FBCG vs LSGR
Fidelity Blue Chip Growth ETF vs Natixis Loomis Sayles Focused Growth ETF
Which is better, FBCG or LSGR?
FBCG has been ahead.
FBCG has a lower expense ratio. FBCG led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.91. FBCG is less concentrated, with 57.5% 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 | FBCG | LSGR |
|---|---|---|
| Expense Ratio | 0.57%Best | 0.59% |
| AUM | $7.6B | $929M |
| Dividend Yield | 0.03% | 0.00% |
| Holdings | 245 | 44 |
| YTD Return | +12.59%Best | +2.25% |
| 1Y Return | +17.09%Best | +3.06% |
| 3Y Return (annualized) | +27.54%Best | +21.65% |
| 5Y Return (annualized) | +13.04% | - |
| Volatility (annualized) | 19.1% | 17.8%Best |
| Max Drawdown | -27.9% | -22.9%Best |
| $10,000 over 3.3 years | $21,199Best | $18,236 |
| Top 10 Weight | 57.5%Best | 76.0% |
| Fund Family | Fidelity Investments (US) | Natixis Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 2, 2020 | 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).
FBCG 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.
FBCG vs LSGR Performance
Fidelity Blue Chip Growth ETF (FBCG) is an ETF from Fidelity Investments (US) and Natixis Loomis Sayles Focused Growth ETF (LSGR) is an ETF from Natixis Funds. Over the past year FBCG returned +17.09% while LSGR returned +3.06%. Year to date, FBCG is up 12.59% versus a gain of 2.25% for LSGR.
Over three years, FBCG compounded at +27.54% per year against +21.65% for LSGR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FBCG has been the more volatile fund, with annualized monthly volatility of 19.1% compared with 17.8% 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 -27.9% for FBCG 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
FBCG charges 0.57% per year while LSGR charges 0.59%. On a $10,000 position that is $57 vs $59 annually, a gap of $2 per year that compounds over a long holding period. On income, FBCG currently yields 0.03% against 0.00% for LSGR.
Holdings Overlap
41.2% of FBCG's money is in holdings LSGR also owns. 78.2% of LSGR's money is in holdings FBCG also owns.
Most of LSGR is already inside FBCG. Owning both mostly buys the same companies twice.
13 positions in common, counted across the 200 positions we hold weights for in FBCG and 21 in LSGR, against full books of 245 and 44.
What only one of them owns
Our book lists 8 positions for LSGR that do not appear in our book for FBCG (21.4% of the fund), and 168 for FBCG that do not appear in LSGR (54.7%).
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 FBCG | Weight in LSGR | Difference |
|---|---|---|---|
| NVDANvidia Corp | 15.68% | 18.76% | 3.08% |
| GOOGLAlphabet Inc | 8.64% | 11.66% | 3.02% |
| AMZNAmazon.Com Inc | 4.97% | 7.62% | 2.65% |
| MSFTMicrosoft Corp | 5.56% | 6.07% | 0.51% |
| METAMeta Platforms Inc | 2.42% | 9.04% | 6.62% |
| TSLATesla Inc | 1.47% | 6.14% | 4.67% |
| VVisa Inc Class A | 0.26% | 3.99% | 3.73% |
| NFLXNetflix, Inc. | 0.54% | 3.38% | 2.84% |
| BABoeing Co | 0.54% | 3.22% | 2.68% |
| ORCLOracle Corp - Common | 0.43% | 3.11% | 2.68% |
78.2% of LSGR is already inside FBCG.
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, FBCG or LSGR?
FBCG has an expense ratio of 0.57% while LSGR charges 0.59%. FBCG is the cheaper option, by $2 a year on a $10,000 investment.
Which performed better, FBCG or LSGR?
Over the past year FBCG returned +17.09% vs +3.06% for LSGR, so FBCG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FBCG or LSGR?
FBCG has been the more volatile fund at 19.1% annualized versus 17.8% for LSGR. Worst drawdown: FBCG -27.9% vs LSGR -22.9%.
Should I hold both FBCG and LSGR?
FBCG and LSGR have a monthly-return correlation of 0.91, 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 FBCG and LSGR?
78.2% of LSGR's money is in holdings FBCG also owns. 78.2% of LSGR's is in holdings FBCG also owns. They hold 13 positions in common, counted across the 200 positions we hold weights for in FBCG and 21 in LSGR.
Which pays a higher dividend, FBCG or LSGR?
FBCG yields 0.03% while LSGR yields 0.00%, so FBCG currently pays the higher dividend yield.
Is LSGR better than FBCG?
FBCG has a lower expense ratio. FBCG led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.91. FBCG is less concentrated, with 57.5% 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.