PCGG vs LIAM

Comparison between Polen Capital Global Growth ETF (PCGG, ETF) and LifeX 2055 Inflation-Protected Longevity Income ETF (LIAM, ETF).

PCGG vs LIAM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PCGG(ETF)	LIAM(ETF)
Net Assets	$6.90M	$6.90M
Expense Ratio	0.85%	0.25%
Max Drawdown	22.66%	13.96%
Sharpe Ratio	-0.82	0.15
5Y Beta	0.95	0.09
P/E Ratio	32.45	N/A
Forward P/E	24.53	N/A
PEG Ratio	0.54	N/A
5Y EPS CAGR	33.85%	N/A
P/S Ratio	4.17	N/A
P/B Ratio	9.91	N/A

Net Assets

PCGG

$6.90M

LIAM

$6.90M

Expense Ratio

PCGG

0.85%

Winner

LIAM

0.25%

Max Drawdown

PCGG

22.66%

Winner

LIAM

13.96%

Sharpe Ratio

PCGG

-0.82

Winner

LIAM

0.15

5Y Beta

PCGG

0.95

Winner

LIAM

0.09

P/E Ratio

PCGG

32.45

LIAM

N/A

Forward P/E

PCGG

24.53

LIAM

N/A

PEG Ratio

PCGG

0.54

LIAM

N/A

5Y EPS CAGR

PCGG

33.85%

LIAM

N/A

P/S Ratio

PCGG

4.17

LIAM

N/A

P/B Ratio

PCGG

9.91

LIAM

N/A

PCGG vs LIAM - Holdings Comparison

PCGG and LIAM have 1 common holdings. Overlap is 0.00%

PCGG's top 25 holdings weight is 91.03%. LIAM's top 25 holdings weight is 100.02%.

Rank	PCGG	LIAM
#1	NVIDIA CORP (NVDA) - 7.18%	UNITED STATES TREASURY BONDS 2.13% (n/a) - 23.03%
#2	ALPHABET INC CLASS C (GOOG) - 5.98%	UNITED STATES TREASURY NOTES 1.88% (n/a) - 18.13%
#3	BROADCOM INC (AVGO) - 5.03%	UNITED STATES TREASURY BONDS 0.88% (n/a) - 11.12%
#4	MICROSOFT CORP (MSFT) - 4.89%	UNITED STATES TREASURY BONDS 2.38% (n/a) - 11.05%
#5	AON PLC CLASS A (AON) - 4.84%	UNITED STATES TREASURY NOTES 0.13% (n/a) - 7.49%
#6	VISA INC CLASS A (V) - 4.70%	UNITED STATES TREASURY BONDS 1% (n/a) - 7.13%
#7	MASTERCARD INC CLASS A (MA) - 4.69%	UNITED STATES TREASURY BONDS 1.5% (n/a) - 6.95%
#8	SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 4.47%	UNITED STATES TREASURY NOTES 1.25% (n/a) - 3.97%
#9	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 4.40%	UNITED STATES TREASURY NOTES 1.38% (n/a) - 3.88%
#10	TENCENT HOLDINGS LTD (n/a) - 4.28%	UNITED STATES TREASURY NOTES 2.38% (n/a) - 3.07%
#11	ELI LILLY AND CO (LLY) - 4.23%	UNITED STATES TREASURY NOTES 1.13% (n/a) - 1.19%
#12	AMAZON.COM INC (AMZN) - 3.92%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.94%
#13	SERVICENOW INC (NOW) - 3.22%	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.94%
#14	FIXED INC CLEARING CORP.REPO (n/a) - 3.05%	UNITED STATES TREASURY NOTES 2.13% (n/a) - 0.65%
#15	SIEMENS ENERGY AG COMMON STOCK (n/a) - 2.96%	UNITED STATES TREASURY NOTES 1.75% (n/a) - 0.22%
#16	ZOETIS INC CLASS A (ZTS) - 2.83%	OTHER ASSETS AND LIABILITIES (n/a) - 0.14%
#17	SPOTIFY TECHNOLOGY SA (SPOT) - 2.72%	UNITED STATES TREASURY NOTES 1.63% (n/a) - 0.08%
#18	MERCADOLIBRE INC (MELI) - 2.68%	UNITED STATES TREASURY NOTES 0.5% (n/a) - 0.02%
#19	BOSTON SCIENTIFIC CORP (BSX) - 2.34%	UNITED STATES TREASURY NOTES 0.38% (n/a) - 0.02%
#20	STARBUCKS CORP (SBUX) - 2.25%	N/A
#21	ADYEN NV (n/a) - 2.22%	N/A
#22	MSCI INC (MSCI) - 2.19%	N/A
#23	L'OREAL SA (n/a) - 2.14%	N/A
#24	ORACLE CORP (ORCL) - 1.94%	N/A
#25	META PLATFORMS INC CLASS A (META) - 1.88%	N/A
Total Holdings	34	19

PCGG vs LIAM - Historical Returns

Returns include dividend reinvestment.

Period	PCGG	LIAM
1 month	-0.00%	+0.41%
3 months	+2.95%	+0.41%
6 months	-8.92%	+0.88%
1 year	-10.35%	+3.92%
Max(CAGR)	+2.63%	-0.77%

PCGG

-0.00%

Winner

LIAM

+0.41%

Winner

PCGG

+2.95%

LIAM

+0.41%

PCGG

-8.92%

Winner

LIAM

+0.88%

PCGG

-10.35%

Winner

LIAM

+3.92%

Max(CAGR)

Winner

PCGG

+2.63%

LIAM

-0.77%

PCGG vs LIAM - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	PCGG	LIAM
2026	-8.84%	+0.95%
2025	+2.13%	+5.23%
2024	+13.92%	-7.10%
2023	+4.01%	N/A

PCGG vs LIAM Drawdown Comparison

The maximum drawdown for PCGG was -22.66%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for LIAM was -8.39%, occurring on Jan 14, 2025. Recovery took 272 trading sessions.

The current PCGG drawdown is -14.05%. The current LIAM drawdown is -2.08%.

Rank	PCGG	LIAM
#1	-22.66% Oct 27, 2025 - Mar 27, 2026	-8.39% Sep 16, 2024 - Oct 16, 2025
#2	-20.22% Dec 11, 2024 - Sep 11, 2025	-4.45% Oct 28, 2025 - Mar 27, 2026
#3	-10.69% Sep 1, 2023 - Nov 20, 2023	-0.39% Oct 22, 2025 - Oct 28, 2025
#4	-7.69% Mar 12, 2024 - Aug 30, 2024	-0.31% Oct 16, 2025 - Oct 21, 2025
#5	-3.57% Sep 22, 2025 - Oct 27, 2025	N/A
#6	-3.28% Nov 13, 2024 - Dec 4, 2024	N/A
#7	-3.06% Aug 30, 2024 - Sep 19, 2024	N/A
#8	-2.99% Dec 28, 2023 - Jan 12, 2024	N/A
#9	-2.63% Oct 18, 2024 - Nov 6, 2024	N/A
#10	-2.40% Sep 23, 2024 - Oct 14, 2024	N/A
#11	-2.32% Feb 9, 2024 - Feb 22, 2024	N/A
#12	-1.76% Jan 29, 2024 - Feb 2, 2024	N/A
#13	-1.59% Mar 1, 2024 - Mar 7, 2024	N/A
#14	-1.40% Dec 1, 2023 - Dec 11, 2023	N/A
#15	-1.16% Dec 19, 2023 - Dec 27, 2023	N/A