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PCGG vs SPY

Comparison between Polen Capital Global Growth ETF (PCGG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

PCGG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PCGG
$6.90M
Winner
SPY
$784B
Expense Ratio
PCGG
0.85%
Winner
SPY
0.09%
Max Drawdown
Winner
PCGG
22.66%
SPY
56.47%
Sharpe Ratio
PCGG
-0.82
Winner
SPY
1.56
5Y Beta
Winner
PCGG
0.95
SPY
1.00
P/E Ratio
PCGG
32.45
Winner
SPY
28.29
Forward P/E
PCGG
24.53
Winner
SPY
21.75
PEG Ratio
PCGG
0.54
SPY
N/A
5Y Dividends CAGR
PCGG
N/A
SPY
5.43%
5Y EPS CAGR
Winner
PCGG
33.85%
SPY
25.98%
Debt to Equity
PCGG
N/A
SPY
30.79%
P/S Ratio
PCGG
4.17
Winner
SPY
3.79
P/B Ratio
PCGG
9.91
Winner
SPY
5.67

PCGG vs SPY - Holdings Comparison

PCGG and SPY have 20 common holdings. Overlap is 28.23%

PCGG's top 25 holdings weight is 91.03%. SPY's top 25 holdings weight is 52.46%.

RankPCGGSPY
#1
NVIDIA CORP (NVDA) - 7.18%
NVIDIA CORP (NVDA) - 8.30%
#2
ALPHABET INC CLASS C (GOOG) - 5.98%
APPLE INC (AAPL) - 7.09%
#3
BROADCOM INC (AVGO) - 5.03%
MICROSOFT CORP (MSFT) - 5.02%
#4
MICROSOFT CORP (MSFT) - 4.89%
AMAZON.COM INC (AMZN) - 3.84%
#5
AON PLC CLASS A (AON) - 4.84%
BROADCOM INC (AVGO) - 3.50%
#6
VISA INC CLASS A (V) - 4.70%
ALPHABET INC CLASS A (GOOGL) - 3.23%
#7
MASTERCARD INC CLASS A (MA) - 4.69%
ALPHABET INC CLASS C (GOOG) - 2.57%
#8
SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 4.47%
META PLATFORMS INC CLASS A (META) - 2.00%
#9
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 4.40%
MICRON TECHNOLOGY INC (MU) - 1.84%
#10
TENCENT HOLDINGS LTD (n/a) - 4.28%
TESLA INC (TSLA) - 1.83%
#11
ELI LILLY AND CO (LLY) - 4.23%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32%
#12
AMAZON.COM INC (AMZN) - 3.92%
ADVANCED MICRO DEVICES INC (AMD) - 1.30%
#13
SERVICENOW INC (NOW) - 3.22%
ELI LILLY AND CO (LLY) - 1.29%
#14
FIXED INC CLEARING CORP.REPO (n/a) - 3.05%
JPMORGAN CHASE & CO (JPM) - 1.24%
#15
SIEMENS ENERGY AG COMMON STOCK (n/a) - 2.96%
EXXON MOBIL CORP (XOM) - 0.96%
#16
ZOETIS INC CLASS A (ZTS) - 2.83%
JOHNSON & JOHNSON (JNJ) - 0.82%
#17
SPOTIFY TECHNOLOGY SA (SPOT) - 2.72%
VISA INC CLASS A (V) - 0.82%
#18
MERCADOLIBRE INC (MELI) - 2.68%
INTEL CORP (INTC) - 0.78%
#19
BOSTON SCIENTIFIC CORP (BSX) - 2.34%
CISCO SYSTEMS INC (CSCO) - 0.77%
#20
STARBUCKS CORP (SBUX) - 2.25%
WALMART INC (WMT) - 0.76%
#21
ADYEN NV (n/a) - 2.22%
COSTCO WHOLESALE CORP (COST) - 0.65%
#22
MSCI INC (MSCI) - 2.19%
CATERPILLAR INC (CAT) - 0.65%
#23
L'OREAL SA (n/a) - 2.14%
ORACLE CORP (ORCL) - 0.64%
#24
ORACLE CORP (ORCL) - 1.94%
LAM RESEARCH CORP (LRCX) - 0.64%
#25
META PLATFORMS INC CLASS A (META) - 1.88%
APPLIED MATERIALS INC (AMAT) - 0.60%
Total Holdings34505

PCGG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PCGG
-0.00%
Winner
SPY
+0.48%
3M
PCGG
+2.95%
Winner
SPY
+11.67%
6M
PCGG
-8.92%
Winner
SPY
+9.42%
1Y
PCGG
-10.35%
Winner
SPY
+24.27%
5Y(CAGR)
PCGG
N/A
SPY
+13.36%
10Y(CAGR)
PCGG
N/A
SPY
+15.42%
Max(CAGR)
PCGG
+2.63%
Winner
SPY
+8.49%

PCGG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPCGGSPY
2026-8.84%+8.88%
2025+2.13%+18.00%
2024+13.92%+25.59%
2023+4.01%+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

PCGG vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current PCGG drawdown is -14.05%. The current SPY drawdown is -2.35%.

RankPCGGSPY
#1-22.66%
Oct 27, 2025 - Mar 27, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-20.22%
Dec 11, 2024 - Sep 11, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-10.69%
Sep 1, 2023 - Nov 20, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-7.69%
Mar 12, 2024 - Aug 30, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-3.57%
Sep 22, 2025 - Oct 27, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-3.28%
Nov 13, 2024 - Dec 4, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.06%
Aug 30, 2024 - Sep 19, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.99%
Dec 28, 2023 - Jan 12, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.63%
Oct 18, 2024 - Nov 6, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.40%
Sep 23, 2024 - Oct 14, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.32%
Feb 9, 2024 - Feb 22, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.76%
Jan 29, 2024 - Feb 2, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.59%
Mar 1, 2024 - Mar 7, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.40%
Dec 1, 2023 - Dec 11, 2023		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.16%
Dec 19, 2023 - Dec 27, 2023		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PCGG and SPY is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.57
-101

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