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PLGI vs IWF

PL Growth and Income ETF vs iShares Russell 1000 Growth ETF

PLGI

PL Growth and Income ETF

Annual cost

1.25%

Fund size

$54M

IWF

iShares Russell 1000 Growth ETF

Annual cost

0.18%

Fund size

$132.3B

Key differences

Both PLGI and IWF are equity ETFs. PLGI charges 1.25% a year and IWF 0.18%. The main difference: PLGI follows a active selection strategy; IWF uses index tracking.

  • PLGI follows a active selection strategy; IWF uses index tracking.
  • IWF costs 1.07% less per year.
  • IWF is much larger than PLGI. Larger funds are usually more liquid and less likely to close.
  • IWF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PLGIIWF
Annual cost (TER)1.25%0.18%
Fund size (AUM)$54M$132.3B
Since20252000
Dividend yield0.33%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+21.3%
CAGR 3YN/A+24.5%
CAGR 5YN/A+14.6%
Sharpe 3YN/A1.05
Volatility 1Y15.79%
Max drawdown-7.26%-32.72%

Similar to PLGI and IWF