI

N/A

OCFS

19.23

PEG Ratio

PCFI

N/A

OCFS

0.23

5Y EPS CAGR

PCFI

N/A

OCFS

21.59%

Debt to Equity

PCFI

N/A

OCFS

82.43%

P/S Ratio

PCFI

N/A

OCFS

2.65

P/B Ratio

PCFI

N/A

OCFS

4.40

PCFI vs OCFS - Historical Returns

Returns include dividend reinvestment.

Period	PCFI	OCFS
1 month	-0.09%	+0.35%
3 months	+0.29%	+2.73%
6 months	+0.44%	+19.24%
1 year	-0.58%	+1.91%
Max(CAGR)	+2.03%	+9.71%

PCFI

-0.09%

Winner

OCFS

+0.35%

PCFI

+0.29%

Winner

OCFS

+2.73%

PCFI

+0.44%

Winner

OCFS

+19.24%

PCFI

-0.58%

Winner

OCFS

+1.91%

Max(CAGR)

PCFI

+2.03%

Winner

OCFS

+9.71%

PCFI vs OCFS - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	PCFI	OCFS
2026	+1.05%	N/A
2025	+1.63%	+8.52%
2024	N/A	+5.35%

PCFI vs OCFS 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 OCFS was -24.65%, occurring on Apr 8, 2025. Recovery took 226 trading sessions.

The current PCFI drawdown is -1.45%. The current OCFS drawdown is -2.06%.

Rank	PCFI	OCFS
#1	-4.00% Jul 25, 2025 - Mar 6, 2026	-24.65% Nov 11, 2024 - Oct 8, 2025
#2	-3.26% Apr 9, 2025 - May 12, 2025	-7.23% May 24, 2024 - Aug 21, 2024
#3	-2.97% Mar 31, 2025 - Apr 9, 2025	-5.46% Aug 30, 2024 - Sep 16, 2024
#4	-0.99% May 29, 2025 - Jun 25, 2025	-5.34% Oct 17, 2024 - Nov 11, 2024
#5	-0.38% Jul 1, 2025 - Jul 7, 2025	-2.89% Oct 8, 2025 - Oct 21, 2025
#6	-0.33% Jul 7, 2025 - Jul 16, 2025	-1.22% Oct 14, 2024 - Oct 17, 2024
#7	-0.29% May 22, 2025 - May 29, 2025	-0.97% Sep 26, 2024 - Oct 4, 2024
#8	-0.28% Jul 16, 2025 - Jul 21, 2025	-0.84% Oct 4, 2024 - Oct 9, 2024
#9	-0.20% May 20, 2025 - May 22, 2025	-0.79% May 22, 2024 - May 24, 2024
#10	-0.20% Mar 25, 2025 - Mar 31, 2025	-0.69% Oct 9, 2024 - Oct 11, 2024
#11	-0.08% May 13, 2025 - May 16, 2025	-0.65% Aug 21, 2024 - Aug 23, 2024
#12	-0.01% Jun 27, 2025 - Jul 1, 2025	-0.33% Aug 23, 2024 - Aug 29, 2024
#13	N/A	-0.15% Sep 19, 2024 - Sep 23, 2024
#14	N/A	-0.14% Sep 24, 2024 - Sep 26, 2024