PLGI vs. TDSA
PLGI (PL Growth and Income ETF) and TDSA (Cabana Target Drawdown 5 ETF) are both Tactical Allocation funds. PLGI is actively managed, while TDSA is passively managed. PLGI charges 1.25%/yr vs 0.83%/yr for TDSA.
Performance
PLGI vs. TDSA - Performance Comparison
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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*
- —
PLGI vs. TDSA - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
PLGI PL Growth and Income ETF | -2.16% |
TDSA Cabana Target Drawdown 5 ETF | 0.00% |
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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.
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Sharpe Ratios by Period
| PLGI | TDSA | Difference | |
|---|---|---|---|
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
| PLGI | TDSA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.26% | 0.00% | -7.26% |
Current DrawdownCurrent decline from peak | -3.69% | 0.00% | -3.69% |
Average DrawdownAverage peak-to-trough decline | -2.59% | 0.00% | -2.59% |
Volatility
PLGI vs. TDSA - Volatility Comparison
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Volatility by Period
| PLGI | TDSA | Difference | |
|---|---|---|---|
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.
| Position | TTM |
|---|---|
PLGI PL Growth and Income ETF | 0.02% |
TDSA Cabana Target Drawdown 5 ETF | 0.00% |
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.
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