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MDIV vs PLGI

Multi-Asset Diversified Income Index Fund vs PL Growth and Income ETF

MDIV

Multi-Asset Diversified Income Index Fund

Annual cost

0.71%

Fund size

$411M

PLGI

PL Growth and Income ETF

Annual cost

1.25%

Fund size

$54M

Key differences

MDIV is a mixed asset ETF, while PLGI is an alternative ETF. MDIV charges 0.71% a year and PLGI 1.25%.

  • MDIV is a mixed asset fund, while PLGI is an alternative fund. They carry different risk/return profiles.
  • MDIV follows a index tracking strategy; PLGI uses option income.
  • MDIV costs 0.54% less per year.
  • MDIV is much larger than PLGI. Larger funds are usually more liquid and less likely to close.
  • MDIV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MDIVPLGI
Annual cost (TER)0.71%1.25%
Fund size (AUM)$411M$54M
Since20122025
Dividend yield6.38%
Asset classmixed assetalternative
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1Y+12.2%N/A
CAGR 3Y+11.9%N/A
CAGR 5Y+5.9%N/A
Sharpe 3Y0.91N/A
Volatility 1Y6.75%
Max drawdown-48.50%-7.26%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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