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PCPP vs UCBG

Porter & Company Permanent Portfolio Index ETF

PCPPCCboe

State Street SPDR UC Investments 90/10 Endowment Strategy Index ETF

UCBGANYSE Arca

Overlap

Expense ratio

UCBG −0.69pt a year

PCPP0.75%UCBG0.06%

Avg volume · 30D

UCBG 201.9×the volume

PCPP20.6KUCBG4.15M

PCPP vs UCBG Performance

Oct 6, 2026 – Nov 6, 2026

+2.7%PCPP−5.0%UCBG

Oct 6, 2026 to Nov 6, 2026. PCPP +2.7%. UCBG −5.0%. Use the arrow keys to read each point.−4%−2%0%4%Oct 6Oct 21Nov 6
Expense ratio
PCPP 0.75%
UCBG 0.06%, better
Fund size
PCPP $33M
UCBG $2.42B
Holdings
PCPP 32
UCBG 886
Avg volume (30D)
PCPP 20.6K sh
UCBG 4.15M sh, better
NAV per share
PCPP $27.67
UCBG $48.42
52W range

ETF.net Grade

PCPP: Cost 38, Risk 69, Mission 82, Tradability 37, Holdings 50, Durability 12. UCBG: Cost 100, Risk not scored, Mission 99, Tradability 99, Holdings 79, Durability 66.
Pillar letters and Scores for PCPP, UCBG, with each pillar’s weight
PillarPCPPUCBG
Cost30% weightD38A100Higher
Mission25% weightA82A99Higher
Risk15% weightB69Not scored
Tradability15% weightD37A99Higher
Holdings10% weightC50A79Higher
Durability5% weightF12B66Higher

Rank among Multi-Asset Allocation funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. PCPP and UCBG are both graded against the same 36 Multi-Asset Allocation funds, so their Grades compare head to head.

Multi-Asset Allocation⁠

Category · 36 funds
See all 36 ›

UCBG ranks 1st and PCPP 20th of 36 funds in the Multi-Asset Allocation Category.

  1. Rank 1AUCBGState Street SPDR UC Investments 90/10 Endowment Strategy Index ETFScore 95
  2. Rank 2AAOAiShares Core 80/20 Aggressive Allocation ETFScore 88
  3. Rank 20CLCRLeuthold Core Exchange Traded FundScore 53
  4. Rank 20CPCPPPorter & Company Permanent Portfolio Index ETFScore 53
  5. Rank 23CCSRACohen & Steers Real Assets Active ETFScore 51

PCPP vs UCBG Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

PCPP vs UCBG Cost

Overpaying PCPP vs UCBG

$13,212

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • PCPP 0.75%

    $14,482

  • UCBG 0.06%

    $1,270

$10,000
30 years

Cost over time

  • PCPP 0.75%
  • UCBG 0.06%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K051015202530PCPP $14,482UCBG $1,270

Year by year

YearPCPPUCBGOverpaying
10$1,336$110$1,226
20$5,078$432$4,646
30$14,482$1,270$13,212

Expense ratio

  • 0.75%PCPP
  • 0.06%UCBG, cheaper
  • Middle half of Multi-Asset Allocation funds
  • Median 0.61%

UCBG cheapest of 36 funds

PCPP 22nd cheapest of 36 funds

PCPP vs UCBG Dividends

Last 12 months to Nov 6, 2026
Payout (12M)
PCPP None
UCBG No data
Last payment
PCPP No data
UCBG $0.04
Ex-dividend
PCPP No data
UCBG Sep 21, 2026
Paid on
PCPP No data
UCBG Sep 23, 2026
Frequency
PCPP No data
UCBG Irregular

Distribution history

Per share, 2026, same scale for both

PCPPAll PCPP payments⁠

No distribution history available.

UCBGIrregular · 1 paymentAll UCBG payments⁠
One bar per payment. 1 payment in 2026 YTD. Sep 21, 2026 $0.04. Use the arrow keys to read each point.$0$0.052026YTD

PCPP vs UCBG Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

Market sensitivityBeta, 5 years
PCPP 1.86UCBG 0.00

PCPP and UCBG in the news

All news⁠

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