COWG vs LSGR
Pacer US Large Cap Cash Cows Growth Leaders ETF vs Natixis Loomis Sayles Focused Growth ETF
Which is better, COWG or LSGR?
COWG has been ahead.
COWG has a lower expense ratio. COWG led over 1Y, 3Y and the full window. COWG is less concentrated, with 32.7% 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 | COWG | LSGR |
|---|---|---|
| Expense Ratio | 0.49%Best | 0.59% |
| AUM | $2.4B | $929M |
| Dividend Yield | 0.75% | 0.00% |
| Holdings | 204 | 44 |
| YTD Return | +13.88%Best | +2.25% |
| 1Y Return | +13.28%Best | +3.06% |
| 3Y Return (annualized) | +22.86%Best | +21.65% |
| Volatility (annualized) | 16.0%Best | 17.8% |
| Max Drawdown | -23.6% | -22.9%Best |
| $10,000 over 3.3 years | $19,186Best | $18,236 |
| Top 10 Weight | 32.7%Best | 76.0% |
| Fund Family | Pacer ETFs | Natixis Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Dec 21, 2022 | Jun 29, 2023 |
Not shown on this pair: 5Y Return (annualized).
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).
COWG 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.
COWG vs LSGR Performance
Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) is an ETF from Pacer ETFs and Natixis Loomis Sayles Focused Growth ETF (LSGR) is an ETF from Natixis Funds. Over the past year COWG returned +13.28% while LSGR returned +3.06%. Year to date, COWG is up 13.88% versus a gain of 2.25% for LSGR.
Over three years, COWG compounded at +22.86% 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 16.0% for COWG. 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 -23.6% for COWG 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
COWG charges 0.49% per year while LSGR charges 0.59%. On a $10,000 position that is $49 vs $59 annually, a gap of $10 per year that compounds over a long holding period. On income, COWG currently yields 0.75% against 0.00% for LSGR.
Holdings Overlap
4.7% of COWG's money is in holdings LSGR also owns. 33.1% of LSGR's money is in holdings COWG also owns.
The two portfolios partly overlap.
6 positions in common, counted across the 100 positions we hold weights for in COWG and 21 in LSGR, against full books of 204 and 44.
What only one of them owns
Our book lists 15 positions for LSGR that do not appear in our book for COWG (66.4% of the fund), and 92 for COWG that do not appear in LSGR (91.5%).
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
33.1% of LSGR is already inside COWG.
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, COWG or LSGR?
COWG has an expense ratio of 0.49% while LSGR charges 0.59%. COWG is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, COWG or LSGR?
Over the past year COWG returned +13.28% vs +3.06% for LSGR, so COWG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, COWG or LSGR?
LSGR has been the more volatile fund at 17.8% annualized versus 16.0% for COWG. Worst drawdown: COWG -23.6% vs LSGR -22.9%.
Should I hold both COWG and LSGR?
COWG and LSGR have a monthly-return correlation of 0.79, 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 COWG and LSGR?
33.1% of LSGR's money is in holdings COWG also owns. 33.1% of LSGR's is in holdings COWG also owns. They hold 6 positions in common, counted across the 100 positions we hold weights for in COWG and 21 in LSGR.
Which pays a higher dividend, COWG or LSGR?
COWG yields 0.75% while LSGR yields 0.00%, so COWG currently pays the higher dividend yield.
Is LSGR better than COWG?
COWG has a lower expense ratio. COWG led over 1Y, 3Y and the full window. COWG is less concentrated, with 32.7% 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.