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PLGI vs INCM

PL Growth and Income ETF vs Franklin Income Focus ETF

PLGI

PL Growth and Income ETF

Annual cost

1.25%

Fund size

$54M

INCM

Franklin Income Focus ETF

Annual cost

0.38%

Fund size

$1.5B

Key differences

PLGI is an equity ETF, while INCM is an alternative ETF. PLGI charges 1.25% a year and INCM 0.38%.

  • PLGI is an equity fund, while INCM is an alternative fund. They carry different risk/return profiles.
  • PLGI follows a active selection strategy; INCM uses multi strategy.
  • PLGI covers North America; INCM covers emerging markets.
  • INCM costs 0.87% less per year.
  • INCM is much larger than PLGI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

PLGIINCM
Annual cost (TER)1.25%0.38%
Fund size (AUM)$54M$1.5B
Since20252023
Dividend yield5.06%
Asset classequityalternative
Regionnorth americaemerging markets
Strategyactive selectionmulti strategy
CAGR 1YN/A+15.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y5.40%
Max drawdown-7.26%-7.84%

Similar to PLGI and INCM