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PLGI vs. TDSA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PLGI vs. TDSA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PL Growth and Income ETF (PLGI) and Cabana Target Drawdown 5 ETF (TDSA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


PLGI

1D
-0.87%
1M
-1.54%
YTD
-1.62%
6M
1Y
3Y*
5Y*
10Y*

TDSA

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PLGI vs. TDSA - Yearly Performance Comparison


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Return for Risk

PLGI vs. TDSA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PL Growth and Income ETF (PLGI) and Cabana Target Drawdown 5 ETF (TDSA). 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.

PLGI vs. TDSA - Sharpe Ratio Comparison


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Sharpe Ratios by Period


PLGITDSADifference

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.42

Drawdowns

PLGI vs. TDSA - Drawdown Comparison

The maximum PLGI drawdown since its inception was -7.26%, which is greater than TDSA's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for PLGI and TDSA.


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Drawdown Indicators


PLGITDSADifference

Max Drawdown

Largest peak-to-trough decline

-7.26%

0.00%

-7.26%

Current Drawdown

Current decline from peak

-3.69%

0.00%

-3.69%

Average Drawdown

Average peak-to-trough decline

-2.59%

0.00%

-2.59%

Volatility

PLGI vs. TDSA - Volatility Comparison


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Volatility by Period


PLGITDSADifference

Volatility (1Y)

Calculated over the trailing 1-year period

12.74%

0.00%

+12.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.74%

0.00%

+12.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.74%

0.00%

+12.74%

PLGI vs. TDSA - Expense Ratio Comparison

PLGI has a 1.25% expense ratio, which is higher than TDSA's 0.83% expense ratio.


Dividends

PLGI vs. TDSA - Dividend Comparison

PLGI's dividend yield for the trailing twelve months is around 0.02%, while TDSA has not paid dividends to shareholders.


Frequently Asked Questions


On fees, TDSA is cheaper at 0.83% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TDSA is cheaper with a 0.83% expense ratio, compared with 1.25% for PLGI.

PLGI has the higher dividend yield at 0.02%, compared with 0.00% for TDSA.

They also come from different issuers: Shalva Asset Management and Cabana. Their fees differ too: 1.25% for PLGI and 0.83% for TDSA.

Portfolio Optimizer

Find the right allocation for PLGI and TDSA

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