Screener
PLGI vs PGX
PL Growth and Income ETF vs Invesco Preferred ETF
Key differences
- PGX costs 0.75% less per year.
- PGX is significantly larger than PLGI — larger funds tend to be more liquid and less likely to close.
- PLGI is classified as equity, while PGX is fixed income — different risk/return profiles.
- PLGI follows a active selection strategy; PGX uses index tracking.
- PGX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PLGI | PGX | |
|---|---|---|
| Annual cost (TER) | 1.25% | 0.50% |
| Fund size (AUM) | $61M | $3.9B |
| Since | 2025 | 2008 |
| Dividend yield | — | 6.16% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +7.3% |
| CAGR 3Y | N/A | +6.1% |
| CAGR 5Y | N/A | -0.3% |
| Sharpe 3Y | N/A | 0.31 |
| Volatility 1Y | — | 6.14% |
| Max drawdown | -7.26% | -34.10% |
Similar to PLGI and PGX
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