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PLGI vs SPYG

PL Growth and Income ETF vs State Street SPDR Portfolio S&P 500 Growth ETF

PLGI

PL Growth and Income ETF

Annual cost

1.25%

Fund size

$54M

SPYG

State Street SPDR Portfolio S&P 500 Growth ETF

Annual cost

0.04%

Fund size

$53.9B

Key differences

Both PLGI and SPYG are equity ETFs. PLGI charges 1.25% a year and SPYG 0.04%. The main difference: PLGI follows a active selection strategy; SPYG uses index tracking.

  • PLGI follows a active selection strategy; SPYG uses index tracking.
  • SPYG costs 1.21% less per year.
  • SPYG is much larger than PLGI. Larger funds are usually more liquid and less likely to close.
  • SPYG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PLGISPYG
Annual cost (TER)1.25%0.04%
Fund size (AUM)$54M$53.9B
Since20252000
Dividend yield0.46%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+28.5%
CAGR 3YN/A+27.5%
CAGR 5YN/A+15.2%
Sharpe 3YN/A1.18
Volatility 1Y16.53%
Max drawdown-7.26%-32.67%

Similar to PLGI and SPYG