ACGR vs LSGR
American Century Large Cap Growth ETF vs Natixis Loomis Sayles Focused Growth ETF
Which is better, ACGR or LSGR?
Nearly the same fund. ACGR costs less.
ACGR has a lower expense ratio. ACGR led over 1Y, LSGR over 3Y and the full window. The two have moved almost in lockstep, correlation 0.95. ACGR is less concentrated, with 52.4% of the fund in its ten largest positions against 76.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ACGR | LSGR |
|---|---|---|
| Expense Ratio | 0.39%Best | 0.59% |
| AUM | $11M | $929M |
| Dividend Yield | 0.10% | 0.00% |
| Holdings | 94 | 44 |
| YTD Return | +7.66%Best | +2.25% |
| 1Y Return | +9.05%Best | +3.06% |
| 3Y Return (annualized) | +19.56% | +21.65%Best |
| 5Y Return (annualized) | +11.15% | - |
| Volatility (annualized) | 15.7%Best | 17.8% |
| Max Drawdown | -24.6% | -22.9%Best |
| $10,000 over 3.3 years | $17,495 | $18,236Best |
| Top 10 Weight | 52.4%Best | 76.0% |
| Fund Family | American Century Investments | Natixis Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 29, 2021 | Jun 29, 2023 |
Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: Jun 29, 2023 to Oct 14, 2026 (3.3 years).
ACGR vs LSGR growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.3 years both funds cover.
ACGR vs LSGR Performance
American Century Large Cap Growth ETF (ACGR) is an ETF from American Century Investments and Natixis Loomis Sayles Focused Growth ETF (LSGR) is an ETF from Natixis Funds. Over the past year ACGR returned +9.05% while LSGR returned +3.06%. Year to date, ACGR is up 7.66% versus a gain of 2.25% for LSGR.
Over three years, ACGR compounded at +19.56% per year against +21.65% for LSGR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LSGR has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 15.7% for ACGR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -24.6% for ACGR and -22.9% for LSGR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
ACGR charges 0.39% per year while LSGR charges 0.59%. On a $10,000 position that is $39 vs $59 annually, a gap of $20 per year that compounds over a long holding period. On income, ACGR currently yields 0.10% against 0.00% for LSGR.
Holdings Overlap
39.8% of ACGR's money is in holdings LSGR also owns. 72.9% of LSGR's money is in holdings ACGR also owns.
Most of LSGR is already inside ACGR. Owning both mostly buys the same companies twice.
10 positions in common, counted across the 93 positions we hold weights for in ACGR and 21 in LSGR, against full books of 94 and 44.
What only one of them owns
Our book lists 11 positions for LSGR that do not appear in our book for ACGR (26.6% of the fund), and 77 for ACGR that do not appear in LSGR (56.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in ACGR | Weight in LSGR | Difference |
|---|---|---|---|
| NVDANvidia Corp | 13.38% | 18.76% | 5.38% |
| GOOGLAlphabet Inc | 11.90% | 11.66% | 0.24% |
| METAMeta Platforms Inc | 2.04% | 9.04% | 7.00% |
| MSFTMicrosoft Corp | 4.90% | 6.07% | 1.17% |
| AMZNAmazon.Com Inc | 2.00% | 7.62% | 5.62% |
| TSLATesla Inc | 2.46% | 6.14% | 3.68% |
| VVisa Inc Class A | 1.85% | 3.99% | 2.14% |
| VRTXNvaesrtex Pharmaceuticals Inc | 0.16% | 4.72% | 4.56% |
| NFLXNetflix, Inc. | 0.92% | 3.38% | 2.46% |
| WDAYWorkday, Inc., Class A | 0.22% | 1.52% | 1.30% |
72.9% of LSGR is already inside ACGR.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ACGR or LSGR?
ACGR has an expense ratio of 0.39% while LSGR charges 0.59%. ACGR is the cheaper option, by $20 a year on a $10,000 investment.
Which performed better, ACGR or LSGR?
Over the past year ACGR returned +9.05% vs +3.06% for LSGR, so ACGR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ACGR or LSGR?
LSGR has been the more volatile fund at 17.8% annualized versus 15.7% for ACGR. Worst drawdown: ACGR -24.6% vs LSGR -22.9%.
Should I hold both ACGR and LSGR?
ACGR and LSGR have a monthly-return correlation of 0.95, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between ACGR and LSGR?
72.9% of LSGR's money is in holdings ACGR also owns. 72.9% of LSGR's is in holdings ACGR also owns. They hold 10 positions in common, counted across the 93 positions we hold weights for in ACGR and 21 in LSGR.
Which pays a higher dividend, ACGR or LSGR?
ACGR yields 0.10% while LSGR yields 0.00%, so ACGR currently pays the higher dividend yield.
Is LSGR better than ACGR?
ACGR has a lower expense ratio. ACGR led over 1Y, LSGR over 3Y and the full window. The two have moved almost in lockstep, correlation 0.95. ACGR is less concentrated, with 52.4% of the fund in its ten largest positions against 76.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.