PLGI vs VOO
PL Growth and Income ETF vs Vanguard S&P 500 ETF
Which is better, PLGI or VOO?
Equity-oriented Balanced against Large Cap Blend.
VOO has a lower expense ratio. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 42.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | PLGI | VOO |
|---|---|---|
| Expense Ratio | 1.25% | 0.03%Best |
| AUM | $50M | $997.4B |
| Dividend Yield | 0.32% | 1.04% |
| Holdings | 170 | 509 |
| YTD Return | +1.52% | +13.82%Best |
| 1Y Return | - | +18.56% |
| 3Y Return (annualized) | - | +23.49% |
| 5Y Return (annualized) | - | +13.34% |
| Top 10 Weight | 42.0% | 37.6%Best |
| Fund Family | Collaborative Investment Series Trust | Vanguard (US) |
| Category | Allocation/Balanced | Equity |
| Style | Equity-oriented Balanced | Large Cap Blend |
| Inception | Dec 10, 2025 | Sep 7, 2010 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
PLGI vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
PLGI vs VOO Performance
PL Growth and Income ETF (PLGI) is an ETF from Collaborative Investment Series Trust and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, PLGI is up 1.52% versus a gain of 13.82% for VOO.
Past performance does not guarantee future results.
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 0.32% against 1.04% for VOO.
Holdings Overlap
58.3% of PLGI's money is in holdings VOO also owns. 57.0% of VOO's money is in holdings PLGI also owns.
The two portfolios partly overlap.
48 positions in common, counted across the 74 positions we hold weights for in PLGI and 494 in VOO, against full books of 170 and 509.
What only one of them owns
Our book lists 439 positions for VOO that do not appear in our book for PLGI (42.2% of the fund), and 19 for PLGI that do not appear in VOO (33.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in PLGI | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 6.24% | 7.55% | 1.31% |
| AAPLApple, Inc | 6.38% | 7.05% | 0.67% |
| MSFTMicrosoft Corp | 3.90% | 5.36% | 1.46% |
| GOOGLAlphabet Inc,class A | 5.37% | 3.24% | 2.13% |
| AMZNAmazon.Com Inc | 3.76% | 4.13% | 0.37% |
| AVGOBroadcom Inc | 2.22% | 2.86% | 0.64% |
| METAMeta Platforms Inc | 2.04% | 1.90% | 0.14% |
| LLYEli Lilly & Co. | 1.48% | 1.41% | 0.07% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 1.37% | 1.46% | 0.09% |
| TSLATesla Inc | 1.34% | 1.36% | 0.02% |
58.3% of PLGI is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $122 a year on a $10,000 investment.
What is the holdings overlap between PLGI and VOO?
58.3% of PLGI's money is in holdings VOO also owns. 57.0% of VOO's is in holdings PLGI also owns. They hold 48 positions in common, counted across the 74 positions we hold weights for in PLGI and 494 in VOO.
Which pays a higher dividend, PLGI or VOO?
PLGI yields 0.32% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than PLGI?
VOO has a lower expense ratio. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 42.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.