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PLGI vs YYY

PL Growth and Income ETF vs Amplify CEF High Income ETF

PLGI

PL Growth and Income ETF

Collaborative Fund Advisors, LLC

Annual cost

1.25%

Fund size

$61M

YYY

Amplify CEF High Income ETF

Amplify ETFs

Annual cost

3.23%

Fund size

$712M

Key differences

  • PLGI costs 1.98% less per year.
  • YYY is significantly larger than PLGI — larger funds tend to be more liquid and less likely to close.
  • PLGI follows a active selection strategy; YYY uses index tracking.
  • YYY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PLGIYYY
Annual cost (TER)1.25%3.23%
Fund size (AUM)$61M$712M
Since20252012
Dividend yield12.48%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+15.2%
CAGR 3YN/A+13.4%
CAGR 5YN/A+3.8%
Sharpe 3YN/A0.93
Volatility 1Y8.53%
Max drawdown-7.26%-42.52%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PLGI and YYY