Skip to content
Beacon
Screener

PLGI vs IG

PL Growth and Income ETF vs Principal Investment Grade Corporate ETF

PLGI

PL Growth and Income ETF

Collaborative Fund Advisors, LLC

Annual cost

1.25%

Fund size

$61M

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

Key differences

  • IG costs 1.06% less per year.
  • PLGI is classified as equity, while IG is fixed income — different risk/return profiles.
  • IG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PLGIIG
Annual cost (TER)1.25%0.19%
Fund size (AUM)$61M$179M
Since20252018
Dividend yield5.06%
Asset classequityfixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+7.0%
CAGR 3YN/A+5.1%
CAGR 5YN/A+0.2%
Sharpe 3YN/A0.27
Volatility 1Y4.81%
Max drawdown-7.26%-23.17%

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

Similar to PLGI and IG