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PLGI vs IWP

PL Growth and Income ETF vs iShares Russell Mid-Cap Growth ETF

PLGI

PL Growth and Income ETF

Annual cost

1.25%

Fund size

$54M

IWP

iShares Russell Mid-Cap Growth ETF

Annual cost

0.23%

Fund size

$20.5B

Key differences

Both PLGI and IWP are equity ETFs. PLGI charges 1.25% a year and IWP 0.23%. The main difference: PLGI follows a active selection strategy; IWP uses index tracking.

  • PLGI follows a active selection strategy; IWP uses index tracking.
  • IWP costs 1.02% less per year.
  • IWP is much larger than PLGI. Larger funds are usually more liquid and less likely to close.
  • IWP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PLGIIWP
Annual cost (TER)1.25%0.23%
Fund size (AUM)$54M$20.5B
Since20252001
Dividend yield0.33%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+3.5%
CAGR 3YN/A+16.2%
CAGR 5YN/A+6.1%
Sharpe 3YN/A0.69
Volatility 1Y16.72%
Max drawdown-7.26%-38.62%

Similar to PLGI and IWP