PLGI vs TACU

PLGIDPL Growth and Income ETF

TACUAT. Rowe Price Active Core U.S. Equity ETF

In short

PLGI A boutique swing at growth plus income: 30 to 50 hand-picked US stocks, with options writing layered on for cash flow. Live since December 2025, and priced at the premium end of active equity.

TACU T. Rowe Price's quant-plus-fundamental take on core large-cap U.S. stock, benchmarked to the Russell 1000. Gross fee 0.14%, fully waived to zero through January 30, 2027.

Stated mandate

PLGI The Fund seeks long-term capital appreciation and income. It normally invests at least 80% of assets in a combination of growth-company equities and income-producing securities or options.

TACU The fund seeks long-term capital growth through a primarily U.S. equity portfolio. It combines quantitative models with fundamental, bottom-up analysis and seeks excess returns relative to the Russell 1000 Index.

Why people hold it

• PLGI Concentration is the point: a focused book of 30 to 50 common stocks, any market cap, so individual picks actually move the fund instead of getting diluted.nasdaqtrader.com
• Two jobs, one wrapper. At least 80% of assets sit in growth-company equities plus income-producing securities or options, so the income leg is written into the mandate.plgrowthincome.com
• Genuinely active, with no index to hug. The adviser picks names and can trade frequently, and the holdings lean toward US-listed issuers.plgrowthincome.comnasdaqtrader.com

• TACU Fee fully waived: 0.14% gross, zero net through January 30, 2027. That sits below every top-scoring peer in the category, including DFAU at 0.12% with no waiver.troweprice.com
• Quant models feed bottom-up stock picking with tilts to profitability, quality and value, chasing excess return over the Russell 1000 while holding tracking error tight.troweprice.com
• Several hundred large-cap names, so no single position runs the show. One of the stronger profiles in a crowded active U.S. equity field.troweprice.com

Worth knowing

• PLGI The price tag is 1.25% a year. Low-cost active peers like DFAU and FELC run under 0.20%, so this strategy carries a much heavier fee load.
• Small and thinly traded, with a track record that only starts in December 2025. Limit orders and patience matter more here than with a heavily traded large-cap fund.
• Concentration cuts both ways: with only a few dozen names, one stumble lands harder, and calls written on holdings can trim upside when a stock runs.nasdaqtrader.com

• TACU Launched in December 2025, so the live record is short and the risk read rests on limited history.
• Still a small fund that trades lightly, which can mean wider spreads than the category's giants.
• Distributions are annual at most, with no declared income target. This is a growth mandate, not a cash-flow one.

Full PLGI profile⁠

Full TACU profile⁠