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PLGI vs IJK

PL Growth and Income ETF vs iShares S&P Mid-Cap 400 Growth ETF

PLGI

PL Growth and Income ETF

Annual cost

1.25%

Fund size

$54M

IJK

iShares S&P Mid-Cap 400 Growth ETF

Annual cost

0.17%

Fund size

$11.0B

Key differences

Both PLGI and IJK are equity ETFs. PLGI charges 1.25% a year and IJK 0.17%. The main difference: PLGI follows a active selection strategy; IJK uses index tracking.

  • PLGI follows a active selection strategy; IJK uses index tracking.
  • IJK costs 1.08% less per year.
  • IJK is much larger than PLGI. Larger funds are usually more liquid and less likely to close.
  • IJK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PLGIIJK
Annual cost (TER)1.25%0.17%
Fund size (AUM)$54M$11.0B
Since20252000
Dividend yield0.55%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+26.7%
CAGR 3YN/A+18.6%
CAGR 5YN/A+7.9%
Sharpe 3YN/A0.81
Volatility 1Y17.23%
Max drawdown-7.26%-39.25%

Similar to PLGI and IJK