LEXI vs. PLGI

Last updated Jun 26, 2026

LEXI (Alexis Practical Tactical ETF) and PLGI (PL Growth and Income ETF) are both Tactical Allocation funds. Both are actively managed. A 0.57 correlation means they provide meaningful diversification when combined. LEXI charges 1.00%/yr vs 1.25%/yr for PLGI.

Performance

LEXI vs. PLGI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alexis Practical Tactical ETF (LEXI) and PL Growth and Income ETF (PLGI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LEXI achieves a 13.12% return, which is significantly higher than PLGI's -4.68% return.

LEXI

• 1D: 0.51%
• 1M: 0.88%
• YTD: 13.12%
• 6M: 11.73%
• 1Y: 27.54%
• 3Y*: 19.88%
• 5Y*: —
• 10Y*: —

PLGI

• 1D: -0.76%
• 1M: -3.35%
• YTD: -4.68%
• 6M: -5.46%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

LEXI vs. PLGI - Yearly Performance Comparison

	2026 (YTD)	2025
LEXI Alexis Practical Tactical ETF	13.12%	0.43%
PLGI PL Growth and Income ETF	-4.68%	0.08%

Correlation

The correlation between LEXI and PLGI is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 10, 2025	0.57

Return for Risk

LEXI vs. PLGI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LEXI

LEXI Risk / Return Rank: 85
LEXI Sharpe Ratio Rank: 87
LEXI Sortino Ratio Rank: 88
LEXI Omega Ratio Rank: 86
LEXI Calmar Ratio Rank: 76
LEXI Martin Ratio Rank: 87

PLGI

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LEXI vs. PLGI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alexis Practical Tactical ETF (LEXI) and PL Growth and Income ETF (PLGI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	LEXI	PLGI	Difference
Sharpe ratio: Return per unit of total volatility	2.49	—	—
Sortino ratio: Return per unit of downside risk	3.52	—	—
Omega ratio: Gain probability vs. loss probability	1.45	—	—
Calmar ratio: Return relative to maximum drawdown	3.41	—	—
Martin ratio: Return relative to average drawdown	16.22	—	—

Drawdowns

LEXI vs. PLGI - Drawdown Comparison

The maximum LEXI drawdown since its inception was -22.01%, which is greater than PLGI's maximum drawdown of -7.26%. Use the drawdown chart below to compare losses from any high point for LEXI and PLGI.

Drawdown Indicators

	LEXI	PLGI	Difference
Max Drawdown Largest peak-to-trough decline	-22.01%	-7.26%	-14.75%
Max Drawdown (1Y) Largest decline over 1 year	-8.12%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-15.94%	—	—
Current Drawdown Current decline from peak	-0.85%	-6.69%	+5.84%
Average Drawdown Average peak-to-trough decline	-5.13%	-2.78%	-2.35%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.70%	—	—

Volatility

Volatility by Period

	LEXI	PLGI	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.75%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.31%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	11.10%	12.48%	-1.38%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.64%	12.48%	+2.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.64%	12.48%	+2.16%

LEXI vs. PLGI - Expense Ratio Comparison

LEXI has a 1.00% expense ratio, which is lower than PLGI's 1.25% expense ratio.

Dividends

LEXI vs. PLGI - Dividend Comparison

LEXI's dividend yield for the trailing twelve months is around 0.83%, more than PLGI's 0.34% yield.

Position	TTM	2025	2024	2023	2022	2021
LEXI Alexis Practical Tactical ETF	0.83%	0.94%	2.17%	1.34%	0.95%	0.23%
PLGI PL Growth and Income ETF	0.34%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both LEXI and PLGI in my portfolio?

LEXI and PLGI have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, LEXI or PLGI?

On fees, LEXI is cheaper at 1.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, LEXI or PLGI?

LEXI is cheaper with a 1.00% expense ratio, compared with 1.25% for PLGI.

Which ETF pays a higher dividend yield, LEXI or PLGI?

LEXI has the higher dividend yield at 0.83%, compared with 0.34% for PLGI.

What is the main difference between LEXI and PLGI?

They also come from different issuers: Alexis and Shalva Asset Management. Their fees differ too: 1.00% for LEXI and 1.25% for PLGI.