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PLGI vs IWO

PL Growth and Income ETF vs iShares Russell 2000 Growth ETF

PLGI

PL Growth and Income ETF

Annual cost

1.25%

Fund size

$54M

IWO

iShares Russell 2000 Growth ETF

Annual cost

0.24%

Fund size

$14.7B

Key differences

Both PLGI and IWO are equity ETFs. PLGI charges 1.25% a year and IWO 0.24%. The main difference: PLGI follows a active selection strategy; IWO uses index tracking.

  • PLGI follows a active selection strategy; IWO uses index tracking.
  • IWO costs 1.01% less per year.
  • IWO is much larger than PLGI. Larger funds are usually more liquid and less likely to close.
  • IWO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PLGIIWO
Annual cost (TER)1.25%0.24%
Fund size (AUM)$54M$14.7B
Since20252000
Dividend yield0.40%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+33.4%
CAGR 3YN/A+18.5%
CAGR 5YN/A+4.9%
Sharpe 3YN/A0.71
Volatility 1Y21.80%
Max drawdown-7.26%-42.01%

Similar to PLGI and IWO