PLGI vs. TBFG
PLGI (PL Growth and Income ETF) and TBFG (The Brinsmere Fund - Growth ETF) are both Tactical Allocation funds. Both are actively managed. A 0.59 correlation means they provide meaningful diversification when combined. PLGI charges 1.25%/yr vs 0.42%/yr for TBFG.
Performance
PLGI vs. TBFG - Performance Comparison
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Returns By Period
In the year-to-date period, PLGI achieves a -1.62% return, which is significantly lower than TBFG's 10.35% return.
PLGI
- 1D
- -0.87%
- 1M
- -1.54%
- YTD
- -1.62%
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TBFG
- 1D
- -0.36%
- 1M
- 4.39%
- YTD
- 10.35%
- 6M
- 11.14%
- 1Y
- 24.53%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PLGI vs. TBFG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
PLGI PL Growth and Income ETF | -1.62% | -0.98% |
TBFG The Brinsmere Fund - Growth ETF | 10.35% | 0.18% |
Correlation
The correlation between PLGI and TBFG is 0.59, 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 11, 2025 | 0.59 |
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Return for Risk
PLGI vs. TBFG — Risk / Return Rank
PLGI
TBFG
PLGI vs. TBFG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PL Growth and Income ETF (PLGI) and The Brinsmere Fund - Growth ETF (TBFG). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| PLGI | TBFG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.42 | 1.38 | -1.81 |
Drawdowns
PLGI vs. TBFG - Drawdown Comparison
The maximum PLGI drawdown since its inception was -7.26%, smaller than the maximum TBFG drawdown of -13.43%. Use the drawdown chart below to compare losses from any high point for PLGI and TBFG.
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Drawdown Indicators
| PLGI | TBFG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.26% | -13.43% | +6.17% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.63% | — |
Current DrawdownCurrent decline from peak | -3.69% | -0.36% | -3.33% |
Average DrawdownAverage peak-to-trough decline | -2.59% | -1.63% | -0.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.76% | — |
Volatility
PLGI vs. TBFG - Volatility Comparison
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Volatility by Period
| PLGI | TBFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.00% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.00% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.74% | 9.73% | +3.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.74% | 10.95% | +1.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.74% | 10.95% | +1.79% |
PLGI vs. TBFG - Expense Ratio Comparison
PLGI has a 1.25% expense ratio, which is higher than TBFG's 0.42% expense ratio.
Dividends
PLGI vs. TBFG - Dividend Comparison
PLGI's dividend yield for the trailing twelve months is around 0.02%, less than TBFG's 2.35% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
PLGI PL Growth and Income ETF | 0.02% | 0.00% | 0.00% |
TBFG The Brinsmere Fund - Growth ETF | 2.35% | 2.65% | 2.43% |
Frequently Asked Questions
PLGI and TBFG have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TBFG is cheaper at 0.42% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TBFG is cheaper with a 0.42% expense ratio, compared with 1.25% for PLGI.
TBFG has the higher dividend yield at 2.35%, compared with 0.02% for PLGI.
They also come from different issuers: Shalva Asset Management and The Brinsmere Funds. Their fees differ too: 1.25% for PLGI and 0.42% for TBFG.
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