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PLGIvsLGHETF Comparison

ETF 1

PLGI

PL Growth and Income ETF

This fund is part of

Multi-Asset: Other

+0.22%

Full PLGI fund page

VS

ETF 2

LGH

HCM Retirement Defender 100 Index ETF

This fund is part of

Multi-Asset: Moderate

+0.15%

Full LGH fund page

PL Growth and Income ETF (PLGI) belongs to the Multi-Asset: Other segment. HCM Retirement Defender 100 Index ETF (LGH) is part of the Multi-Asset: Moderate segment. PLGI's top 3 sector exposures are Technology, Consumer Non-Cyclicals and Finance. In contrast, LGH's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. PLGI is more expensive with a Total Expense Ratio (TER) of 1.66%, versus 1% for LGH. PLGI is up 2.18% year-to-date (YTD) with +$5M in YTD flows. LGH performs better with 6.21% YTD performance, and -$22M in YTD flows. Run a side-by-side ETF comparison of PLGI and LGH below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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PLGI vs LGH performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 09/01/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	PLGI LGH	+1.21%+1.17%	+2.02%+0.44%	+2.18%+6.21%	n/a+16.08%	n/a+67.21%	n/a+55.71%
Flows	PLGI LGH	-$4M-	-$6M-$10M	+$5M-$22M	--$5M	-+$61M	-+$148M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	PLGI LGH	+8.83%+18.73%	n/a+16.66%	n/a+17.20%	n/a+16.85%
Max drawdown	PLGI LGH	-4.71%-6.50%	n/a-11.23%	n/a-18.42%	n/a-29.00%
Max drawdown duration	PLGI LGH	60d62d	n/a120d	n/a206d	n/a806d

Trading data

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	PLGI	LGH
Last sale 9/3/2026 at 1:30 PM	$25.76	$66.80
Previous close 09/02/2026	$25.64	$65.80
Consolidated volume 09/02/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of August 31, 2026

1-year trailing difference

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PLGI

is actively managed and doesn’t replicate an index

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	PLGI	LGH
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 9/3/2026 at 1:30 PM

Live

Closed

	PLGI	LGH
Last price	$25.76	$66.80
1D performance	+0.47%	+1.52%
AuM	$49.52 M	$592.56 M
E/R	1.66%	1%

Characteristics

	PLGI	LGH
Management strategy	Active	Passive
Provider	Collaborative Fund Advisors	Howard Capital Management
Benchmark	-	HCM Retirement Defender 100 Index
N° of holdings	2443	411
Asset class	-	Alternative
Trailing 12m distribution yield	Join	Join
Inception date	December 10, 2025	October 7, 2019
ESG	No	No

More PLGI data on Trackinsight

More LGH data on Trackinsight

Exposure

Countries

PLGI

USA

77.84%

Other

22.16%

LGH

USA

78.24%

Other

21.76%

Sectors

PLGI

Technology

37.61%

Consumer Non-Cycl.

15.29%

Finance

13.3%

Other

33.8%

LGH

Technology

38.58%

Finance

10.51%

Consumer Non-Cycl.

7.97%

Healthcare

7.01%

Other

35.93%

Diversification

PLGI

Total weight of top 15 holdings out of 15

47.66%

LGH

Total weight of top 15 holdings out of 15

57.75%

Top 15 holdings

Data as of July 31, 2026

PLGI

NVIDIA Corp.

6.13%

Apple, Inc.

5.59%

Alphabet, Inc.

5.53%

Microsoft Corp.

4.44%

Amazon.com, Inc.

4.27%

MercadoLibre, Inc.

3.45%

Yum China Holdings, Inc.

2.63%

BlackRock Cash Funds - Treasury

2.45%

Wix.com Ltd.

2.30%

Broadcom Inc.

2.19%

Toyota Motor Corp.

2.12%

Meta Platforms, Inc.

1.85%

The Allstate Corp.

1.78%

Pinterest, Inc.

1.51%

Walmart, Inc.

1.43%

LGH

US25459W8626

19.08%

NVIDIA Corp.

6.75%

Apple, Inc.

6.61%

Microsoft Corp.

4.85%

Amazon.com, Inc.

3.78%

Alphabet, Inc.

2.86%

Broadcom Inc.

2.55%

Alphabet, Inc.

2.49%

Meta Platforms, Inc.

1.66%

Eli Lilly & Co.

1.37%

JPMorgan Chase & Co.

1.34%

Micron Technology, Inc.

1.26%

Tesla, Inc.

1.22%

Berkshire Hathaway, Inc.

0.99%

US30233Q1085

0.95%

Frequently asked questions about PLGI and LGH

How have the PLGI and LGH ETFs performed in 2026?

As of September 1, 2026, PLGI is up 2.18% year-to-date (YTD), while LGH has returned 6.21%. That puts LGH better performer ahead so far this year.

Which ETF is attracting more investor money: PLGI or LGH?

Year-to-date, the PLGI ETF saw +$5M in flows, compared to -$22M for LGH.

Which ETF is bigger: PLGI or LGH?

As of September 1, 2026, PLGI holds $49.52 M in assets under management (AUM), while LGH manages $592.56 M.

What sectors do the PLGI and LGH ETFs invest in?

PLGI leans toward sectors like Technology, Consumer Non-Cyclicals and Finance. Meanwhile, LGH focuses on Technology, Finance and Consumer Non-Cyclicals.

PLGIvsLGHETF Comparison

PL Growth and Income ETF

HCM Retirement Defender 100 Index ETF

PLGI vs LGH performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the PLGI and LGH ETFs performed in 2026?

As of September 1, 2026, PLGI is up 2.18% year-to-date (YTD), while LGH has returned 6.21%. That puts LGH better performer ahead so far this year.

Which ETF is attracting more investor money: PLGI or LGH?

Year-to-date, the PLGI ETF saw +$5M in flows, compared to -$22M for LGH.

Which ETF is bigger: PLGI or LGH?

As of September 1, 2026, PLGI holds $49.52 M in assets under management (AUM), while LGH manages $592.56 M.

What sectors do the PLGI and LGH ETFs invest in?

PLGI leans toward sectors like Technology, Consumer Non-Cyclicals and Finance. Meanwhile, LGH focuses on Technology, Finance and Consumer Non-Cyclicals.

What are the top holdings of the PLGI ETF and LGH ETF?

PLGI top holdings include NVIDIA Corp., Apple, Inc. and Alphabet, Inc.. LGH holds in its top three: US25459W8626, NVIDIA Corp. and Apple, Inc..

Which ETF is more diversified: PLGI or LGH?

PLGI holds 2504 securities with 47.66% of its assets in the top 15. LGH has 418 securities and a top 15 weight of 57.75%.

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