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PLGI vs IGRO

PL Growth and Income ETF vs iShares International Dividend Growth ETF

PLGI

PL Growth and Income ETF

Annual cost

1.25%

Fund size

$54M

IGRO

iShares International Dividend Growth ETF

Annual cost

0.15%

Fund size

$1.2B

Key differences

Both PLGI and IGRO are equity ETFs. PLGI charges 1.25% a year and IGRO 0.15%. The main difference: PLGI follows a active selection strategy; IGRO uses index tracking.

  • PLGI follows a active selection strategy; IGRO uses index tracking.
  • PLGI covers North America; IGRO covers global markets excluding the US.
  • IGRO costs 1.10% less per year.
  • IGRO is much larger than PLGI. Larger funds are usually more liquid and less likely to close.
  • IGRO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PLGIIGRO
Annual cost (TER)1.25%0.15%
Fund size (AUM)$54M$1.2B
Since20252016
Dividend yield2.37%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1YN/A+13.1%
CAGR 3YN/A+16.0%
CAGR 5YN/A+7.4%
Sharpe 3YN/A0.93
Volatility 1Y12.56%
Max drawdown-7.26%-36.25%

Similar to PLGI and IGRO