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PLGI vs DIVB

PL Growth and Income ETF vs iShares Core Dividend ETF

PLGI

PL Growth and Income ETF

Annual cost

1.25%

Fund size

$54M

DIVB

iShares Core Dividend ETF

Annual cost

0.05%

Fund size

$1.5B

Key differences

Both PLGI and DIVB are equity ETFs. PLGI charges 1.25% a year and DIVB 0.05%. The main difference: PLGI follows a active selection strategy; DIVB uses index tracking.

  • PLGI follows a active selection strategy; DIVB uses index tracking.
  • DIVB costs 1.20% less per year.
  • DIVB is much larger than PLGI. Larger funds are usually more liquid and less likely to close.
  • DIVB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PLGIDIVB
Annual cost (TER)1.25%0.05%
Fund size (AUM)$54M$1.5B
Since20252017
Dividend yield2.20%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+28.7%
CAGR 3YN/A+22.6%
CAGR 5YN/A+12.2%
Sharpe 3YN/A1.33
Volatility 1Y11.55%
Max drawdown-7.26%-36.93%

Similar to PLGI and DIVB