PLGI vs VTI
PL Growth and Income ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | PLGI | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 1.25% | 0.03% | |
| AUM | $52M | $663.5B | |
| Dividend Yield | 0.34% | 1.07% | |
| Holdings | 164 | 3,543 | |
| YTD Return | +1.15% | +13.87% | |
| 1Y Return | - | +23.31% | |
| 3Y Return (annualized) | - | +21.17% | |
| 5Y Return (annualized) | - | +12.23% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -7.3% | -56.6% | |
| Fund Family | Collaborative Investment Series Trust | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Dec 10, 2025 | May 24, 2001 |
PLGI vs VTI Performance
PL Growth and Income ETF (PLGI) is a ETF from Collaborative Investment Series Trust and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, PLGI is up 1.15% versus a gain of 13.87% for VTI.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.3% for PLGI and -56.6% for VTI. 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 VTI 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 1.07% for VTI.
Holdings Overlap
PLGI and VTI share 20 holdings out of 2805 unique holdings combined, representing a 9.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, PLGI or VTI?
PLGI has an expense ratio of 1.25% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $122 per year of difference.
What is the holdings overlap between PLGI and VTI?
PLGI and VTI share 20 common holdings with a 9.9% weight overlap. Combined, they hold 2805 unique securities.
Which pays a higher dividend, PLGI or VTI?
PLGI yields 0.34% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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