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PLGI vs IIGD

PL Growth and Income ETF vs Invesco Investment Grade Defensive ETF

PLGI

PL Growth and Income ETF

Annual cost

1.25%

Fund size

$61M

IIGD

Invesco Investment Grade Defensive ETF

Annual cost

0.13%

Fund size

$31M

Key differences

  • IIGD costs 1.12% less per year.
  • PLGI is classified as equity, while IIGD is fixed income — different risk/return profiles.
  • PLGI follows a active selection strategy; IIGD uses index tracking.
  • IIGD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PLGIIIGD
Annual cost (TER)1.25%0.13%
Fund size (AUM)$61M$31M
Since20252018
Dividend yield4.27%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+4.6%
CAGR 3YN/A+5.1%
CAGR 5YN/A+1.7%
Sharpe 3YN/A0.46
Volatility 1Y2.32%
Max drawdown-7.26%-11.48%

Similar to PLGI and IIGD