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PLGI vs TDVG

PL Growth and Income ETF vs T. Rowe Price Dividend Growth ETF

PLGI

PL Growth and Income ETF

Annual cost

1.25%

Fund size

$54M

TDVG

T. Rowe Price Dividend Growth ETF

Annual cost

0.50%

Fund size

$1.3B

Key differences

Both PLGI and TDVG are equity ETFs. PLGI charges 1.25% a year and TDVG 0.50%. The main difference: TDVG costs 0.75% less per year.

  • TDVG costs 0.75% less per year.
  • TDVG is much larger than PLGI. Larger funds are usually more liquid and less likely to close.
  • TDVG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PLGITDVG
Annual cost (TER)1.25%0.50%
Fund size (AUM)$54M$1.3B
Since20252020
Dividend yield0.99%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+16.5%
CAGR 3YN/A+16.3%
CAGR 5YN/A+9.9%
Sharpe 3YN/A1.02
Volatility 1Y9.75%
Max drawdown-7.26%-19.20%

Similar to PLGI and TDVG