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PLGI vs HDV

PL Growth and Income ETF vs iShares Core High Dividend ETF

PLGI

PL Growth and Income ETF

Annual cost

1.25%

Fund size

$54M

HDV

iShares Core High Dividend ETF

Annual cost

0.08%

Fund size

$13.4B

Key differences

Both PLGI and HDV are equity ETFs. PLGI charges 1.25% a year and HDV 0.08%. The main difference: PLGI follows a active selection strategy; HDV uses index tracking.

  • PLGI follows a active selection strategy; HDV uses index tracking.
  • HDV costs 1.17% less per year.
  • HDV is much larger than PLGI. Larger funds are usually more liquid and less likely to close.
  • HDV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PLGIHDV
Annual cost (TER)1.25%0.08%
Fund size (AUM)$54M$13.4B
Since20252011
Dividend yield2.91%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+22.4%
CAGR 3YN/A+15.9%
CAGR 5YN/A+10.8%
Sharpe 3YN/A1.04
Volatility 1Y9.71%
Max drawdown-7.26%-37.04%

Similar to PLGI and HDV