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PLGI vs VTWG

PL Growth and Income ETF vs Vanguard Russell 2000 Growth Index Fund ETF Shares

PLGI

PL Growth and Income ETF

Annual cost

1.25%

Fund size

$54M

VTWG

Vanguard Russell 2000 Growth Index Fund ETF Shares

Annual cost

0.06%

Fund size

$1.7B

Key differences

Both PLGI and VTWG are equity ETFs. PLGI charges 1.25% a year and VTWG 0.06%. The main difference: PLGI follows a active selection strategy; VTWG uses index tracking.

  • PLGI follows a active selection strategy; VTWG uses index tracking.
  • VTWG costs 1.19% less per year.
  • VTWG is much larger than PLGI. Larger funds are usually more liquid and less likely to close.
  • VTWG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PLGIVTWG
Annual cost (TER)1.25%0.06%
Fund size (AUM)$54M$1.7B
Since20252010
Dividend yield0.58%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+33.7%
CAGR 3YN/A+18.8%
CAGR 5YN/A+5.0%
Sharpe 3YN/A0.71
Volatility 1Y21.95%
Max drawdown-7.26%-42.07%

Similar to PLGI and VTWG