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PLGI vs CGMU

PL Growth and Income ETF vs Capital Group Municipal Income ETF

PLGI

PL Growth and Income ETF

Collaborative Fund Advisors, LLC

Annual cost

1.25%

Fund size

$61M

CGMU

Capital Group Municipal Income ETF

Capital Group

Annual cost

0.27%

Fund size

$5.8B

Key differences

  • CGMU costs 0.98% less per year.
  • CGMU is significantly larger than PLGI — larger funds tend to be more liquid and less likely to close.
  • PLGI is classified as equity, while CGMU is fixed income — different risk/return profiles.
  • PLGI follows a active selection strategy; CGMU uses index tracking.

Side-by-side comparison

PLGICGMU
Annual cost (TER)1.25%0.27%
Fund size (AUM)$61M$5.8B
Since20252022
Dividend yield3.35%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+6.2%
CAGR 3YN/A+4.2%
CAGR 5YN/AN/A
Sharpe 3YN/A0.18
Volatility 1Y2.28%
Max drawdown-7.26%-4.10%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PLGI and CGMU