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PLGI vs IWY

PL Growth and Income ETF vs iShares Russell Top 200 Growth ETF

PLGI

PL Growth and Income ETF

Annual cost

1.25%

Fund size

$54M

IWY

iShares Russell Top 200 Growth ETF

Annual cost

0.20%

Fund size

$17.6B

Key differences

Both PLGI and IWY are equity ETFs. PLGI charges 1.25% a year and IWY 0.20%. The main difference: PLGI follows a active selection strategy; IWY uses index tracking.

  • PLGI follows a active selection strategy; IWY uses index tracking.
  • IWY costs 1.05% less per year.
  • IWY is much larger than PLGI. Larger funds are usually more liquid and less likely to close.
  • IWY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PLGIIWY
Annual cost (TER)1.25%0.20%
Fund size (AUM)$54M$17.6B
Since20252009
Dividend yield0.32%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+22.5%
CAGR 3YN/A+25.2%
CAGR 5YN/A+15.9%
Sharpe 3YN/A1.07
Volatility 1Y15.88%
Max drawdown-7.26%-32.68%

Similar to PLGI and IWY