PLGI vs VOO
PL Growth and Income ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | PLGI | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.25% | 0.03% | |
| AUM | $52M | $979.0B | |
| Dividend Yield | 0.34% | 1.09% | |
| Holdings | 164 | 509 | |
| YTD Return | +1.11% | +13.79% | |
| 1Y Return | - | +23.01% | |
| 3Y Return (annualized) | - | +21.78% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -7.3% | -34.3% | |
| Fund Family | Collaborative Investment Series Trust | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Dec 10, 2025 | Sep 7, 2010 |
PLGI vs VOO Performance
PL Growth and Income ETF (PLGI) is a ETF from Collaborative Investment Series Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, PLGI is up 1.11% versus a gain of 13.79% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.3% for PLGI and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
PLGI charges 1.25% per year while VOO charges 0.03%. On a $10,000 position that is $125 vs $3 annually, a gap of $122 per year that compounds over a long holding period. On income, PLGI currently yields 0.34% against 1.09% for VOO.
Holdings Overlap
PLGI and VOO share 16 holdings out of 531 unique holdings combined, representing a 10.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, PLGI or VOO?
PLGI has an expense ratio of 1.25% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $122 per year of difference.
What is the holdings overlap between PLGI and VOO?
PLGI and VOO share 16 common holdings with a 10.3% weight overlap. Combined, they hold 531 unique securities.
Which pays a higher dividend, PLGI or VOO?
PLGI yields 0.34% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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