BGRO vs LSGR
iShares Large Cap Growth Active ETF vs Natixis Loomis Sayles Focused Growth ETF
Which is better, BGRO or LSGR?
BGRO has been ahead.
BGRO has a lower expense ratio. BGRO led over 1Y and the full window. BGRO is less concentrated, with 48.7% 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 | BGRO | LSGR |
|---|---|---|
| Expense Ratio | 0.55%Best | 0.59% |
| AUM | $10M | $929M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 38 | 44 |
| YTD Return | +12.63%Best | +2.25% |
| 1Y Return | +13.39%Best | +3.06% |
| 3Y Return (annualized) | - | +21.65% |
| Volatility (annualized) | 18.4% | 17.2%Best |
| Max Drawdown | -24.9% | -22.9%Best |
| $10,000 over 2.4 years | $14,149Best | $13,985 |
| Top 10 Weight | 48.7%Best | 76.0% |
| Fund Family | BlackRock, Inc. (US) | Natixis Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 4, 2024 | Jun 29, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: Jun 5, 2024 to Oct 14, 2026 (2.4 years).
BGRO 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 2.4 years both funds cover.
BGRO vs LSGR Performance
iShares Large Cap Growth Active ETF (BGRO) is an ETF from BlackRock, Inc. (US) and Natixis Loomis Sayles Focused Growth ETF (LSGR) is an ETF from Natixis Funds. Over the past year BGRO returned +13.39% while LSGR returned +3.06%. Year to date, BGRO is up 12.63% versus a gain of 2.25% for LSGR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BGRO has been the more volatile fund, with annualized monthly volatility of 18.4% compared with 17.2% for LSGR. 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 -24.9% for BGRO 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 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BGRO charges 0.55% per year while LSGR charges 0.59%. On a $10,000 position that is $55 vs $59 annually, a gap of $4 per year that compounds over a long holding period. On income, BGRO currently yields 0.00% against 0.00% for LSGR.
Holdings Overlap
30.8% of BGRO's money is in holdings LSGR also owns. 56.3% of LSGR's money is in holdings BGRO also owns.
The two portfolios partly overlap.
6 positions in common, counted across the 40 positions we hold weights for in BGRO and 21 in LSGR, against full books of 38 and 44.
What only one of them owns
Our book lists 15 positions for LSGR that do not appear in our book for BGRO (43.3% of the fund), and 32 for BGRO that do not appear in LSGR (65.3%).
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.
56.3% of LSGR is already inside BGRO.
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, BGRO or LSGR?
BGRO has an expense ratio of 0.55% while LSGR charges 0.59%. BGRO is the cheaper option, by $4 a year on a $10,000 investment.
Which performed better, BGRO or LSGR?
Over the past year BGRO returned +13.39% vs +3.06% for LSGR, so BGRO leads on 1-year performance. Over the longest common window we track (2 years), BGRO annualized +15.56% vs +15.00% for LSGR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BGRO or LSGR?
BGRO has been the more volatile fund at 18.4% annualized versus 17.2% for LSGR. Worst drawdown: BGRO -24.9% vs LSGR -22.9%.
Should I hold both BGRO and LSGR?
BGRO and LSGR have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BGRO and LSGR?
56.3% of LSGR's money is in holdings BGRO also owns. 56.3% of LSGR's is in holdings BGRO also owns. They hold 6 positions in common, counted across the 40 positions we hold weights for in BGRO and 21 in LSGR.
Which pays a higher dividend, BGRO or LSGR?
BGRO yields 0.00% while LSGR yields 0.00%, so LSGR currently pays the higher dividend yield.
Is LSGR better than BGRO?
BGRO has a lower expense ratio. BGRO led over 1Y and the full window. BGRO is less concentrated, with 48.7% 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.