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PLGI vs MDYG

PL Growth and Income ETF vs State Street SPDR S&P 400 Mid Cap Growth ETF

PLGI

PL Growth and Income ETF

Annual cost

1.25%

Fund size

$54M

MDYG

State Street SPDR S&P 400 Mid Cap Growth ETF

Annual cost

0.15%

Fund size

$2.8B

Key differences

Both PLGI and MDYG are equity ETFs. PLGI charges 1.25% a year and MDYG 0.15%. The main difference: PLGI follows a active selection strategy; MDYG uses index tracking.

  • PLGI follows a active selection strategy; MDYG uses index tracking.
  • MDYG costs 1.10% less per year.
  • MDYG is much larger than PLGI. Larger funds are usually more liquid and less likely to close.
  • MDYG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PLGIMDYG
Annual cost (TER)1.25%0.15%
Fund size (AUM)$54M$2.8B
Since20252005
Dividend yield0.62%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+26.6%
CAGR 3YN/A+18.6%
CAGR 5YN/A+7.9%
Sharpe 3YN/A0.81
Volatility 1Y17.26%
Max drawdown-7.26%-39.28%

Similar to PLGI and MDYG