LRGC vs PCLC

LRGCAAB US Large Cap Strategic Equities ETF

PCLCCPolen 5Perspectives Large Growth ETF

In short

LRGC AB's stock pickers in an ETF wrapper: roughly 70 large-cap US names picked with fundamental research plus quant screens, measured against the S&P 500. Active conviction, priced under the typical active peer.

PCLC Polen put its 5Perspectives framework, a 25-year-old blend of fundamental, thematic and technical analysis, into an ETF. Active large-cap growth hunting innovators at an earnings inflection, for 0.50% a year.

Stated mandate

LRGC The Fund seeks long-term growth of capital. It is actively managed and normally invests at least 80% of net assets in equities of large-capitalization U.S. companies.

PCLC The Fund seeks long-term capital appreciation. It normally invests at least 80% of net assets in equity securities of large-cap issuers exhibiting growth characteristics.

Why people hold it

• LRGC Roughly 70 holdings against a 500-stock yardstick, with quality and value screens doing the filtering. Each name actually carries weight.
• 0.39% a year sits below the median fee in its active large-cap group, so the manager isn't digging out of a deep cost hole.
• One of the stronger implementations among the actively managed US large-cap funds we track, with a plain mandate: at least 80% of net assets in large-cap US equities.
• Launched in 2023 on one of AB's core US equity strategies, with Jane Street signed on as lead market maker from day one.prnewswire.com

• PCLC The whole pitch is the process: fundamental, thematic and technical evidence weighed across five lenses, with that combined weight of evidence setting buys, sells and position sizes.polencapital.com
• At 0.50% a year it sits below the middle of its active large-growth peer group, though enhanced-index rivals like JUSA (0.12%) and FELG (0.18%) undercut it by a wide margin.
• The mandate is concrete: at least 80% of net assets in large-cap growth equities, with the team leaning on secular themes like AI, electrification, genomics and aerospace.polencapital.cominvestmentnews.com
• Drew Cupps has run this framework for decades, at his own firm and two others before the team joined Polen in 2025, and he manages the fund himself.polencapital.compolencapital.com 2

Worth knowing

• LRGC At 0.39%, it costs more than cheaper enhanced-index rivals in the same group, such as JUSA at 0.12% and GUSE at 0.30%.
• Outcomes ride on the team's judgment, not an index rulebook, and about 70 positions concentrate those calls.
• It trades lightly next to the big index names, so spreads can run wider, especially in fast markets.

• PCLC Small and thinly traded so far, which can mean wider bid-ask spreads and less predictable fills than the household-name large-cap ETFs in this aisle.
• Launched in 2026. The framework's long record was built in separate accounts at prior firms, not in this ticker, so there is little fund-level history to lean on.polencapital.com
• Income is incidental here: distributions are annual and come from net investment income, and the fund discloses that part of a payout can be return of capital.

Full LRGC profile⁠

Full PCLC profile⁠