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PLGI vs CGSM

PL Growth and Income ETF vs Capital Group Short Duration Municipal Income ETF

PLGI

PL Growth and Income ETF

Collaborative Fund Advisors, LLC

Annual cost

1.25%

Fund size

$61M

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

Key differences

  • CGSM costs 1.00% less per year.
  • CGSM is significantly larger than PLGI — larger funds tend to be more liquid and less likely to close.
  • PLGI is classified as equity, while CGSM is fixed income — different risk/return profiles.
  • PLGI follows a active selection strategy; CGSM uses index tracking.

Side-by-side comparison

PLGICGSM
Annual cost (TER)1.25%0.25%
Fund size (AUM)$61M$1.1B
Since20252023
Dividend yield3.04%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+4.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.33%
Max drawdown-7.26%-1.42%

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

Similar to PLGI and CGSM