PLGI vs VTI
PL Growth and Income ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, PLGI or VTI?
Equity-oriented Balanced against Large Cap Blend.
VTI has a lower expense ratio.
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 | VTI |
|---|---|---|
| Expense Ratio | 1.25% | 0.03%Best |
| AUM | $50M | $666.9B |
| Dividend Yield | 0.33% | 1.07% |
| Holdings | 170 | 3,543 |
| YTD Return | +2.01% | +13.59%Best |
| 1Y Return | - | +20.00% |
| 3Y Return (annualized) | - | +20.95% |
| 5Y Return (annualized) | - | +11.81% |
| Fund Family | Collaborative Investment Series Trust | Vanguard (US) |
| Category | Allocation/Balanced | Equity |
| Style | Equity-oriented Balanced | Large Cap Blend |
| Inception | Dec 10, 2025 | May 24, 2001 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
PLGI vs VTI 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 VTI Performance
PL Growth and Income ETF (PLGI) is an ETF from Collaborative Investment Series Trust and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Year to date, PLGI is up 2.01% versus a gain of 13.59% for VTI.
Past performance does not guarantee future results.
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 0.33% against 1.07% for VTI.
Holdings Overlap
At least 61.6% of PLGI's money is in holdings VTI also owns.
Stated as a floor: for VTI, our book for it covers 92.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
49 positions in common, counted across the 74 positions we hold weights for in PLGI and 2,787 in VTI, against full books of 170 and 3,543.
Top Shared Holdings
| Stock | Weight in PLGI | Weight in VTI | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 6.24% | 6.32% | 0.08% |
| AAPLApple, Inc | 6.38% | 5.84% | 0.54% |
| GOOGLAlphabet Inc.Class A | 5.37% | 2.88% | 2.49% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 3.90% | 3.81% | 0.09% |
| AMZNAmazon.Com Inc | 3.76% | 3.17% | 0.59% |
| AVGOBroadcom Inc | 2.22% | 2.46% | 0.24% |
| METAMeta Platform Inc | 2.04% | 1.70% | 0.34% |
| TSLATesla Motors Inc | 1.34% | 1.63% | 0.29% |
| LLYEli Lilly & Co. | 1.48% | 1.40% | 0.08% |
| MUMicron Technology, Inc. | 1.09% | 1.79% | 0.70% |
61.6% of PLGI is already inside VTI.
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 VTI?
PLGI has an expense ratio of 1.25% while VTI charges 0.03%. VTI is the cheaper option, by $122 a year on a $10,000 investment.
What is the holdings overlap between PLGI and VTI?
At least 61.6% of PLGI's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 49 positions in common, counted across the 74 positions we hold weights for in PLGI and 2,787 in VTI.
Which pays a higher dividend, PLGI or VTI?
PLGI yields 0.33% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
Is VTI better than PLGI?
VTI has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.