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PLGI vs FTLS

PL Growth and Income ETF vs First Trust Long/Short Equity ETF

PLGI

PL Growth and Income ETF

Annual cost

1.25%

Fund size

$54M

FTLS

First Trust Long/Short Equity ETF

Annual cost

1.38%

Fund size

$2.3B

Key differences

Both PLGI and FTLS are alternative ETFs. PLGI charges 1.25% a year and FTLS 1.38%. The main difference: PLGI follows a option income strategy; FTLS uses long short.

  • PLGI follows a option income strategy; FTLS uses long short.
  • PLGI costs 0.13% less per year.
  • FTLS is much larger than PLGI. Larger funds are usually more liquid and less likely to close.
  • FTLS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PLGIFTLS
Annual cost (TER)1.25%1.38%
Fund size (AUM)$54M$2.3B
Since20252014
Dividend yield0.90%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomelong short
CAGR 1YN/A+12.1%
CAGR 3YN/A+13.4%
CAGR 5YN/A+9.8%
Sharpe 3YN/A0.96
Volatility 1Y8.31%
Max drawdown-7.26%-20.54%

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

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