PLGI vs. TRTY
PLGI (PL Growth and Income ETF) and TRTY (Cambria Trinity ETF) are both Tactical Allocation funds. PLGI is actively managed, while TRTY is passively managed. Their 0.39 correlation means their historical movements had little consistent relationship. PLGI charges 1.25%/yr vs 0.44%/yr for TRTY.
Performance
PLGI vs. TRTY - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, PLGI achieves a 0.77% return, which is significantly lower than TRTY's 10.11% return.
PLGI
- 1D
- 1.09%
- 1M
- 3.46%
- 6M
- -0.88%
- YTD
- 0.77%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
TRTY
- 1D
- -0.06%
- 1M
- 2.65%
- 6M
- 4.69%
- YTD
- 10.11%
- 1Y
- 21.46%
- 3Y*
- 10.73%
- 5Y*
- 6.73%
- 10Y*
- —
- ALL TIME*
- 6.20%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $28.65K | $34.15K | $157.92K | |
| $316.78K | $264.08K | $1.44M |
PLGI vs. TRTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
PLGI PL Growth and Income ETF | 0.77% | 0.08% |
TRTY Cambria Trinity ETF | 10.11% | 1.39% |
Correlation
The correlation between PLGI and TRTY is 0.39, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 10, 2025 | 0.39 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
PLGI vs. TRTY — Risk / Return Rank
PLGI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
TRTY
PLGI vs. TRTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PL Growth and Income ETF (PLGI) and Cambria Trinity ETF (TRTY). 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.
| PLGI | TRTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.42 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.93 | — |
| Martin ratioReturn relative to average drawdown | — | 13.95 | — |
Loading charts...
Drawdowns
PLGI vs. TRTY - Drawdown Comparison
The maximum PLGI drawdown since its inception was -7.26%, smaller than the maximum TRTY drawdown of -22.35%. Use the drawdown chart below to compare losses from any high point for PLGI and TRTY.
Loading charts...
Drawdown Indicators
| PLGI | TRTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.26% | -22.35% | +15.09% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.49% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -9.25% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -13.72% | — |
Current DrawdownCurrent decline from peak | -1.35% | -0.62% | -0.73% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -4.11% | +1.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.54% | — |
Volatility
PLGI vs. TRTY - Volatility Comparison
Loading charts...
Volatility by Period
| PLGI | TRTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.05% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.25% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.04% | 10.05% | +1.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.04% | 10.49% | +1.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.04% | 10.38% | +1.66% |
PLGI vs. TRTY - Expense Ratio Comparison
PLGI has a 1.25% expense ratio, which is higher than TRTY's 0.44% expense ratio.
Dividends
PLGI vs. TRTY - Dividend Comparison
PLGI's dividend yield for the trailing twelve months is around 0.33%, less than TRTY's 2.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
PLGI PL Growth and Income ETF | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TRTY Cambria Trinity ETF | 2.88% | 2.86% | 3.55% | 3.24% | 5.17% | 4.52% | 1.99% | 2.64% | 1.07% |
Frequently Asked Questions
PLGI and TRTY have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TRTY is cheaper at 0.44% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TRTY is cheaper with a 0.44% expense ratio, compared with 1.25% for PLGI.
TRTY has the higher dividend yield at 2.88%, compared with 0.33% for PLGI.
They also come from different issuers: Shalva Asset Management and Cambria. Their fees differ too: 1.25% for PLGI and 0.44% for TRTY.
Find the right allocation for PLGI and TRTY
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer