CNEQ vs LSGR
Alger Concentrated Equity ETF vs Natixis Loomis Sayles Focused Growth ETF
Which is better, CNEQ or LSGR?
CNEQ has been ahead.
CNEQ has a lower expense ratio. CNEQ led over 1Y and the full window.
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 | CNEQ | LSGR |
|---|---|---|
| Expense Ratio | 0.56%Best | 0.59% |
| AUM | $4.8B | $929M |
| Dividend Yield | 0.44% | 0.00% |
| Holdings | 32 | 44 |
| YTD Return | +14.00%Best | +2.25% |
| 1Y Return | +13.77%Best | +3.06% |
| 3Y Return (annualized) | - | +21.65% |
| Volatility (annualized) | 23.0% | 17.3%Best |
| Max Drawdown | -27.6% | -22.9%Best |
| $10,000 over 2.5 years | $19,604Best | $14,235 |
| Fund Family | Alger | Natixis Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Apr 4, 2024 | Jun 29, 2023 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Apr 5, 2024 to Oct 14, 2026 (2.5 years).
CNEQ 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 2.5 years both funds cover.
CNEQ vs LSGR Performance
Alger Concentrated Equity ETF (CNEQ) is an ETF from Alger and Natixis Loomis Sayles Focused Growth ETF (LSGR) is an ETF from Natixis Funds. Over the past year CNEQ returned +13.77% while LSGR returned +3.06%. Year to date, CNEQ is up 14.00% versus a gain of 2.25% for LSGR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CNEQ has been the more volatile fund, with annualized monthly volatility of 23.0% compared with 17.3% 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 -27.6% for CNEQ 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CNEQ charges 0.56% per year while LSGR charges 0.59%. On a $10,000 position that is $56 vs $59 annually, a gap of $3 per year that compounds over a long holding period. On income, CNEQ currently yields 0.44% against 0.00% for LSGR.
Holdings Overlap
We hold position weights for 1 holding in CNEQ and 21 in LSGR, totalling 1.8% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in CNEQ and 21 in LSGR, against full books of 32 and 44.
You are not choosing between two funds in isolation.
Whichever of CNEQ and LSGR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CNEQ or LSGR?
CNEQ has an expense ratio of 0.56% while LSGR charges 0.59%. CNEQ is the cheaper option, by $3 a year on a $10,000 investment.
Which performed better, CNEQ or LSGR?
Over the past year CNEQ returned +13.77% vs +3.06% for LSGR, so CNEQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CNEQ or LSGR?
CNEQ has been the more volatile fund at 23.0% annualized versus 17.3% for LSGR. Worst drawdown: CNEQ -27.6% vs LSGR -22.9%.
Should I hold both CNEQ and LSGR?
CNEQ and LSGR have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, CNEQ or LSGR?
CNEQ yields 0.44% while LSGR yields 0.00%, so CNEQ currently pays the higher dividend yield.
Is LSGR better than CNEQ?
CNEQ has a lower expense ratio. CNEQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.