CAML vs LSGR
Congress Large Cap Growth ETF vs Natixis Loomis Sayles Focused Growth ETF
Which is better, CAML or LSGR?
Each has led over a different period.
LSGR has a lower expense ratio. CAML led over 1Y, LSGR over 3Y and the full window. The two have moved almost in lockstep, correlation 0.90. CAML is less concentrated, with 45.7% 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 | CAML | LSGR |
|---|---|---|
| Expense Ratio | 0.65% | 0.59%Best |
| AUM | $394M | $929M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 39 | 44 |
| YTD Return | +6.09%Best | +2.25% |
| 1Y Return | +5.81%Best | +3.06% |
| 3Y Return (annualized) | +16.98% | +21.65%Best |
| Volatility (annualized) | 14.6%Best | 18.2% |
| Max Drawdown | -21.1%Best | -22.9% |
| $10,000 over 3.1 years | $16,123 | $17,826Best |
| Top 10 Weight | 45.7%Best | 76.0% |
| Fund Family | Congress Asset Management Company | Natixis Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Aug 22, 2023 | Jun 29, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Aug 22, 2023 to Oct 14, 2026 (3.1 years).
CAML 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 3.1 years both funds cover.
CAML vs LSGR Performance
Congress Large Cap Growth ETF (CAML) is an ETF from Congress Asset Management Company and Natixis Loomis Sayles Focused Growth ETF (LSGR) is an ETF from Natixis Funds. Over the past year CAML returned +5.81% while LSGR returned +3.06%. Year to date, CAML is up 6.09% versus a gain of 2.25% for LSGR.
Over three years, CAML compounded at +16.98% 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 18.2% compared with 14.6% for CAML. 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 -21.1% for CAML 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
CAML charges 0.65% per year while LSGR charges 0.59%. On a $10,000 position that is $65 vs $59 annually, a gap of $6 per year that compounds over a long holding period. On income, CAML currently yields 0.00% against 0.00% for LSGR.
Holdings Overlap
29.8% of CAML's money is in holdings LSGR also owns. 63.3% of LSGR's money is in holdings CAML also owns.
The two portfolios partly overlap.
7 positions in common, counted across the 38 positions we hold weights for in CAML and 21 in LSGR, against full books of 39 and 44.
What only one of them owns
Our book lists 14 positions for LSGR that do not appear in our book for CAML (36.3% of the fund), and 27 for CAML that do not appear in LSGR (61.9%).
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.
63.3% of LSGR is already inside CAML.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, CAML or LSGR?
CAML has an expense ratio of 0.65% while LSGR charges 0.59%. LSGR is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, CAML or LSGR?
Over the past year CAML returned +5.81% vs +3.06% for LSGR, so CAML leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CAML or LSGR?
LSGR has been the more volatile fund at 18.2% annualized versus 14.6% for CAML. Worst drawdown: CAML -21.1% vs LSGR -22.9%.
Should I hold both CAML and LSGR?
CAML and LSGR have a monthly-return correlation of 0.90, 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 CAML and LSGR?
63.3% of LSGR's money is in holdings CAML also owns. 63.3% of LSGR's is in holdings CAML also owns. They hold 7 positions in common, counted across the 38 positions we hold weights for in CAML and 21 in LSGR.
Which pays a higher dividend, CAML or LSGR?
CAML yields 0.00% while LSGR yields 0.00%, so CAML currently pays the higher dividend yield.
Is LSGR better than CAML?
LSGR has a lower expense ratio. CAML led over 1Y, LSGR over 3Y and the full window. The two have moved almost in lockstep, correlation 0.90. CAML is less concentrated, with 45.7% 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.