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PLGI vs CGMS

PL Growth and Income ETF vs Capital Group U.S. Multi-Sector Income ETF

PLGI

PL Growth and Income ETF

Annual cost

1.25%

Fund size

$54M

CGMS

Capital Group U.S. Multi-Sector Income ETF

Annual cost

0.39%

Fund size

$4.9B

Key differences

PLGI is an alternative ETF, while CGMS is a fixed income ETF. PLGI charges 1.25% a year and CGMS 0.39%.

  • PLGI is an alternative fund, while CGMS is a fixed income fund. They carry different risk/return profiles.
  • PLGI follows a option income strategy; CGMS uses index tracking.
  • CGMS costs 0.86% less per year.
  • CGMS is much larger than PLGI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

PLGICGMS
Annual cost (TER)1.25%0.39%
Fund size (AUM)$54M$4.9B
Since20252022
Dividend yield6.08%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+6.7%
CAGR 3YN/A+8.2%
CAGR 5YN/AN/A
Sharpe 3YN/A0.95
Volatility 1Y3.48%
Max drawdown-7.26%-4.08%

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

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